Training Classes

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

Tax Compliance Training Classes

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. 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.

Live Online 1099 & 1042-S Training Classes for 2025

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

Primary focus on Forms 1099-NEC and 1099-MISC. Class covers use of IRS Form W-9, federal backup withholding of 24% on certain payments, furnishing Form 1099 statements to payees, IRS electronic filing methods, Form 945 annual return required when tax has been withheld, how to process and respond to IRS Notices CP2100 and 972CG.

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 2025 LIVE ONLINE Form 1099 class runs from 11 a.m. to 5 p.m. Eastern time and is offered on:

  • Tuesday, October 14

  • Tuesday, November 18

Standard class fee $480, or $440 if registrant’s company is a Cokala tax technical advisory support subscriber.

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 for certification of status, rules for presumption of status in the absence of certification, federal deposit and Form 1042 filing for withholding tax liabilities, preparing Forms 1042-S, and pending regulations for cloud-based transactions.

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

  • Prepare IRS Forms 1042-S and 1042.

Cokala’s 2025 LIVE ONLINE Form 1042-S Level 1 class runs from 11a.m. to 5p.m. Eastern time and is offered on:

  • Thursday, October 16

  • Thursday, November 20

Standard class fee $480, or $440 if registrant’s company is a Cokala tax technical advisory support subscriber.

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.

In-Person 1099 & 1042-S Training Classes for 2025

1-DAY CLASS: 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; federal backup withholding required on certain payments; and handling IRS Notices CP2100 and 972CG.

Cokala’s 2025 IN-PERSON Form 1099 classes are offered on:

  • DALLAS, TX - Wednesday, November 12

  • CHARLOTTE, NC - Tuesday, December 9

1-day 1099 standard class fee $620, or $570 if registrant’s company is a Cokala tax technical advisory support subscriber.

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

Payments to non-U.S. entities and non-U.S. individuals; determining status, withholding tax and filing Form 1042-S; use and reviews of Forms W-8 and 8233 as certification of status; claims under tax treaties; foreign intermediaries and agents; federal deposit of withheld tax; annual Form 1042 filing.

Cokala’s 2025 IN-PERSON Form 1099 classes are offered on:

  • DALLAS, TX - Thursday, November 13 and Friday, November 14

  • CHARLOTTE, NC - Wednesday, December 10 and Thursday, December 11

2-day 1042-S standard class fee $1,235, or $1,140 if registrant’s company is a Cokala tax technical advisory support subscriber.

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

All three class days at the same location.

Cokala’s 2025 Combined IN-PERSON Form 1099 and 1042-S classes are offered on:

  • DALLAS, TX - Wednesday, November 12 through Friday, November 14

  • CHARLOTTE, NC - Tuesday, December 9 through Thursday, December 11

Combined 1-day 1099 & 2-day 1042-S standard class fee $1,650, or $1,545 if registrant’s company is a Cokala tax technical advisory support subscriber.

Workshops

Workshops are held live online beginning 1 p.m. and ending 4 p.m. Eastern time. Class fee $250, or $225 if registrant’s company is a Cokala tax technical advisory support subscriber.

2025 workshops are offered on:

  • Thursday, March 13: Form W-9 and Backup Withholding

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

  • Thursday, June 12: Legal Settlement and Attorney Payment Reporting

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.