Form W-4 for 2019: Best Practice and Compliance Requirements

Why Should You Attend:

Questions arise in processing the forms almost daily in a payroll department. Is it a valid form? If not, what should payroll do to correct the problem? Can the employee request a flat dollar amount on the form? Can the form designate a percentage of wages for taxes? These are the types of questions that must be answered to process the form completely and correctly. And it isn’t just the federal form that payroll must process; many states have their own version of the form or use the federal form for state tax withholding.

Attend this 90 minute presentation to better understand the function and requirements of the Form W-4 and its relationship to the payroll process. This information will also allow you to identify and correct problems and errors in completing and processing the Form W-4 which will enable your payroll department to operate more efficiently and effectively.

*We will also preview the completely revamped and still in draft Form W-4 for 2019!*

Areas Covered in the Webinar:

• Changes to the form for 2019
• 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
• Proper handling of IRS lock-in letters
• 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 Executives/Managers/Administrators/Professionals/Practitioners/Entry Level Personnel
• Human Resources Executives/Managers/Administrators
• Accounting Personnel
• Business Owners/Executive Officers/Operations and Departmental Managers
• Lawmakers
• Attorneys/Legal Professionals
• Any individual or entity that must deal with the complexities and requirements of Payroll compliance issues

Vicki M. Lambert
President and Academic Director, The Payroll Advisor

Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website www.thepayrolladvisor.com offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.

With over 35 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.

Topic Background:

The importance of Form W-4 is fundamental to the payroll department. Most payroll functions from beginning to end rely on the information provided on the form. It is the foundation for the taxation of an employee’s paycheck as well as the required IRS form. Failure to handle the form correctly and completely can open the door to serious problems not only in properly withholding from the employee’s gross wages but its ramifications could extend beyond the regulations and affect payroll customer service or employee morale. It can even lead to costly expenditures of time and budget resources to correct non-compliance consequences.

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