To avoid IRS penalties for Form 1099 errors, you need to show due diligence: a written plan, trained staff and monitoring to confirm they follow it. Because most 1099 errors the IRS finds start with poor W-9 procedures, the plan begins with getting the W-9 right.
This 60-minute Form 1099 due diligence training covers best-practice steps, the most common mismatch problems, how name and TIN mismatches are identified, and how IRS e-services can prevent them.
You'll also review W-9 solicitation requirements and the form step by step, which payments and companies require a 1099, the contents of a best practices manual, the role of a W-9 expert, the 2016 preparer penalty increases and how to keep records proving due diligence.
IRS penalties cost money and staff time. This session helps you build a plan, train staff and monitor them so you can show the IRS you exercised due diligence.
It suits CPA, attorney and EA firms, accounts payable staff and managers, small business owners, corporate and non-profit controllers and financial managers.
IRS penalties cost money and staff time. This session helps you build a plan, train staff and monitor them so you can show the IRS you exercised due diligence.
It suits CPA, attorney and EA firms, accounts payable staff and managers, small business owners, corporate and non-profit controllers and financial managers.
Margie Faulk
Margie Faulk is a senior level human resources professional with over 15 years of HR management and compliance experience. A current Compliance Advisor for HR Compliance Solutions, LLC, Margie, has worked as an HR Compliance advisor for major corporations and small businesses in the small, large, private, public and Non-profit sectors. Margie has provided small to large businesses with risk management strategies that protect companies and reduces potential workplace fines and penalties from violation of employment regulations. Margie is bilingual (Spanish) fluent and Bi-cultural.Margie’s area of expertise includes Criminal Background Screening Policies and auditing, I-9 document correction and storage compliance, …
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