OVTALOGO

Ohio Virtual Tax Academy

Tax Information Webinars Since 2014

Participants: 12,428
CLE/CPE Credits Issued: 31,899.5    

... and counting

This event has closed.

 

The Ohio Virtual Tax Academy (OVTA) is a free event designed to provide tax-related information to small business owners. Attorneys and accountants are also invited to attend and can earn up to three (3) CLE credits (pending Ohio Supreme Court approval) and up to three and a half (3.5) CPE credits. More information about the next OVTA will be available soon.

The next OVTA webinar is scheduled for: May 16, 2018 

Important: If you are seeking CLE and/or CPE credit, you will be expected to watch/listen for the VTA “code words” that will be scattered throughout the presentations.  There are a total of six words that you will need to remember.  Upon exiting the event, you will be prompted to supply the code words in order to receive credit.  Failure to identify the appropriate code words will result in a loss of possible credit awarded. Effective January 1, 2014, attorneys may earn up to 12 hours of self-study CLE credit towards their annual limit from online webinars. The Ohio Department of Taxation is an equal opportunity employer and provider of ADA services.

If you have any questions please email Organizational Development or call us at (614) 466-7560. Our normal business hours are Mon-Fri 8:00 am - 5:00 pm.

May 2018 Agenda/Materials

Important:

The information presented in the slide presentations and contained in the FAQs is accurate as of the date of the presentation. To the extent that the positions stated in the FAQs do not conflict with any recent legislation, such positions are still in effect.  However, please note that the presentations and FAQs related to OVTA webinars are static and will not be updated to reflect more recent legislation, rules, court decisions, Information Releases or other types of guidance.  Additionally, many times the facts and circumstances surrounding the specific scenario will impact the answer.  Please contact the Department directly if you have any questions (Individual Income Tax - (800) 282-1780 or Business Tax - (888) 405-4039).

8:20 - 8:30

Opening Remarks

Nathan Wright & Joe Testa

8:30 - 9:30

Tax for Small Businesses

This presentation will provide taxpayers with a general overview of what taxes they may need to register for when starting a small business. It will briefly touch upon Sales and Use Tax, Employer Withholding, and Commercial Activity Tax.


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Michael Boberg & Liam Fitzgerald

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9:30 - 9:40

Break

 

9:40 - 10:10

Gateway Modernization - Employer Withholding

This presentation will inform attendees of how the Ohio Business Gateway Modernization project will impact the electronic filing of Ohio Employer Withholding tax. We will discuss registering, highlight changes to our most frequently used forms, and review account maintenance.


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Monica Kendricks & Allison Weller

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10:10 - 10:15

Break

 

10:15 - 10:45

Gateway Modernization - IFTA

This session will cover how the inception of the new Modernized Gateway has changed the filing options for IFTA. The session will contain a brief synopsis of each transactions available for IFTA and will also cover a review of how those transactions have changed with the transition to the new Gateway.


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Matthew Long

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10:45 - 10:55

Break

 

10:55 - 11:55

Gateway Modernization - CAT & SUT

This session will cover the filing of Sales Tax and Commercial Activity Tax transactions through the new modernized Gateway.


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Wendy Pearce & Justin Smith

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 11:55 - 12:00

Evaluations/Closing Remarks

Nathan Wright

 

Can you go over attribution rules for CAT tax- meaning if you have multiple companies common owners? For example, my husband and I have a farm, and a short-term rental company. The farm has less than 50,000 in receipts. Do we have to report the farms receipts on our CAT tax return?

Companies that share over 50% common ownership are required to file together as a group.  If the group is registered as a combined group, then only entities that have Nexus in Ohio and over $150,000 in taxable gross receipts are required to be registered.  If the group elects to be consolidated at 50% or 80%, then all related entities that share common ownership at or above the ownership level are required to be registered, regardless of Nexus.

Can you go over attribution rules for CAT tax- meaning if you have multiple companies common owners? For example, my husband and I have a farm, and a short-term rental company. The farm has less than 50,000 in receipts. Do we have to report the farms receipts on our CAT tax return?

Companies that share over 50% common ownership are required to file together as a group.  If the group is registered as a combined group, then only entities that have Nexus in Ohio and over $150,000 in taxable gross receipts are required to be registered.  If the group elects to be consolidated at 50% or 80%, then all related entities that share common ownership at or above the ownership level are required to be registered, regardless of Nexus.

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Presenters
Joe Testa

Joe Testa            

Tax Commissioner

Joe W. Testa is the 18th Tax Commissioner to lead the Ohio Department of Taxation. The Tax Commissioner is responsible for administering and enforcing most state and many local government taxes, including the state income tax, state and local sales taxes, and several business and excise taxes. All told, these taxes provide approximately $30 billion in revenues to support funding of Ohio’s schools and colleges, Medicaid, law enforcement, transportation and a myriad of other public services.

