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
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