Form W-4 Updates: Best Practices for Accurate Information & Withholding
Now that employees are starting to look their personal income taxes, they may need to make changes to, or have questions about, their Form W-4 – and will be turning to you for answers.
In this interactive, instructor-led 60-minute program you will learn everything you need to know to accurately complete the latest Form W-4, properly calculate tax withholding, avoid errors and respond to employees’ questions.
Here’s what we’ll cover:
- Review of the most recent Form W-4 and how it is used
- Employer instructions that you need to know from Publication 15-T
- Determining the correct income tax withholding rates
- How to use the new Form W-4 including the various new tables
- And more!
Program Highlights
The most important updates to tax withholdings
- Review of the latest form W-4
- Effective methods for handling incomplete or improperly completed forms
- Which version is required
Update your payroll process to better handle changes
- Effective strategies for streamlining your processing procedures
- How to withhold federal taxes in the absence of a valid Form W-4
- The record retention requirements for Form W-4
- Tips on setting up an electronic system for Form W-4
- Tips and tools to share with employees
Answers to your most important questions about tax withholding:
- When are we required to have an employee complete a new W-4?
- How often can employees submit a new Form W-4?
- What happens if the employee puts incorrect information on the W-4?
- What if we make a withholding error?
- When are employees required to submit a new W-4?
Question and Answer Session - Your specific questions & unique challenges will be addressed!
About the Speaker
Tricia Richardson, CPP, SPHR, SHRM-SCP has more than 25 years of experience in all aspects of workforce management (payroll processing, taxation, employee handbooks, human resources, benefits, etc.). Tricia is a Payroll and Human Resource “nerd” who enjoys reading Internal Revenue Code.
- She is a Certified Payroll Professional (CPP) through the American Payroll Association (APA), a Senior Professional in Human Resources (SPHR) through the HR Certification Institute, as well as a Society for Human Resource Management Senior Certified Professional (SHRM-SCP).
- Tricia is a Member of the National Speakers Bureau for the American Payroll Association and a Contributing Writer to Paytech Magazine, a regular periodical provided to over 20,000 Members.
Program Benefits
Staying compliant with changing laws about tax withholding is tricky – but with a thorough understanding of the latest Form W-4 and what it means for you, you’ll be able to navigate these changes with confidence and ease.
If you'd like this program customized for your organization, call us at 1-800-964-6033.
We're certain we can fulfill your training needs, while making it fit in your budget!
SHRM Credits
Premier Learning Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. This program is valid for 1 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.
HRCI Credits
This program has been approved for 1 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org
Purchase this On-Demand Workshop
Form W-4 Updates: Best Practices for Accurate Information & Withholding
$199 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive a link to access the recording(s) in your order confirmation email. On-demand recordings also include a copy of the speaker's presentation and the ability to submit your questions to the expert, for up to 7 days after viewing.
$300 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive a link to access the recording(s) in your order confirmation email. On-demand recordings also include a copy of the speaker's presentation and the ability to submit your questions to the expert, for up to 7 days after viewing.
$699 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.
$899 + applicable taxes
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.
Guaranteed to be Good
All training experiences include a 7-day 100% money-back guarantee.
Full-Team Pass
Simply share the invite link with your team so you can learn and grow together!
Yours Forever
The event recording and materials are yours to rewatch and share as you choose.
