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Sales Tax

October SALT Checklist

What should you be doing in your state and local tax practice this month? Here's your SALT checklist for October.

October SALT Checklist

  • Open items – help clients track down and account for outstanding overpayments/refunds
  • Payments – help clients streamline SALT payments by making sure they are taking advantage of online payment methods
  • Discuss liability for use taxes with affected clients
  • Review out-of-state tax status of your SALT clients and set up calls or send emails to determine if there have been recent changes
  • Connect with SALT experts in other states if you have any clients that have expanded their business to new locales
  • Consider making yourself available as an expert on taxes in your own state through social media, your state CPA society, or participation in online state tax forums and groups