form-w-4-for-2018-best-practice-and-compliance-requirements

Form W-4 for 2018: Best Practice and Compliance Requirements

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CEU Approved

  • 90 minutes

The importance of the Form W-4 is fundamental to the payroll department. Most payroll functions from beginning to end rely on the information provided on the form. It is the foundation for the taxation of an employee’s paycheck as well as a required IRS form.

Failure to handle the form correctly and completely can open the door to serious problems not only in properly withholding from the employee’s gross wages but its ramifications could extend beyond the regulations and affect payroll customer service or employee morale. It can even lead to costly expenditures of time and budget resources to correct non-compliance consequences. Questions arise in processing the forms almost daily in a payroll department. Is it a valid form? If not, what should payroll do to correct the problem? Can the employee request a flat dollar amount on the form? Can the form designate a percentage of wages for taxes? These are the types of questions that must be answered to process the form completely and correctly. And it isn’t just the federal form that payroll must process; many states have their own version of the form or use the federal form for state tax withholding.

In this webinar expert speaker Vicki M. Lambert, where she will help you to identify and correct problems and errors in completing and processing Form W-4 that will enable your payroll department to operate more efficiently and effectively.

Session Highlights:

  • Changes to the form for 2018

  • The effective date of new and revised Form W-4 information

  • Effective methods for handling incomplete or improperly completed forms

  • When you must send Form W-4 to the IRS—it’s not what you think!

  • Effective strategies for streamlining your processing procedures you can use right now

  • How to withhold federal taxes in the absence of a valid Form W-4

  • The difference between an invalid form and a “questionable” one

  • The record retention requirements for Form W-4

  • How to make employee verification part of your Form W-4 process

  • Tips on setting up an electronic system for Form W-4

  • Proper handling of IRS lock-in letters

  • State equivalent forms versus Form W-4

  • When an employee must submit a new form versus when they may submit a revised form

  • How to deal with visas and Form W-4

Why You Should Attend:

This webinar covers the IRS Form W-4 for 2018 including the requirements for completing the form properly, handling non-resident aliens, state equivalent forms, record retention and processing the form electronically instead of on paper. Discusses best practices for processing more efficiently within the department.

Who Should Attend:

  • Payroll Professionals

  • Human Resources

  • Accounting Personnel

  • Business Owners

  • Lawmakers

  • Attorneys, or any individual or entity that must deal with the complexities and technicalities within the payroll process



*You may ask your Question directly to our expert during the Q&A session.
** You can buy On-Demand and view it as per your convenience.

Vicki  Lambert

Vicki Lambert

Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations. 

With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert has become the most sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.

A pioneer in electronic and online education, Ms. Lambert produces and presents payroll related audio seminars, webinars and webcasts for clients, APA chapters and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California and is the creator of and instructor for their Practical Payroll Online program, which is approved for recertification hours by the APA. She is also the Program Developer, Subject Matter Expert (SME), and Facilitator for the Certificate in Payroll Practice and Management Program offered by Cengage Learning / Ed2Go through hundreds of colleges and universities across the country.

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Edupliance is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.


This webinar has been approved for 1.5 HR (General) recertification credit hours toward California, GPHR, HRBP, HRMP, PHR, and SPHR recertification through the HR Certification Institute. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.

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