Contact Customer Support at: 800-964-6033

Keeping Up-to-Date with Forms W-8 and W-9: Keys to Stay Compliant

Summary

Live Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Under U.S. federal tax law, businesses making certain payments must request either Form W-9, W-8 or W-8BEN, detailing specific information about the payee. Beyond regulating withholding, payers must make sure that the forms are current, complete and accurate. How can you ensure a proper form that will not subject your company to penalties, interest or tax? Join us for this 60-minute webinar where you and your colleagues will discover:

  • Key changes to forms W-8 & W-9: Everything you need to know
  • How to validate each new form to ensure you're in compliance
  • Essential Substitute Form guidelines and how you need to file
  • Strategies to avoid costly penalties and audits

Program Highlights

  • Form W-9: Strategies to Navigate IRS Standards and Practices

    • How to accurately acquire information from payees
    • Determine which payments require a Form W-9
    • Work effectively with vendors: Techniques for Success
  • Form W-8: What the IRS Expects You to Know

    • When to use each form W-8: Scenarios to consider
    • Discover how the latest changes can affect your business
    • Ways to validate new form W-8: Ensure compliance
  • Best Practices for Implementing New Forms W-8 & W-9

    • Make a smooth transition from due diligence to reporting
    • Form W-8 & W-9 red flags: Spot them before it's too late
    • Keys to effectively validate and review your forms
  • Live Question & Answer Session - Have your questions answered by the expert!

About The Speaker

Jill Dymtrow is a Director of Client Services with Markit CTI Tax Solutions where she advises financial institutions and multi-national corporations on matters involving domestic and non-resident alien withholding and reporting issues. Jill has extensive expertise in developing logic to automate both tax due diligence processes as well as reporting processes for clients and was a core member of the team developing Markit CTI Tax Solutions various product offerings.

Program Benefits

Join us for this 60-minute webinar to discover how to stay compliant with IRS forms W-8 and W-9 and best practices to apply in your day-to-day accounts payable and business procedures.


Prerequisites

  • None

Delivery Method

  • Group Internet Based

NASBA Field Of Study

  • Accounting - Finance

Program Level

  • Basic Knowledge Required