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Legislation and Regulatory Change
Participants will assess expanded California and Colorado sales and use taxes on software and SaaS, identify impacted operations, and prepare for 2027 implementation.
Host: Robert Wood, principal, Deloitte Tax LLP
Presenters:
Metisse Lutz, senior manager, Deloitte Tax LLP
Linsday McAfee, principal, Deloitte Tax LLP
Brian Wiggins, vice president, tax specialist, Deloitte Tax LLP
1.0 Overview CPE credit | Taxes
Key takeaways:
California and Colorado are expanding sales and use tax into the digital economy beginning January 1, 2027, bringing digitally delivered software, including software as a service (SaaS), into scope. This shift may introduce considerations related to pricing, billing, sourcing, exemption management, compliance operations, and customer communications for digitally enabled businesses - for both purchases and sales. We’ll discuss: