Training Classes

Learn more about our tax information reporting and withholding compliance training classes.

Tax Compliance Training Classes

Cokala Tax Compliance Training Classes help your organization to be prepared for the demands of information reporting all year long and not just during filing season.

Presented by Marianne Couch, J.D., Cokala’s classes provide comprehensive training on Form 1099/W-9 and backup withholding and Form 1042-S/W-8 and 8233/FATCA and I.R.C. chapter 3 withholding obligations and reporting requirements – including recent federal legislation affecting Form 1099 reporting requirements and how these changes affect your compliance obligations in 2026.

For 2026, In-Person 1099 & 1042-S Training Classes are being offered in Dallas, TX, on November 10, 11 and 12 - details coming soon.

Our Live Online 1099 and 1042-S Training Classes offer the convenience of real-time learning without the need for travel, and give participants the opportunity to ask questions through chat box interaction.

You may register for classes online by selecting your class options below and clicking “Register & Add to Cart.” Complete your online registration by completing the checkout process from your Cart. Cokala tax technical advisory support subscribers should enter the subscriber discount code at checkout to receive the discounted subscriber class fee. Once the online registration process is complete, you will receive a confirmation email.

You may also 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.

Webinars

Cokala Live Online Webinars provide in-depth training on a specific tax information reporting topic. Webinars are 90 minutes long and run from 2 to 3:30pm Eastern time.

Webinar topics for 2026:

  • Thursday, April 23: Software and Digital Content Sourcing, Withholding and Reporting

  • Thursday, May 21: Payments to Artists, Athletes, Entertainers and Agents

  • Thursday, June 18: Form W-8 and W-9 Basic Review for Payer Reporting Compliance

Workshop fee: $125

In-Person 1099 & 1042-S Training Classes for 2026

1-DAY CLASS: 1099 and W-9 TAX COMPLIANCE TRAINING

Registration is closed for all 2025 1-Day 1099 and W-9 Tax Compliance Training classes.

2-DAY CLASS: FORM 1042-S / FATCA / FORMS W-8 TAX COMPLIANCE TRAINING

Registration is closed for all 2025 2-Day 1042-S / FATCA / FORMS W-8 Tax Compliance Training classes.

COMBINED 1-DAY 1099 and 2-DAY 1042-S TAX COMPLIANCE TRAINING

Registration is closed for all 2025 combined 1-Day 1099 and 2-day 1042-S Tax Compliance Training classes.

Live Online 1099 & 1042-S Training Classes for 2026

1-DAY CLASS: FORM 1099 and W-9 TAX COMPLIANCE TRAINING

Primary focus on IRS reporting compliance for Forms 1099-NEC and 1099-MISC; use of IRS Form W-9 and reliance on the W-9; including focus on how tax provisions of the recently passed H.R. 1 legislation (the “OBBBA”) affect your 1099 reporting requirements, with changes to the Form 1099-NEC reporting threshold and some Form 1099-MISC reportable thresholds, beginning with payments made in calendar year 2026; federal backup withholding required on certain payments; and handling IRS Notices CP2100 and 972CG; filing Form 945; electronic filing requirements and the IRS IRIS Portal and IRIS A2A systems and anticipated retirement of the FIRE system for tax year 2026.

Learning objectives:

  • Identify payments which must be reported to the IRS

  • Identify the reportable payee including when paying sole proprietors, LLCs or agents

  • Identify payments which require backup withholding and what to do with the 24% you withheld

Cokala’s 2026 LIVE ONLINE Form 1099 class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:

  • Tuesday, October 13

  • Tuesday, November 17

  • Tuesday, December 15

Class fee: $480

1-DAY CLASS: BASIC FORM 1042-S / FATCA / FORMS W-8 TAX COMPLIANCE TRAINING (LEVEL 1)

Basic tax compliance for the requirements to determine status, withhold U.S. tax and file IRS Form 1042-S for payments to foreign entities and foreign individuals. Addresses issues under Code chapter 3 (withholding at source) and chapter 4 (FATCA, the Foreign Account Tax Compliance Act). Includes review of Forms W-8 and 8233 for certification of status, rules for presumption of status in the absence of certification, federal deposit and Form 1042 filing for withholding tax liabilities, and focus on new tax regulations on classifying income for cloud transactions and transactions involving digital content, and proposed regs for sourcing cloud transaction income.

Learning objectives:

  • Distinguish between payments to U.S. persons (reportable on Forms 1099) and payments to non-US persons (reportable on Forms 1042-S and 1042)

  • Recognize the required elements for validity of W-8 forms and Form 8233 which certify foreign beneficial owners of income

  • Identify payments reportable on IRS Form 1042-S

  • Determine federal income tax withholding

Cokala’s 2026 LIVE ONLINE Form 1042-S Level 1 class runs from 11a.m. to 5p.m. Eastern time and is offered on:

  • Thursday, October 15

  • Thursday, November 19

Class fee: $480

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 8233 forms; presumption regulations for status when insufficient documentation is furnished; and paying foreign intermediaries, agents and partnerships; preparing Forms 1042-S.

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 2026 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 20

  • Tuesday, December 1

Class fee: $480

COKALA Tax Information Reporting Solutions, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

The Cokala programs described above are presented in group live online format (see individual program description). Program level: Basic; no prerequisite requirement for any of these Cokala classes, and no advance preparation required. Field of study: Tax. Recommended CPE credits: 1-day class, 6 credits. Workshop, 3 credits.

Registration, cancellation, refund, and privacy policies can be reviewed on our Policies page.