Form W-4: Best Practices for Efficiency, Customer Service and Compliance

Instructor: Vicki M. Lambert
Product ID: 701852
  • Duration: 90 Min

recorded version

1x Person - Unlimited viewing for 6 Months
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Recorded Link and Ref. material will be available in My CO Section

Training CD

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(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days

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Read Frequently Asked Questions

In this Form W-4 webinar learn how to use the Form W-4 correctly and efficiently – when to send to IRS, the record retention requirements, how to set up a electronic system for form W-4.

Why Should You Attend:

The importance of the Form W-4 is fundamental. Most payroll functions from beginning to end rely on the information provided there. If the Form W-4 is not handled correctly and completely, it opens the door to serious problems in payroll customer service, employee morale, costly expenditures of time and budget resources, and non-compliance consequences.

This webinar will help attendees to better understand the function and requirements of the Form W-4 and its relationship in the payroll process. This information will also allow the attendee to identify and correct problems and errors in the filling out and processing of Form W-4 which will enable the payroll department to operate more efficiently and effectively.

Areas Covered in the Webinar:

  • The effective date of new and revised Form W-4 information.
  • Effective methods for handling incomplete or improperly completed forms.
  • When you must send Form W-4 to the IRS—it’s not what you think!
  • Effective strategies for streamlining your processing procedures you can use right now.
  • How to withhold federal taxes in the absence of a valid Form W-4.
  • The difference between an invalid form and a “questionable” one.
  • The record retention requirements for Form W-4.
  • How to make employee verification part of your Form W-4 process.
  • Tips on setting up an electronic system for Form W-4.
  • State equivalent forms versus Form W-4.
  • When an employee must submit a new form versus when they may submit a revised form.
  • How to deal with visas and Form W-4.

Who Will Benefit:

  • Payroll professionals
  • Human resources
  • Accounting personnel
  • Business owners
  • Lawmakers
  • Attorneys
  • Any individual or entity that must deal with the complexities and technicalities of the payroll process

Instructor Profile:

Vicki M. Lambert, CPP is president and academic director of The Payroll Advisor™ a firm specialized in the training of payroll professionals. With over 30 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.

Ms. Lambert has lectured extensively on payroll administration and compliance issues for clients that have included Automatic Data Processing, CCH Incorporated, Ceridian Employer Services, and The Employer Group. Ms. Lambert has also served as a consultant and in-house trainer for businesses such as Sun Microsystems, Paychex, Fox Studios, Disney, County of Riverside, and City of Hesperia.

Ms. Lambert conceived of, created the teaching and student manual, and coordinated the program for the certificate in Payroll Practice and Management that has been offered on site through the Extended Education Offices of Chapman University, California State University Long Beach; National University; and California State University, Northridge. Through Ms. Lambert’s innovation, the Payroll Practice and Management Online Program is now being offered at Pierce College in WA, Chapman University in CA, Aims Community College in CO, Rock Valley Community College in IL, Bucks County Community College in PA, and in over 400 other colleges and universities nationwide through Cengage Learning/Gatlin Education Services.

Ms. Lambert currently produces and presents audio seminars and webcasts for clients and business groups throughout the country.

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