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Secure Transaction Form W-9 Compliance
Format
Self-Study
Course Level
Overview
CPE Credits
1 Credits: Taxes
Course Description
Any accounting department must collect and validate the Form W-9 from entities that it has paid. In the Form W-9 Compliance course, we explore the requirements for this form, how to validate the information stated on it, when to initiate backup withholdings, how to deal with “B” Notices, and how best practices can be used to increase the efficiency of these activities.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Identify the field entry requirements for a Form W-9.
- Specify the types of taxpayer identification numbers that can be included in a Form W-9.
- State which types of entities should receive a Form 1099 from the payer.
- Identify how to spot whether a payee is a foreign entity.
- Specify the requirements for the development of a substitute Form W-9.
Course Specifics
SS824379140
March 21, 2024
There are no prerequisites.
None
36
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02463-24-S
IRS Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-2016
CTEC Federal Tax Law Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …
QAS Self-Study
