Online 1-DAY CLASS: FORM 1042-S REPORTABLE PAYMENTS AND TAX WITHHOLDING (Level 2)
Building on the basic knowledge base of the Level 1 class, Level 2 provides a deeper dive into claims of a reduced withholding rate under tax treaties; sufficiency reviews of the W-8 and 823 forms; presumption rules for status when insufficient documentation is furnished; paying foreign intermediaries, agents and partnerships; and practice with review and validation of examples of the W-8 series forms, Form 8233 and Form W-9, and tax treaty claims.
Learning objectives:
Review tax treaty benefit claims
Research income tax treaties
Process Form 8233 with the IRS
Review W-8 series forms for sufficiency
Cokala’s 2025 LIVE ONLINE Level 2 Form 1042-S class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:
Tuesday, October 21
Tuesday, December 2
Standard class fee $480, or $440 if registrant’s company is a Cokala tax technical advisory support subscriber.
Building on the basic knowledge base of the Level 1 class, Level 2 provides a deeper dive into claims of a reduced withholding rate under tax treaties; sufficiency reviews of the W-8 and 823 forms; presumption rules for status when insufficient documentation is furnished; paying foreign intermediaries, agents and partnerships; and practice with review and validation of examples of the W-8 series forms, Form 8233 and Form W-9, and tax treaty claims.
Learning objectives:
Review tax treaty benefit claims
Research income tax treaties
Process Form 8233 with the IRS
Review W-8 series forms for sufficiency
Cokala’s 2025 LIVE ONLINE Level 2 Form 1042-S class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:
Tuesday, October 21
Tuesday, December 2
Standard class fee $480, or $440 if registrant’s company is a Cokala tax technical advisory support subscriber.
Building on the basic knowledge base of the Level 1 class, Level 2 provides a deeper dive into claims of a reduced withholding rate under tax treaties; sufficiency reviews of the W-8 and 823 forms; presumption rules for status when insufficient documentation is furnished; paying foreign intermediaries, agents and partnerships; and practice with review and validation of examples of the W-8 series forms, Form 8233 and Form W-9, and tax treaty claims.
Learning objectives:
Review tax treaty benefit claims
Research income tax treaties
Process Form 8233 with the IRS
Review W-8 series forms for sufficiency
Cokala’s 2025 LIVE ONLINE Level 2 Form 1042-S class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:
Tuesday, October 21
Tuesday, December 2
Standard class fee $480, or $440 if registrant’s company is a Cokala tax technical advisory support subscriber.