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

Your Workshop Trainer

IFOL Trainer

Senior Instructor

Debra Richardson

Debra is an accounts payable speaker, trainer, and consultant. An accredited Accounts Payable Manager, accredited Procure-to-Pay Manager, and Payment Reporting Specialist, she has over 20 years experience in accounts payable, accounts receivable, general ledger, and financial reporting for Fortune 500 companies including Verizon, General Motors and Aramark. She has worked in the telecommunications, Automotive, Healthcare, and Oil & Gas industries.

Workshop Overview

90 Minute Session

  • 1

    IRS Form W8 / W9 Compliance Workshop

    • Welcome To The Workshop

    • Your Workshop Trainer

    • IRS Forms W-8 / W-9 Compliance Workshop - 90 Minutes

    • Session Slides

    • Workshop Feedback

    • Thank You For Taking Part

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