Obtaining correct documentation for your payee’s is critical. This workshop will cover best practices in obtaining and reviewing W9’s.

• Step-by-step review process to ensure your documentation is correct
• What name, tax status and TIN number should be on a W9
• Understand when you must get an original signature
• Learn when you need to obtain a new W9
• How to handle new W9’s from current payees

In this workshop we will review real-life example W9’s using a step-by-step process to help you understand the best method for validating your W9’s. We’ve also included hands-on exercises that give you the opportunity to test your knowledge and ask our expert questions along the way.

This online workshop includes an editable template of our substitute W-9. A valuable tool that you can customize for your use.

This is a 3-hour online workshop.

Registration Fee: $279.00

Schedule:

Level: Basic
Prerequisite: None.
CPE Credits: 3 CPE

Register and Pay Online:

Invoice Me!

Post Seminar Support: As a seminar alumnus you receive 3 months tax question support following attendance. Get answers to your questions from our experts by emailing questions@ncomplianceservices.com.