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Form W-9: Payee Identification and Tax Determination

presented by Lorman Education Services
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Form W-9: Payee Identification and Tax Determination

Workshop Description/Agenda

Prevent costly penalties and learn how to safely manage requirements and procedures surrounding Form W9. This timely topic will provide information about the purpose of the form and when it should be obtained. You will learn who can complete Form W9 for U.S. persons, and if the payee is a foreign person, that Form W8 is necessary. In addition, this topic will provide valuable information regarding the backup withholding requirements if the W9 information is not obtained and the risk to your company if backup withholding is not performed.

W-9 Summary
ï What Is the Form W-9?
ï What Is the Primary Purpose of Form W-9?
ï Is a Form W-9 Mandatory?
ï Who Should Complete Form W-9?
ï Definition of U.S. Citizen, U.S. Resident Alien and U.S. Nonresident Alien
ï Disregarded Entity, How to Complete Form W-9
ï E-Services Online TIN Matching Program
ï Backup Withholding Name/TIN Mismatch or No TIN
ï Electronic W-9 Process
ï Brief Overview of B-Notice Process

Form W-8 Series
ï What Is the Form W-8BEN, or W-8ECI, W-8IMY, W-8EXP?
ï Instructions for Requestor of W-8BEN
ï What Is the Purpose of Form W-8?
ï Who Should Complete Form W-8?
ï Definition of Foreign Person or Nonresident Alien
ï What Is U.S. Sourced Income?
ï U.S. Nonresident Withholding
ï Back-up Withholding
ï Reporting to U.S. Nonresidents on Form 1042-S

Mark Schwartz with MS Payroll

AIPB ,CPE ,Enrolled Agents ,Additional credit may be available upon request.

Who Should Attend

This live webinar is designed for accountants, CFOs, controllers, accounts payable professionals, tax managers, tax preparers, presidents, vice presidents, bookkeepers, enrolled agents and attorneys.

Additional Information

Training Provider: Lorman Education Services

Course Topics: Accounting Training > Taxation

Training Course Summary: Form W-9: Payee Identification and Tax Determination

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