when to reject w-9s and require a correction

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IRS W-9 Examples by Tax Classification - What To Look For When Accepting From Your Vendor

  • Live Dates:  3rd Wednesday of Each Month
  • Time:  11:00 am - 12:00 pm ET
  • On-Demand Access:  Available Now
  • Trainer: Debra R Richardson, MBA, APPM, APM, CPRS

What You'll Learn

Enrollees will be trained on what to look for when accepting the IRS Form W-9 from vendors. Training will begin with an overview of the current version of the form 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 this virtual and interactive session where you can unmute and ask your questions and fully participate in this training.  

Can't attend live? Watch the latest On-Demand recording! 

  • Review IRS W-9 Examples from each Tax Classification
  • How to Setup the Vendor Legal Name/DBA based on the IRS W-9
  • When to Accept or Reject (send back) Your Vendor’s IRS W-9
  • Biggest Mistakes Vendors Make on the IRS W-9 
  • Download: PDF Cheat Sheet to Send To Your Vendors
  • Download:  PDF of the Presentation

Course contents

Trainer

Debra R Richardson, MBA, APPM, APM, CPRS

As a previous AP Sr. Manager over Global Vendor Setup & Maintenance, Debra found it difficult to find vendor process training to avoid fraud, fines, and bad vendor data. She now creates that content.

With over 20 years at Fortune 500 companies including Verizon, General Motors, and Aramark, she can provide you and your team with training on authentication techniques, internal controls, and best practices in the vendor setup and maintenance process.