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Sales Tax

May SALT Checklist

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

May SALT Checklist

  • Review engagement letters with SALT clients to make sure you are protected from risk (see accompanying article).
  • Create a checklist to use with clients to discuss their SALT-related plans for the year ahead, including planned capital expenditures, hiring plans, and training needs.
  • Determine potential for negotiating SALT-related credits and incentives with taxing jurisdictions, and then develop plan for moving forward with these negotiations (see accompanying article).
  • Update your calendar with SALT continuing education opportunities for the months ahead.
  • Make sure you are on mailing lists for SALT news in all states where you have clients doing business.