Form W-9 Walkthrough

This course will walk you through each part and line of the Form W-9, so that you may either complete or review Forms W-9 successfully. This course will also cover other important topics related to the Form W-9, including the purpose of the form, form expiration, changes in circumstance, and much more.

Course content:

Lesson 1: Introduction to the Form W-9

We will begin the course by explaining the basics of the Form W-9. Highlighting who should provide the form and who should not.

Lesson 2: Overview of the Form W-9

In this lecture we will provide a quick overview of the form, focusing on the header section and other key areas you need to be aware of.

Lesson 3: W-9 Line by Line Walkthrough

It's time to break down the form line by line, starting with the header section down to the certifications.

Lesson 4: W-9 Line by Line Walkthrough

We continue our line-by-line walkthrough.

Lesson 5: Expiration Period, Change in Circumstances, Common Errors, and No Form Provided

In this lecture, we will dive into the common errors and other important information you need to know.

Lesson 6: W-9 Conclusion

It's time to wrap up the Form W-9 and briefly review what we've learned over the course.

About us:

ComplyPro has a number of training courses that are regularly released, containing many underlying modules and lessons. These courses cover a vast amount of Tax Information Reporting and Withholding related topics and come with exclusive easy-to-watch videos. Our Foundation Course, which is the introductory course we offer, has been CPE Accredited.

We look forward to seeing you!

The ComplyPro Team