How To Complete IRS Form W-9 & W-8 Withholding Certificates

This is a comprehensive tax guide on how to complete the various types of U.S. withholding certificates for individuals, U.S. entities, and foreign entities. 

Why is it so important to get these details correct?

By failing to complete the correct withholding certificate, you could subject yourself to the following problems!!

1. Incorrect withholding taxes
2. Third-party reporting to the IRS that should NOT have been disclosed
3. Inability to claim Tax Treaty benefits which results is in TOO much withholding tax

The list goes on and on...

Don't get caught in one of those unfortunate positions...

The course will cover the following topics:

1. What is the IRS withholding certificate and what purpose does it serve?
2. Where do I download the forms?
3. Who needs to complete the certificate?
4. What is the IRS Form W-9 with examples
5. What is the IRS Form W-8BEN with examples
6. What is the IRS Form W-8BEN-E with examples
7. What is the IRS Form W-8IMY with examples
8. When do I need to update these forms?

It includes a PowerPoint slide deck, 9 video lectures, and 9 examples of various Forms W-9, W-8BEN, W-8BEN-E, and W-8IMY.  

Once you have completed this course, you will confidently be able to complete any withholding certificate request that is thrown your way!