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| Author : | Steven D Mercatante, Tax Attorney, Author |
| Course Length : | Pages: 24 ||| Review Questions: 11 ||| Final Exam Questions: 15 |
| CPE Credits : | 3.0 |
| IRS Credits : | 3 |
| Price : | $26.95 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - Text - Technical - NASBA Registry - IRS Enrolled Agents |
| Primary Subject-Field Of Study: | Taxes - Taxes for Course Id 1687 |
| Description : | IRS Forms W-8 require organizations like yours to collect very specific information about your payees. Besides 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? In this course, industry expert and corporate tax attorney Steven D. Mercatante Esq. takes a look some of the more common problems experienced by accounts payable and tax departments related documenting and validating payee information using the IRS Forms W-8. He not only identifies the issues, but offers solutions and best-practices for addressing them. |
| Usage Rank : | 0 |
| Release : | 2020 |
| Version : | 1.0 |
| Prerequisites : | None. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
Instructions for the Requester of Forms W–8BEN, W–8BEN–E, W–8ECI, W–8EXP, and W–8IMY (04/2018)
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| Advance Preparation : | None. |
| Delivery Method : | QAS Self Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 24-Aug-2020 |
| NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
| Approved Audience : | NASBA QAS - Text - Technical - NASBA Registry - IRS Enrolled Agents - 1687 |
| Keywords : | Taxes, Form, W-8, Validation, Best, Practices, v10, cpe, cpa, online course |
| Learning Objectives : |
Course Learning Objectives
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| Course Contents : | Chapter 1 - Form W-8 Validation Best Practices Introduction How the Form W-9 Influences Your W-8 Documentation and Validation Efforts W-9 Red Flags For Non-U.S. Payees Why Use a W-9 to solicit The payee’s TIN for 1099 Reporting? W-9’s and the U.S. vs. Non-U.S. Debate W-9 Record Retention Tips The W-8 Practical W-8 Steps - Always Start With The W-9 The W-8: Watch Those Payees Watch Out For Those Payees From U.S. Possessions Documenting Non-Resident Alien Payee Tax Status On The W-8 The W-8BEN-E The W-8BEN The Form 8233 The Form W-8ECI The Form W-8IMY The Form W-8EXP Validity Periods For Forms W-8 Glossary |
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