Your Form 1099 and 1042-S Answer Specialists

COKALA is a tax technical advisory services firm offering experienced and practical help in meeting your obligations for income tax withholding, payee documentation, tax information reporting, and related issues of regulatory compliance for Forms W-8 and 8233; Forms 1099, 1098 and 945; and Forms 1042-S and 1042; and the interface with Form W-2 reporting of certain reimbursements, fringe benefits, and settlement payments. 

Cokala services include:

  • Year-round support by subscription for custom question-and-answer service

  • Subscription for weekly federal news update bulletins

  • Compliance training programs for tax information reporting and withholding

  • Custom projects to support your organization's information reporting and withholding compliance

FORM 1099 and FORM 1042-S/FATCA compliance training with COKALA

For class content please see Training Classes page.

2025 LIVE ONLINE classes

1-day class: Form 1099 and W-9 Tax Compliance Training

October 14
November 18

1-day class: Basic Form 1042-S/FATCA/Form W-8 Tax Compliance Training Level 1

October 16
November 20

1-day class: Level 2 Form 1042-S Reportable Payments and Tax Withholding

October 21
December 2

Each live online class begins at 11 a.m. and ends at 5 p.m. Eastern time. For class content please see Training Classes page.

Register online or submit a completed registration form to office@cokala.com. Call Cokala at (734) 629-5155 if you prefer to furnish a card number by phone.

2025 IN-PERSON Classes

Dallas, TX

  • November 12: 1-Day 1099 and W-9 Tax Compliance Training

  • November 13-14: 2-Day 1042-S/FATCA/Forms W-8 Tax Compliance Training for 2025 & Form 1042-S Reportable Payments and Tax Withholding

Charlotte, NC

  • December 9: 1-Day 1099 and W-9 Tax Compliance Training

  • December 10-11: 2-Day 1042-S/FATCA/Forms W-8 Tax Compliance Training for 2025 & Form 1042-S Reportable Payments and Tax Withholding

For class content please see Training Classes page.

Register online or submit a completed registration form to office@cokala.com. Call Cokala at (734) 629-5155 if you prefer to furnish a card number by phone.

2025 HALF-DAY ONLINE workshops

Workshops run from 1 to 4 p.m. Eastern time. Each workshop provides in-depth training in a specific tax information reporting topic.

  • March 13: Form W-9 and Backup Withholding

  • April 3: Forms W-8 (including some discussion on tax treaties)

  • June 12: Legal Settlement and Attorney Payment Reporting

Register online or submit a completed registration form to office@cokala.com. Call Cokala at (734) 629-5155 if you prefer to furnish a card number by phone.