Master Multi-State Compliance with Confidence

Go beyond basic calculations to handle complex economic nexus rules and industry-specific tax challenges with total ease. Learn to research and apply authoritative tax laws to ensure your clients remain protected across every jurisdiction they operate in.

Unlock High-Value Consulting Opportunities

Position yourself as an essential advisor that businesses desperately need to navigate landmark legal shifts in e-commerce. By mastering remittance and filing, you turn a complex burden into a streamlined strategy, allowing you to command premium rates for your expertise.

Build an Audit-Proof Professional Foundation

This course isn't just about learning rules; it’s about the "Bedrock" advantage of being prepared for anything. Join a holistic learning journey designed to transform you from a task-oriented provider into a strategic leader who drives cost savings and competitive growth.

About The Course

The U.S. sales tax landscape is notoriously complex, with shifting rules across thousands of jurisdictions that can vary wildly by state, locality, and industry. Many accounting professionals feel a sense of overwhelm or "compliance fatigue," fearing that a single oversight in economic nexus or a late remittance could lead to severe penalties and damaged client trust. It is common to feel stuck in a cycle of uncertainty when you lack a clear, repeatable framework to research and apply these changing laws confidently.  This course provides your definitive solution, replacing confusion with a structured roadmap for total sales tax mastery. Through focused modules, you will learn to navigate everything from initial state registration to the accurate calculation and filing of returns for sectors like retail, construction, and healthcare. We dive deep into practical applications, including the use of modern tax automation technology, ensuring you have the technical skills to handle real-world scenarios with professional precision.  At Bedrock Business Training, we believe that specialized knowledge is a vital pillar of your broader professional evolution. This masterclass is one essential part of a comprehensive learning journey designed to empower you with the stability and insight required to lead businesses through successful expansion. By securing this expertise, you aren't just adding a skill to your resume—you are investing in a "Bedrock" foundation that allows you to serve as a high-value, strategic advisor in today’s competitive market.

Meet Your Instructor

Joe DiChiara, CPA CEO of Bedrock Business Builders & Founder of Bedrock Business TrainingJoe DiChiara, CPA, is a highly accomplished business instructor with over four decades of experience in public accounting and tax resolution. Since opening his first CPA office in 1994, Joe has specialized in solving complex financial challenges and helping professionals build stronger financial foundations. His mission is to foster entrepreneurship globally by providing practical, "plain English" solutions to the business challenges that hold people back.  Joe’s teaching philosophy is centered on hands-on, practical instruction that bridges the gap between theory and real-world application. He has developed unique systems that allow individuals to launch successful careers and businesses, even with no prior background. When you learn with Joe, you are gaining a mentor who is deeply committed to your long-term evolution, providing you with the technical mastery and strategic confidence needed to thrive as a leader in the industry.

Course Curriculum

10 Chapters · 66 Lessons

  1. 1

    Course Materials

    1. (Included in full purchase)

      Course Textbook

    2. (Included in full purchase)

      Course Syllabus

    3. (Included in full purchase)

      Glossary of Terms

    4. (Included in full purchase)

      Course Workbook

  2. 2

    Module 1: Introduction to Sales Tax

    1. (Included in full purchase)

      Module 1 Introduction to Sales Tax PDF Download

    2. Module 1 Video 1: Sales Tax Made Simple — What It Is, Why It Exists, and Why Every State Plays by Different Rules Free preview
    3. (Included in full purchase)

      Module 1 Video 2: Why States Take Sales Tax Seriously — Compliance, Enforcement, and the Trust Fund Trap

    4. (Included in full purchase)

      Module 1 Video 3: Sales Tax After Wayfair — Nexus, E-Commerce, and the New Era of State Enforcement

    5. (Included in full purchase)

      Module 1 Video 4: What’s Taxable? Understanding Exemptions, Exclusions, Resale Certificates, and Nexus Risk

    6. (Included in full purchase)

