Those making certain payments to non-employees must regularly manage Forms W-9, W-8, or 8233, each requiring detailed and accurate information about the payee. Beyond simply regulating withholding, it is critical that payers ensure these forms are current, complete, and compliant to avoid unnecessary penalties, interest, or tax exposure. Failure to properly collect and validate these documents can result in costly consequences for your organization.
Join this informative webinar to gain practical guidance on how to confidently manage payee documentation and strengthen your compliance processes. You and your colleagues will explore key strategies for collecting accurate information, identifying when forms are required, and recognizing potential red flags before they become larger issues. This session will also highlight recent changes that may impact your business and provide actionable insights to help you stay ahead.
Agenda:-
- How to accurately acquire information from payees
- When you need and do not need to collect a Form W-9
- Work effectively with vendors: Techniques for success
- When to use each form W-8: Scenarios to consider
- Discover how the latest changes can affect your business
- Data points to capture from Forms W-8: Ensure compliance
- Form W-8 & W-9 red flags: Spot them before it's too late
- Keys to effectively validate and review your forms.
Why Should You Attend?
- How to accurately acquire information from payees
- When you need and do not need to collect a Form W-9
- Work effectively with vendors: Techniques for success
Attending this webinar will equip you with the knowledge and confidence to reduce compliance risks, improve documentation accuracy, and protect your organization from costly penalties.
Who Will Benefit?
- Payroll Professionals
- Accounts Payable Professionals
- Tax Compliance Officers
- Finance Managers
- HR Professionals
- Procurement Managers
- Vendor Management Teams
- Internal Auditors
- Compliance Managers
- Business Owners
- Controllers
- CFOs
- Accounting Professionals
- Tax Practitioners
- Vendor Relations Specialists.
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Steven Mercatante is the principal and founder of TIR Consulting, LLC. He is a nationally recognized leader in tax reporting education and consulting on specialized compliance issues. He has conducted on-site consultation for corporate clients from across the world and led countless seminars and webinars for Convey Compliance Systems, IAPP, Balance Consulting, The Accounts Payable Network, Accounts Payable Now and Tomorrow, Progressive Business Conferences, The Center For Competitive Management, and more.
He is also a published author, with numerous articles published on tax and financial law, and he has authored and published a series of tax guides on topics such as W-9/1099 & W-8/1042-S compliance and reporting, payment cards, U.S. State & Local Reporting, worker compensation issues, international tax compliance, and more.
