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Form W4: Impact on Payroll

Clear up questions on the effects that Form W-4 has on payroll.

This topic is designed for any payroll or human resources professional who is responsible for collecting and processing the Form W-4 Withholding Certificate. This material will provide you with valuable information to ensure you understand the changes to the new form and how those changes relate to payroll. In addition, you will gain new or refreshed knowledge regarding handling employee questions, recordkeeping and processing new forms.

Learning Objectives

  • You will be able to identify reporting requirements
  • You will be able to differentiate between the employee's responsibility and the employer's responsibility with the Form W-4
  • You will be able to differentiate between the new Form W-4 and the previous version
  • You will be able to recognize the requirement for different citizen types

Runtime: 95 minutes
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Why Lorman?

Over 33 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

Form W-4

  • Purpose
    • Employer Responsibility
    • Employee Responsibility
  • Understanding the New Form W-4
    • What's New for Employees
    • Payroll System Setup
  • Checklist for Different Employee Types
    • U.S. Citizens
    • Nonresident Aliens
    • Employees Claiming Exemption

Recordkeeping and Management

  • Submission Requirements and Options
  • Employer Due Diligence
  • Recordkeeping Requirements
  • Lock-in Letters

Handling Questions From Employees

  • Tools
    • W4 Estimator
    • IRS Publications
  • What Questions Should and Should Not Be Answered
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Why Lorman?

Over 33 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 Course

This course was last revised on October 8, 2020.

Call 1-866-352-9540 for further credit information.

  • CPE/NASBA - QAS Self Study 2.5 including Management Services 2.5
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.5 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Management Services for 2.5 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 33 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

Veronica B. King, CPP, PB

Veronica B. King, CPP, PB

Pay-Pro Business and Consumer Resources

  • Owner of Pay-Pro Business and Consumer Resources, offering payroll consulting and services
  • Executive eirector of Payroll and Tax Services at the Virginia Commonwealth University
  • Adjunct professor at Prince George‚Äôs Community College, offering the Pay Train Level 1 and Level 2 certification courses for the APA
  • Has been in the payroll profession since 1998
  • Worked with some of the top known companies as an employee, consultant or trainer such as Trader Publishing Company, The Johns Hopkins Health System, and the Department of the Defense
  • Obtained the American Payroll Association Certified Payroll Professional designation via self-study in 2004
  • B.S. degree in business management, Hampton University; M.S. degree in professional accounting/taxation emphasis, Strayer University
  • Can be contacted at 443-220-3242
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Why Lorman?

Over 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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Additional benefits include:

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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 408115
Published 2020
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