      Module 1 Video 5: Marketplace Facilitators, E-Commerce Sales Tax, and Turning Nexus Rules Into Opportunity

    7. (Included in full purchase)

      Module 1 Video 6: Sales Tax Registration and Filing — What Businesses Must Do to Stay Compliant

    8. (Included in full purchase)

      Module 1 Video 7: Sales Tax Records, Statutes of Limitations, and Sales Tax Holidays

    9. (Included in full purchase)

      Bonus 1A Sales Tax vs Use Tax Reference

    10. (Included in full purchase)

      Bonus #1B Nexus Determination Checklist

    11. (Included in full purchase)

      Module 1 Quiz

  3. 3

    Module 2: Sales Tax Laws and Regulations

    1. (Included in full purchase)

      Module 2 Sales Tax Laws & Regulations - PDF Download

    2. (Included in full purchase)

      Module 2 Video 1: Federal vs. State Tax Rules — Why Sales Tax Depends on Where Your Client Does Business

    3. (Included in full purchase)

      Module 2 Video 2: The Quill Case Explained — Physical Presence, Nexus, and the Old Sales Tax Rule

    4. (Included in full purchase)

      Module 2 Video 3: The Wayfair Case Explained — Economic Nexus and the New Sales Tax Opportunity

    5. (Included in full purchase)

      Module 2 Video 4: Economic Nexus Thresholds, Digital Presence, and the Growing Compliance Burden for Small Businesses

    6. (Included in full purchase)

      Bonus #2A Economic Nexus State Tracker

    7. (Included in full purchase)

      Bonus #2B Post-Wayfair Compliance Action Plan

    8. (Included in full purchase)

      Module 2 Quiz

  4. 4

    Module 3: Compliance Requirements

    1. (Included in full purchase)

      Module 3: Compliance Requirements PDF Download

    2. (Included in full purchase)

      Module 3 Video 1: The Sales Tax Intake Framework — What Are You Selling, Who Are You Selling To, and Where Are You Selling It?

    3. (Included in full purchase)

      Module 3 Video 2: After Registration — Certificate of Authority, Records, Filing, and Staying Compliant

    4. (Included in full purchase)

      Module 3 Video 3: Exemptions, Casual Sales, and the Sales Tax Decision Framework

    5. (Included in full purchase)

      Bonus #3A Sales Tax Registration Checklist

    6. (Included in full purchase)

      Bonus #3B Sales Tax Filing Calendar & Recordkeeping Checklist

    7. (Included in full purchase)

      Module 3 Quiz

  5. 5

    Module 4: Determining Sales Tax

    1. (Included in full purchase)

      Module 4: Determining Sales Tax PDF DownloadOverview

    2. (Included in full purchase)

      Module 4 Video 1: What’s Taxable? Retail Sales, Resale Certificates, and Audit-Proof Documentation

    3. (Included in full purchase)

      Module 4 Video 2: Taxable Goods, Service Exceptions, Exempt Buyers, and Bundled Transactions

    4. (Included in full purchase)

      Module 4 Video 3: Calculating Sales Tax — Purchase Price, Credits, Exemptions, and Real-World Tracking Problems

    5. (Included in full purchase)

      Module 4 Video 4: Discounts, Coupons, Deposits, and Sales Tax Record-Keeping Rules

    6. (Included in full purchase)

      Module 4 Video 5: Refunds, Cash vs. Accrual Sales Tax, Bad Debts, and State-by-State Compliance Risks

    7. (Included in full purchase)

      Module 4 Video 6: Returns, Restocking Fees, Sales Tax Refunds, and Retail Documentation

    8. (Included in full purchase)

      Bonus #4A Sales Tax Calculation Worksheet

    9. (Included in full purchase)

      Bonus #4B Taxable vs. Exempt Transactions Quick Reference

    10. (Included in full purchase)

      Module 4 Quiz

  6. 6

    Module 5: Sales Tax Collection and Remittance

    1. (Included in full purchase)

