Mini Course for winery managers

Mini Course: Sales Tax Made Easy

Sales Tax Made Easy is for the Reluctant Bookkeeper (aka The Owner), Office Manager, or anyone tasked with filing the California Sales Tax Return.

This course is for anyone who

  • worries and stresses when faced with filing a government document

  • struggles to figure out what details to include

  • and forgets how to do the process because they only once every 3 months, or once a year.

This course provides tools, support, and guidance so you can record the important details quickly and easily.

Instructor: Jeanette Tan | Modules: 1 | Class length: 1h | Lifetime Access | Student only forum

The Course Sales Tax Made Easy includes:

  • Easy to follow step-by-step video so you can see how to fill out the worksheet

  • A simple SOP (Standard Operating Procedure) with screenshots & checklist to guide you

  • A private Q&A Forum so you can post your specific questions and get detailed answers from our team.

Course takeaways

  • Peace of mind about the procedure

  • More time to work on real winery problems (and enjoy the new wines!)

  • Confidence that the details are clearly recorded so if you are audited by the CDTFA your calculations and notes are in one place.

  • Sales Tax Made Easy

    Easy-to-follow procedure to calculate the California Sales Tax Return.

    $247 | Take the course

Meet your instructor Jeanette Tan

Jeanette Tan was an Adjunct faculty member with the Sonoma State Wine Business Institute. She has over 10 years in the Wine industry and is an Advanced Certified QuickBooks ProAdvisors. More importantly, she has experience being a small business owner and understands the challenges that small winery managers face.

FAQs

  • There are 3 methods of recording the packaging material expenses and bills: The Zero Step, the One Step, and the Two Step. The Two Step has an alternative called The Grapevine. In the course, we will explain the situation that is best for each method.

  • When you purchase the course, you will have forever access to the video so you can revisit the procedure the next time you have a bottle run.

    And you can watch as many times as you want. We recommend that after your first viewing, return to the beginning and pause it while you complete each step. It's like having a coach at your side.

  • Yes! We show you how to enter the expenses in both QuickBooks Desktop and QuickBooks Online.