Session Description

Knowledge of this compliance requirement is often overlooked for the vendor team; this session will provide training on what to look for when accepting the IRS Form W-9 from vendors. Training will begin with an overview draft version of the W-9 (Revision Date January 2026), including a review of the four different taxpayer identification numbers. Then, examples based on IRS tax classifications will be reviewed, each identifying their unique criteria such as the IRS tin match and name control requirements, best practices and the biggest mistakes vendors make. The training will end with a final summary of when to reject the IRS Form W-9 and send it back to the vendor for correction and a review of the vendor cheat sheet you can include when you send it back.  Join the virtual and interactive session where you can unmute and ask your questions and fully participate in this training or watch on-demand at your convenience.  

Expanded to 2 hours!
After session, participants will be able to:

• Identify proposed changes with any draft version of the IRS W-9
  
• Identify what has changed with the published version of the IRS W-9
• Review submitted IRS Form W-9’s for compliance with IRS requirements including signature, backup withholding and more
• Add or update the vendor record with the vendor’s legal name and disregarded entity (dba) into the Accounting System or ERP accurately to post invoices and for tax reporting purposes
• Determine whether submitted IRS Form W-9s can be accepted or need to be returned to the vendor for correction
• Identify the biggest mistakes vendors make on the IRS Form W-9

To enroll in this training session:
1. Click the "PURCHASE" or "ACCESS" button above.
2. Attend Live: Click the link in the first section to register separately for the live training session(s).
3. Watch On-Demand: Access the recording and handouts sections.

Additional Information

• Session Recording:  On-demand recordings will be available within 24 hours of the live session.  The last recorded session will remain available until the next live session recording replaces it. 
• IOFM CEU Credit(s) is (are) earned for live, in-person or recorded sessions after the successful completion of the exam.
• ACFE CPE Participant Credit(s) is (are) earned for live or in-person after the successful completion of the exam.
• ACFE CPE Self-study Credit(s) is (are) earned for or recorded sessions after the successful completion of the exam. 
• Session Access:  Access is available for one year from original enrollment date, or at the expiration of a Training Pass membership.
• Prerequisites:  None
• Who Should Attend:  This training session is for employees performing or managing the vendor setup and maintenance process.  This includes adding and updating vendor records, as well as responding to vendor inquiries regarding vendor data included on the vendor record. 
• Advanced Preparation:  None
• Program Level:  Beginner
• Delivery Method:  Group Internet,  Self-Study,  In-Person
• Field of Study:  Accounts Payable, Procure-to-Pay, Production, Fraud Prevention and Deterrence
• Live Attendance:  All students attending live sessions must log on within the first 20 minutes.  Debra R Richardson LLC reserves the right to end any scheduled live training session after 20 minutes if no registered students have logged into the session.
• Refunds and Cancellations:  Requests for refunds must be received in writing.  A full refund is available for any training session not attended or recording not viewed.  Rescheduling to a future session is available at no cost up to one year after the original purchase.  Vendor Process Training Pass Members will not be subject to a refund nor a cancellation fee as this session is included in the cost of the training pass, and the member will have access until the expiration date of the training pass. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 313-572-1598.