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Form W-9: Payee Identification and Tax Determination

Do you have questions about the W9 form process? Attend this webinar and learn the right information to gather so you don't get a call from the IRS.

Webinar Package - Event & CD-ROM - Combo Offer! (Save $150)
Item # FW900803PK

 US $248.00


Webinar - Oct 31, 2016 1:00 PM Central
Item # FW900803WC

 US $199.00


Webinar CD-ROM * - Recording from event on 10/31/2016
Item # FW900803DR

 US $199.00


Webinar CD-ROM * - Recording from event on 06/15/2016
Item # FW900703DR

 US $199.00


* When selecting a recording of an upcoming event, the CD will be available approximately 3 weeks after event is held.

Have you ever wondered what to do with payees who need a 1099-MISC but never completed a W-9?

Has the IRS sent you a letter stating your company should have withheld money from past payee disbursements and demanding immediate payment of 28% of those amounts?

Find out how these, and other, sticky situations can be avoided with a proper understanding of Form W-9.

Getting the information you need from payees can be difficult even when you know exactly what you’re looking for. Those problems are compounded when the forms and rules are complicated, hard to understand, harder to follow and fraught with sometimes scary consequences. You may receive a B Notice, or discover one of your payees withheld the fact that he or she is not a U.S. Citizen. Knowing the rules governing back-up withholding and the Form W-8 series can prepare you to handle these circumstances with confidence. Understanding the W9 information-gathering techniques the IRS regards as acceptable lets you know just how creative you can be in your approach without crossing the line. The more effective your information collection efforts are, the less likely it is that your company will be charged penalties and interest related to non-compliance.

Many companies cost themselves a lot of money by neglecting one of the simplest tasks the IRS asks them to perform. Fines and penalties for improper handling of processes surrounding the W-9, W-8 and associated reporting requirements may be as little as $50, but they can exceed 30% of total payment made to each payee. These simple, money-saving processes are neglected by accounting departments across the country. Take this one-hour webinar to avoid being one of them.

What You'll Learn

  • Identify W-9 payees
  • Avoid common misconceptions about the W-9/1099 relationship
  • W-9 information collection options
  • Understand the B Notice Process
  • Identify who should complete one of the W-8 series forms and why
  • Fulfill backup withholding responsibilities
  • Know the difference between a U.S. Resident and Non-Resident Alien
  • Send Form 1042-S to the appropriate payees
  • Avoid penalties for late filing or non-compliance
  • ‘Willful Neglect’ and what constitutes ‘Reasonable Cause’
  • Tips for collecting W-9 information from difficult payees
  • Bonus benefits you will reap for having good W-9 procedures
  • Who Will Benefit

    Managers, Payroll Professionals, Accounts Payable Professionals, HR Professionals, Supervisors — Any other professionals who have any input into the hiring or selection of people.

    As always, your satisfaction is our #1 priority. If for any reason you're dissatisfied, we'll arrange for you to attend another seminar, choose a different product, or receive a full refund — hassle free!

    1 - Hour Webinar -
    Available Immediately!

    Form W9: Payee Identification and Tax Determination

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