November SALT Checklist
- Engagement letters – review your SALT engagement letters and update where necessary
- Open Items – Work with clients to resolve any deficiencies and penalties for past due state and local taxes
- Payments – Help clients set up budgeting plans for monthly and quarterly SALT payments
- Online Businesses – Discuss online selling activities with clients and make sure they are aware of sales tax responsibilities (see related article)
- Planning – Start talking with your clients about 2015 SALT requirements now and determine if they need software support to stay current with their obligations in various states
- Legislation – Recent legislation has affected taxes in Alabama and Oregon. Make sure you stay current on SALT-related legislation in states where your clients are doing business
- Ballot Box – Tax issues were on the November election ballots in California, Georgia, Missouri, Ohio, and more. Make sure you check the election results in states where your clients are doing business
- Amnesty – 2014 tax amnesty programs are winding down – if you have clients doing business in Louisiana and New Jersey, these programs are set to expire in November
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