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4 States Offering Limited Windows for Tax Amnesty

Joe Jacoby September 3, 2026

4 States Offering Limited Windows for Tax Amnesty Four states are currently offering programs that can eliminate or reduce sales and use tax penalties and interest are presently open. Indiana closes first, on September 9, 2026, while Illinois, New York, and Washington run later into 2026 under narrower terms. The benefit of open amnesty over a voluntary disclosure agreement (VDA) is highly dependent. Amnesty waives penalties and interest but generally requires the full tax with no lookback limit and closes

4 States Offering Limited Windows for Tax Amnesty

September 3, 2026 No Comments

Exemption Certificates Under Scrutiny: Five Documentation Failures That Create Sales Tax Exposure

Exemption Certificates Under Scrutiny: Five Documentation Failures That Create Sales Tax Exposure Exemption certificates are often treated as routine paperwork: a customer claims an exemption, the seller collects a form, and the transaction proceeds without tax. During a sales tax audit, however, that form may be the primary evidence separating

August 6, 2026 No Comments

Sales and Use

Exemption Certificates Under Scrutiny: Five Documentation Failures That Create Sales Tax Exposure

Exemption Certificates Under Scrutiny: Five Documentation Failures That Create Sales Tax Exposure Exemption certificates are often treated as routine paperwork:

Deborah Dingess, Kamal Shah, CPA August 6, 2026

SaaS

State Tax Amnesty and Penalty Relief Programs: Indiana, Illinois, and Washington

State Tax Amnesty and Penalty Relief Programs: Indiana, Illinois, and Washington Several states are offering limited-time tax amnesty and penalty

Kenneth Harris July 31, 2026

SaaS

Washington Expands Retail Sales Tax to Services

Washington Expands Retail Sales Tax to Services States are increasingly reaching beyond the traditional, narrowly enumerated list of taxable services

Joe Jacoby July 20, 2026

R&D

Reminder: Minnesota Increased its R&D Tax Credit Rate

Reminder: Minnesota Increased its R&D Tax Credit Rate For tax year 2017 and forward, companies spending significant research dollars in Minnesota can now claim larger tax credits. For each incremental dollar of R&D expenses over $2 million, the credit was increased from 2.5 percent to 4 percent. However, for a

Source Advisors January 25, 2019

Tax Cuts and Jobs Act Impacts R&D Tax Credit

Tax Cuts and Jobs Act Impacts R&D Tax Credit Given the recent passage of the Tax Cuts and Jobs Act, we want to keep you up to date on the Act’s impact to the Research and Development (R&D) Tax Credit. While the credit did not technically change, several areas of

Source Advisors February 18, 2018