Our Services

Cokala group helps major U.S. companies and institutions avoid risk through effective compliance with tax information reporting.

Tax Technical Support Subscription with Weekly Update Bulletins

When your organization subscribes to year-round support service from Cokala, help is as near as logging in when you need to know whether tax must be withheld … if tax information return filing is going to be required … what documentation you need from the payee before you authorize payment … and answers to many other questions in tax information reporting and withholding. We help major U.S. companies and institutions avoid risk through effective compliance with federal requirements for tax withholding, payee certifications, tax information reporting, and related issues such as work eligibility and worker classification (employee/independent contractor).

You can contact us when questions come up in daily operations, or in unexpected circumstances. From “is it reportable” to the “how-to” of withholding and reporting, we’ll help with questions relating to Forms W-9, W-8, 8233, 1099, 1098, 945, 1042, 1042-S. And when you’re a Cokala subscriber, we’ll reach out to contact you too, with weekly bulletins featuring the latest news affecting tax information reporting and withholding to help you and your organization keep up with changes in federal regulations, withholding rules, filing due dates and other requirements.

And as a subscriber you’ll receive a general Year-End Update webinar every Fall to recap what’s new for the year’s 1099 and 1042-S reporting.

We serve

  • Accounts Payable in all types of organizations

  • Colleges and universities

  • Nonprofit cultural and research organizations

  • Insurance companies

Your subscription fee for year-round on-call support service is tailored to the types of transactions, tax withholding and reporting you do. Please email office@cokala.com for a subscription fee quote.

Tax Compliance Training Classes

Cokala provides training to help your organization understand and apply federal requirements for income tax withholding, tax deposit, tax information reporting of payments to U.S. recipients and foreign beneficial owners of U.S.-source income, the required documentation of payee status and claims of reduced withholding, and related issues. Training programs include one-day "live online" classes and half-day "live online" workshops. For class content and the current year's class dates and locations please see Training Classes page.

Custom Training for Form 1099 and 1042-S Tax Reporting and Withholding Compliance

Custom-designed training, either onsite in person at your location or by web-based service, offers high value because you bring all key people together to focus on how regulatory requirements can be implemented in your organization. Everyone learns together and shares the benefit of the immediate explanations and clarifications your Cokala professional provides. Cokala works with you in advance to create a training program to address your specific types of transactions, payments and payees. Please email office@cokala.com to discuss how we can help support you.