California SB 122: Preparing for SaaS Sales Tax in 2027

Prepare your business for California's SaaS sales tax changes.

Beginning January 1, 2027, California SB 122 will expand sales and use tax requirements for many software, SaaS and electronically delivered software transactions. Businesses have a limited window to review contracts, billing practices, tax collection processes and ERP systems before the new rules take effect.

Join Armanino's tax experts for a discussion on what these changes mean and how to prepare. We'll break down the legislation in plain language, highlight which organizations are most likely to be affected and discuss the steps you can take now to reduce risk and prepare for implementation.

Who Should Attend

Finance leaders, tax professionals, accounting teams or ERP administrators at businesses operating in California

Learning Objectives:

• Identify the key provisions of California SB 122 and which software, SaaS and digital transactions may become taxable beginning January 1, 2027.
• Recognize how the new tax may affect contracts, invoicing, procurement and sales tax compliance.
• Evaluate proactive strategies to reduce risk, minimize overpayment and prepare for the new requirements.
• Develop an implementation plan that addresses operational, financial and technology considerations, including ERP systems, tax engines and billing processes.

Speakers

• Mike Shaikh, Partner, Armanino Advisory LLC
• Robert Merten, Partner, Armanino Advisory LLC