IRS Forms W-9 and W-8 Workshop:  What to Look For When Accepting From Your Vendors

Is your company a US entity that is required to collect the IRS Form W-9 from US vendors/payees and one of the IRS W-8 forms from your Non-US vendors/payees?  Don’t risk IRS fines and penalties from accepting mismatched legal name and tax id combinations, get trained on the IRS Form W-9 and the IRS W-8 Forms. Review examples of completed forms to determine what you should look for and when to send them back to your vendor for correction. 

What You Will Learn: 

  • Overview of IRS Form W-9
  • Overview of IRS W-8 (5 Forms):  W-8BEN, W-8BEN-E, W-8IMY, W-8EXP, W-8ECI
  • What to Look For: IRS W-9 Examples based on Tax Classification
  • What to Look For: IRS W-8 Examples of Forms Most Received by Accounts Payable:  W-8BEN and W-8BEN-E
  • How to Setup the Vendor Legal Name/DBA based on the IRS W-9 or W-8 Forms
  • When to Accept or Reject (send back) Your Vendor’s IRS W-9 or IRS-W-8 Form
  • Four Options to Perform the IRS TIN Match to Avoid IRS Fines/Penalties
  • Includes W-9 Cheat Sheet for your Vendors

Where and When

Available immediately on-demand

Registration

Fees: $69.00 Per Person

Trainer

Debra R Richardson, MBA, APM, APPM, CPRS

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