 

Nathan Wright

Nathan Wright

Tax Education Program Manager

Nathan began his career with the Department of Taxation in 2006 as a TCA 1 in TPS. He became a TCA 3/Lead in TPS in Feb. 2011 and then moved to STARS in May 2013 as a tester/trainer. In November of 2013 Nate moved to OrgD/Tax Education Program. The TEP team is responsible for creating a cohesive, unified, tax-related training program. They will create and maintain a program that focuses on up-to-date, relevant, and easy to access resources. Nathan received a Bachelor’s Degree in Business Administration from Ashland University in 2003.

 

Michael Boberg
 

Michael Boberg

Tax Examiner Manager, Taxpayer Services Division

Michael began his career with the Department of Taxation in 2011 as a TCA 1 in Taxpayer Services (TPS). He became a lead agent in the Tax Release Unit of TPS in May 2014. In July of 2015, Michael became a Tax Examiner Manager. He currently oversees the TPS Division's training program for new agents handling Business Tax phone calls. He is also involved with developing training related to the Modernized Ohio Business Gateway.

 


Liam Fitzgerald

Liam Fitzgerald

Tax Examiner, Taxpayer Services Division

Liam began his career with the Department of Taxation in February 2016 as a Tax Examiner Associate in the Taxpayer Services Division. He became a Tax Examiner/Lead in TPS in October of 2017. Liam received a Bachelor's Degree in Business Administration from Ohio Dominican University in 2011 and an MBA from Ohio Dominican in 2017.

 

 
Monica Kendricks

Monica Kendricks

Tax Examiner, Employment Tax Division

Monica is currently a Tax Examiner in the Employer & School District Withholding unit of the Employment Tax Division. In addition to educating potential bulk filers on schematic requirements as well as troubleshooting issues in submission, she works with PEO compliance. Her duties include training, overpayment request reviews and electronic filing compliance. Monica has been employed with the Department since 2007.

 
Allison Weller

 

Allison Weller

Tax Examiner, Taxpayer Services Division

Allison began her career with the Department of Taxation in January 2016 as a Tax Commissioner Agent 1 in TPS. She was promoted to Tax Examiner in October 2017. In her current role, she assists with training new Tax Examiner Associates and OBG Help Desk representatives. Allison received an Associate's Degree in Accounting from Rhodes State College in 2014.

 

 

Matthew Long

 

Matthew Long

Tax Examiner Manager, Excise and Energy Division

Matthew Long is a Tax Examiner Manager in the Excise and Energy Tax Division at the Ohio Department of Taxation. Matthew began his state tax career in the Taxpayer Services Division at the Ohio Department of Taxation. He handled inquiries involving business taxes including Sales and Use Tax and Employer Withholding Tax. Matthew became a lead agent in TPS where he assumed numerous duties including representing Taxation at Small Business Workshops throughout central Ohio. He was also involved in the implementation of Taxation's new accounting system, STARS. Matthew transitioned to the Excise and Energy Division as a Supervisor overseeing the IFTA (International Fuel Tax Agreement) and Motor Fuel taxes. His time in Excise has been focused on transitioning both the IFT A and Motor Fuel to electronic filing. Prior to joining the Department of Taxation, Matthew held positions with the Licking County Juvenile/Probate Court. Matthew obtained a B.S. in Business Administration from The Ohio State University prior to joining the Department of Taxation.

 

 

Wendy Pearce

 

Wendy Pearce

Tax Examiner Specialist, Business Tax Division

Wendy began her career with the Department of Taxation in 2009 as a tax commissioner agent (TCA) 1 in the Commercial Activity Tax Division. In March of 2010, Wendy was promoted to a TCA 3 and in August 2014, she was promoted to a TCA 4 in sales tax. Wendy utilized her knowledge of multiple taxes to work as a blended agent during this time. In April 2017, she remained in the Business Tax Division and became a Tax Examiner Specialist. Wendy holds a Bachelor's Degree in Finance and a Bachelor's Degree in Business Administration, both from Franklin University.

 


Justin Smith

 

Justin Smith

Tax Examiner Specialist, Business Tax Division

Justin began his career with the Department of Taxation in 2010 as a tax commissioner agent (TCA) 1 in the Commercial Activity Tax Division. In September 2013, Justin was promoted to a TCA 3, and in December 2015, he was promoted to TCA 4 in the Business Tax Division. In July 2017, he remained in the Business Tax Division and became a Tax Examiner Specialist. Justin holds a Bachelor's Degree in Business Administration from Bowling Green State University.