      Module 5: Sales Tax Collection and Remittance PDF Download

    2. (Included in full purchase)

      Module 5 Video 1: Sales Tax Collection and Remittance — Systems, Deadlines, Penalties, and Compliance Controls

    3. (Included in full purchase)

      Bonus #5A Sales Tax Collection & Remittance Checklist

    4. (Included in full purchase)

      Bonus #5B Sales Tax Compliance Risk Management Checklist

    5. (Included in full purchase)

      Module 5 Quiz

  7. 7

    Module 6: Practical Applications and Case Studies

    1. (Included in full purchase)

      Module 6: Practical Applications and Case Studies PDF Download

    2. (Included in full purchase)

      Module 6 Video 1: E-Commerce Sales Tax Compliance — Nexus, Automation, Exemptions, Filing, and Audit Readiness

    3. (Included in full purchase)

      Module 6 Video 2: The Future of Sales Tax — Automation, Digital Products, E-Commerce, and Emerging Compliance Risks

    4. (Included in full purchase)

      Bonus #6A Exemption Certificate Management Checklist

    5. (Included in full purchase)

      Bonus #6B Sales Tax Audit Preparation Checklist

    6. (Included in full purchase)

      Module 6 Quiz

  8. 8

    Module 7: Specialized Industries

    1. (Included in full purchase)

      Module 7: Specialized Industries PDF Download

    2. (Included in full purchase)

      Module 7 Video 1: Construction Sales Tax — Materials, Contracts, Capital Improvements, and Repairs

    3. (Included in full purchase)

      Module 7 Video 2: Construction Materials, Labor, Repairs, and Capital Improvement Documentation

    4. (Included in full purchase)

      Module 7 Video 3: Construction Labor, Capital Improvements, and E-Commerce Sales Tax Compliance

    5. (Included in full purchase)

      Bonus #7A Construction Industry Sales Tax Checklist

    6. (Included in full purchase)

      Bonus #7B E-Commerce Multi-State Compliance Checklist

    7. (Included in full purchase)

      Module 7 Quiz

  9. 9

    Module 8: Online Sales Tax Programs

    1. (Included in full purchase)

      Module 8: Online Sales Tax Programs PDF Download

    2. (Included in full purchase)

      Bonus #8A Sales Tax Automation Software Comparison Template

    3. (Included in full purchase)

      Bonus #8B Sales Tax Software Implementation Checklist

    4. (Included in full purchase)

      Module 8 Quiz

  10. 10

    Course Final Projects

    1. (Included in full purchase)

      Final Project 1 of 4: Sales Tax Management for a Construction Company in New York

    2. (Included in full purchase)

      Final Project 2 of 4: Calculating Sales Tax for Different Transactions

    3. (Included in full purchase)

      Final Project 3 of 4: Practice Sales Information for Sales Tax Return Preparation (New York E-Commerce)

    4. (Included in full purchase)

      Final Project 4 of 4: Practice Sales Information for Sales Tax Return Preparation (California E-Commerce)

What People Are Saying

Discover how our course is empowering professionals to excel in the realm of U.S. sales tax

”
"I used to find multi-state nexus completely intimidating. This course broke it down so clearly that I now offer sales tax consulting as a high-value service. It has completely changed my value proposition to my clients!"
— Amanda R.

Virtual Accountant

”
"Being part of the Bedrock journey has been a game-changer. This course helped me see how sales tax fits into the bigger picture of my clients' growth. I finally have the confidence to lead strategic conversations instead of just doing data entry."
— Sarah J.

Financial Advisor

”
"The hands-on projects were exactly what I needed. I didn't just learn theory; I actually practiced filing returns and calculating complex rates for different industries. I walked away feeling like a true professional ready to handle anything."
— Carlos M.

Freelance Bookkeeper

Ready to Master U.S. Sales Tax?

Take the next step towards becoming a sales tax expert. Enroll now and unlock a world of opportunities in the U.S. sales tax landscape!

₱2,677.00

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