It Depends: A Sales Tax Podcast by TaxConnex

Hosted by TaxConnex

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Latest episode

Jun 2026

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EN-US

About the show

Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends. Brian - Chief Revenue Officer, Partner at TaxConnex https://www.linkedin.com/in/brian-greer-55b7364/ Jeff - Consulting Practice Leader, Partner at TaxConnex https://www.linkedin.com/in/jeffrey-meigs-14a76521/ https://www.taxconnex.com/

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60 recent

June 5, 202644 min

Ensuring You Have a Process in Place for Your Sales Tax Compliance

Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode, Brian and Jeff explain the fundamentals of sales tax so you can understand what is required of your business to comply with state and local sales tax.They discuss:Estimating and mitigating prior period sales tax exposureEstablishing a compliance process for sales taxManaging ongoing requirements for sales tax complianceAnd if you enjoy this podcast, be sure to subscribe and leave us a review!Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

May 7, 202623 min

Navigating Global VAT & Indirect Tax with Fintua

In this episode of It Depends: A Sales Tax Podcast, we sit down with Lisa Dowling, Chief Tax & Compliance Officer with Fintua, to discuss the complexities of global VAT and indirect tax compliance for businesses expanding beyond the United States. Formerly known as Taxback International, Fintua shares the story behind its evolution, the industries and companies it supports, and what differentiates its approach in the global compliance landscape.We also explore the partnership between TaxConnex and Fintua and how the collaboration helps businesses navigate both US sales tax and international VAT obligations with greater confidence and efficiency.From understanding the key differences between US sales tax and global VAT systems to avoiding common compliance pitfalls, this episode delivers practical insights for companies looking to scale internationally. Because in the world of tax, the answer is almost always: it depends.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

April 23, 202624 min

Making the Transition: How to Switch Sales Tax Providers Without Disruption

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If it's time for a change, you can initiate and control the process to find a provider to better fit your needs.Deciding to move on from your current sales tax provider is a big step, but it doesn’t have to be a stressful one. With the right preparation and a clear process, transitioning to a new provider can be smooth, organized, and low risk. In fact, experienced providers handle transitions regularly and will guide you through each step to ensure continuity. In this episode we discuss:Reasons it may be time to make a change Why changing providers isn't as hard as you may thinkHow to change to a new provider with ease Listen now so you can take control of your sales tax compliance process to minimize risk and focus on growing your business.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

April 13, 202641 min

Top 10 Compliance Mistakes We See in Software & Telecom Tax

Software and telecom tax compliance comes with unique pitfalls due to complex taxability rules, sourcing requirements, local jurisdiction layering, telecom-specific fees, and fast-changing regulations. Even businesses with strong systems often run into issues that create filing errors, assessments, or unnecessary audit exposure.In this episode with CereTax, we walk through the top 10 compliance mistakes we most commonly see in software and telecom businesses and how to avoid them. You will gain practical insights to help strengthen compliance processes, reduce risk, and stay ahead of evolving regulatory requirements.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

March 26, 202644 min

Sales Tax 102: Ensuring You Have a Process in Place to Manage Sales Tax

Since the U.S. Supreme Court’s South Dakota v. Wayfair decision, sales tax compliance has continued to grow more complex. Today, nearly every state with a sales tax enforces economic nexus, while businesses face expanding taxability rules, increasing audit activity, and constant rate and regulation changes across thousands of jurisdictions. This episode provides a practical, up-to-date overview of what it really takes to manage sales tax in today’s environment. We revisit the fundamentals of nexus and taxability, then dive deeper into the operational processes that support ongoing compliance.We discuss:- How to identify and monitor nexus as your business grows- Understanding where your products and services are taxable- Evaluating sales tax calculation tools and automation - what they can (and can’t) do- Managing registrations, filing calendars, and ongoing compliance obligations- Ensuring accurate data management, review processes, and human oversight- Whether you’re building a sales tax process from scratch or reassessing an existing one, this session will help you understand what a sustainable, audit-ready compliance process looks like today and where common gaps still exist. Focus on your business. We’ll handle sales tax.TaxConnex acts as your outsourced sales tax department: consulting, software, and compliance management, so your team can focus on growth. Reach out today to talk to an expert!Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

March 12, 202643 min

Sales Tax 101: Understanding Sales Tax Nexus & What to Do About It

Since the U.S. Supreme Court ruling in the South Dakota v. Wayfair case, all states with sales tax laws now require companies with economic nexus to collect and remit sales tax. This landmark decision has affected businesses across all industries, but what exactly does it mean for you? In this episode we cover:The history of sales tax nexusThe difference between gross receipts vs. Taxable salesDetermining where nexus exists for your businessEconomic nexus vs. Physical nexusWhich of your products/services are taxableHow to register as a seller in states where you have nexus Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

February 12, 202634 min

Overcoming Sales Tax Challenges for Growing Businesses

As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into new areas or new products and services, your sales tax obligation could be growing with you. If you don’t have the right steps in place to manage and track your sales tax, then you could be at risk for hefty penalties and fees. In this episode, we look at the challenges facing growing businesses when it relates to sales tax.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

January 22, 202624 min

Steps to Switching Your Sales Tax Outsourcing Provider

January 7, 202644 min

How to Choose the Right Sales and Telecom Tax Provider in the Age of AI

In Q1, many businesses find themselves reassessing their sales and telecom tax processes, and the providers behind them. With the rise of AI-powered solutions and increasing regulatory complexity, how do you know which provider is the right fit? In this episode we partnered with CereTax to discuss how to evaluate sales and telecom tax providers in today’s fast-changing environment. We explore the balance between automation and human expertise, how to ensure accuracy and visibility across your compliance process, and how to set yourself up for success in 2026. Listen now where ever you get your podcasts!Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/

December 17, 202541 min

Winning Strategies for a Successful Exit: Avoiding Risk and Maximizing Value in M&A

Preparing your company for a successful exit takes more than strong financials - it requires foresight, discipline, and the right strategy long before a deal is on the table.In this episode, host Brian Greer brings together a panel of experts from sales tax, M&A advisory, and legal to break down the key steps business owners should take to position their company for a smooth and successful exit.Jeff Meigs (TaxConnex), Chris Weingartner (Founders Advisors), and John Yates (Gunderson Dettmer) share real-world examples of issues uncovered during due diligence - from unexpected sales tax exposure and valuation surprises to contract, IP, and governance pitfalls that can delay or derail a transaction.Whether an exit is imminent or still years away, this conversation offers practical guidance on reducing risk, improving legal and tax hygiene, and understanding what buyers are really looking for, so you can move forward with confidence when the time is right.Brian - Chief Revenue Officer, Partner at TaxConnexhttps://www.linkedin.com/in/brian-greer-55b7364/Jeff - Consulting Practice Leader, Partner at TaxConnexhttps://www.linkedin.com/in/jeffrey-meigs-14a76521/https://www.taxconnex.com/