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

Topics

• The effective date of new and revised Form W-4 information
• Changes to the form for 2019
• When you must send Form W-4 to the IRS—it’s not what you think!
• Effective methods for handling incomplete or improperly completed forms
• How to withhold federal taxes in the absence of a valid Form W-4
• Effective strategies for streamlining your processing procedures you can use right now
• The record retention requirements for Form W-4
• The difference between an invalid form and a "questionable" one
• Tips on setting up an electronic system for Form W-4
• How to make employee verification part of your Form W-4 process
• State equivalent forms versus Form W-4
• Proper handling of IRS lock-in letters
• How to deal with visas and Form W-4
• When an employee must submit a new form versus when they may submit a revised form

Who should Attend

• Human Resources
• Payroll Professionals
• Business Owners
• Accounting Personnel
• Attorneys
• Lawmakers
• Any individual or entity that must deal with the complexities and technicalities within the payroll process