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OnDemand Webinar

Requirements for Providing E-Forms W-2 and W-2c

Many organizations recognize the benefits of electronic W-2 and W-2c form distribution, but do not understand the IRS regulations and internal business elements surrounding this online implementation. Online W-2 projects can fail and be delayed due to not knowing all of the essential information regarding electronic form distribution. This on-demand webinar will explore all the requirements and business considerations to ensure that your project succeeds in a timely and cost effective manner.

Learning Objectives:

  • You will be able to discuss W-2 and W-2c performance metrics.
  • You will be able to explain ROI and expected payback period.
  • You will be able to review IRS Regulations (TD 9114).
  • You will be able to discuss W-2 data extraction and setup.

Runtime: 90 minutes
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Internal Business Considerations

  • Developing a Business Case
  • Potential Changes to Your Organization
  • Resistance to Change
  • W-2 and W-2c Performance Metrics
  • Calculate a Cost Benefit Analysis
  • ROI and Expected Payback Period
  • Project Plan Deliverables
  • Employer/Employee Benefits

IRS Regulations (TD 9114)

  • Consent and Withdrawal
  • Required Disclosures
  • Format and Posting
  • Notification
  • Retention

Implementation Considerations

  • Security
  • W-2 Data Extraction and Setup
  • Consent and Withdrawal
  • System Customization

Questions and Answers

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Craig Garritano

Craig Garritano

JAT Software, Inc.

  • Executive vice president of operations with JAT Software, Inc.
  • Specialized in multitiered application development for more than 19 years
  • Worked in all phases of the product development life cycle
  • Designed several systems used by Fortune 1000 companies to handle online W-2 and W-2c distribution, W-2 reissues, 1099s, federal electronic reporting and many other custom year-end solutions
  • Conducted numerous seminars and educational sessions on electronic form distribution since 1999
  • Published articles on this topic for the APA’s Paytech magazine and received the Citation of Merit in 2004, 2006, 2007 and 2008, 2010, 2012 and 2013 for his service as a Congress speaker
  • Can be contacted at [email protected] or 908-725-9748 ext. 109
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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  • Live Webinars
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  • White Papers and Articles
  • Sponsored Live Webinars

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  • State Specific Credit Tracker
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* For audio recordings you only pay shipping

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Product ID: 392503
Published 2013
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