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Form W-4 for 2020 Updates: : What’s New? What’s Changed? - Best Practices & Compliance Requirements

Duration :

Course Description:

This 90 minute webinar on "Form W-4 for 2020 Updates: : What’s New? What’s Changed? - Best Practices & Compliance Requirements" will talk about how Form W-4 has just seven lines but it is a fundamental part of the payroll process. In addition to information concerning the amount to withhold for income tax, the W-4 provides the employer with documentation of due diligence in soliciting employee name, Social Security Number, and address information. It is critical for penalty mitigation in the event the information is incorrect.

The Form provides a basis for the employee to have the correct amount of tax withheld, but if it is prepared incorrectly, the employee may be subject to penalties. While the employer is not responsible for assuring the correctness of the employee's claims, the employer is responsible for due diligence with regard to invalid forms and withholding according to the employee instructions provided by the form.

Join this session by expert speaker Patrick A. Haggerty, where he will discuss the function and requirements of Form W-4 and how the information it provides is critical to the payroll process as well as how to avoid problems and identify and correct problems such as invalid or improperly filled out forms and errors in processing. It will also discuss the proper handling of special situations and requirements such as exemption from withholding and nonresident alien W-4 Forms.

Why should you Attend?

While Form W-4 has only seven information lines, the information contained on the Form is critical to the payroll process. Failures at the employer end can lead to compliance and employee morale issues with regard to amounts withheld, timely processing, and incorrect information returns. Employers may be held liable or penalized for incorrect withholding where the employer failed to solicit or timely process the forms or fails to withhold according to the information provided on the forms. This webinar will provide information currently available on the proposed revisions to Form W-4 for 2020.

Areas Covered:

The main features of the webinar include the following:

  • The legal requirement that the employer withhold income tax from employee compensation
  • Form W-4 line by line including the information to be included by the employee and entries that can cause the form to be invalid, the special instructions for nonresident aliens, state withholding certificates and certificates of non-residency, and effective dates for new and revised W-4 information
  • When an employee must submit a new W-4 and when an employee may submit a new W-4
  • Requirements for electronic W-4 Forms
  • Understand the employer’s legal obligation to withhold tax.
  • Know what must or must not be included on each line of Form W-4 and how to identify invalid Forms.
  • Understand the importance of SSN verification and how to include it in the payroll process.
  • Know how to deal with special problems and situations related to Form W-4 such as non-resident alien forms, lock-in letters, and invalid and questionable employee submissions
  • Be aware of the penalties for non-compliance and how to mitigate or avoid the penalties by following due diligence procedures that establish reasonable cause
  • Know the record retention requirements

Who will benefit?

This webcast will be of a valuable assistance to the below audience.

  • Payroll Professional
  • Public Accountants
  • Internal Auditors
  • Internal Auditors
  • Enrolled Agents
  • Employee Benefits Administrators
  • Officers and Managers with Payroll or Tax Compliance Oversight
  • Company / Business Owners
  • Managers/ Supervisors
  • Public Agency Managers
  • Audit and Compliance Personnel
  • Risk Managers

Registration Options

Avail 12 months unlimited access for a single user.

Material shipped within 15 days post webinar completion & get life time access for unlimited participants.


Form 1099, Form 1099-MISC, W-9, W-8, Form 1099-errors, SSN, EIN, TIN

Speaker Details

Patrick A Haggerty

Patrick A Haggerty

Tax & Payroll Consultant, Taxpayer Representative, Educator and Author

Patrick Haggerty is Keynote Speaker at ComplianceTrain. He is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written

Refund Policy

Participants/Registrants for our live events, may cancel up to 72 hours prior to the start of the live session and ComplianceTrain will issue a letter of credit to be used towards any of ComplianceTrain's future events. The letter of credit will be valid for 12 months.

ComplianceTrain will process refund in cases where the event has been cancelled and is not rescheduled within 90 days from the original scheduled date of the webinar. In case if a live webinar is cancelled, participants/registrants may choose between recorded version of the course or a refund. Refunds will not be processed to participants who do not show up for the webinar. A webinar may be cancelled due to unavoidable circumstances, participants will be notified 24 hours before the scheduled start of the event. Contact us via email: