Handling IRS Notice 972-CG of Proposed Penalties - $29

Online Guide: How to Respond to IRS Notice 972-CG and Proposed Penalties

In this course, you will learn how to respond effectively to a 972-CG notice of proposed penalties. The course takes you through a step-by-step guide to:

• Responding to a 972-CG Notice

• • What to do 
  • When you need to do it

• Reasonable Cause Regulations and Requirements

  • How to implement best practices moving forward

• Understand the personal liability issues of the Notice 972-CG 

• • What you need to know
  • What you can do to help avoid personal liability 

Product Code: Notices972-CGPenalties

Duration of Course Access: 12 Months

$29.00 each Handling IRS Notice 972-CG of Proposed Penalties Add to cart

 

 

      

 Click here to: Save 23% with our 1099-MISC and TIN Matching Bundle

 It is possible to reduce the amount or persuade the IRS to waive the proposed penalty altogether.

But you must respond appropriately to the 972 Notice.

The Handling IRS Notice 972-CG of Proposed Penalties Course

Topics Covered:

• What is the 972-CG Notice of Proposed Penalty
• Contents of the 972-CG
• Penalties for Missing and Incorrect Name/TINs
• Maximum / De Minimis / Waiver
• Understanding the Reasonable Cause Regulations and Requirements
• IRS Matching Process & Name Controls
• How to Answer the Notice 972CG
• Reasonable Cause
• Sample "Reasonable Cause” Waiver Request Letter
• Personal Liability
• Best Practices Moving Forward

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Complying With Letter CP-2100 & Related B-Notices - $39

Online Guide: How to respond to IRS CP-2100 or CP-2100A Notifications and Handle B-Notices

Receiving an unexpected letter from the IRS in the mail typically comes with a feeling of worry, concern. Confusion often sets in when it relates to an unfamiliar topic such as backup withholding (Pub 1281) or Annual Solicitation (Pub 1586) and more.

This course answers the question: What to do when the IRS sends a 1099 Correction Notice? 

This course answers your questions about IRS Notification CP-2100 or CP-2100a and IRS 1^st B-Notice and 2^nd B-Notice.

You get the answers you need, the step-by-step approaches you need to take, and cautions about things you do not want to do when the Letter CP-2100 or B-Notices arrive. 

Product Code: CP2100BNotice

Duration of Course Access: 12 Months (Access and review any or all sections of the course at any time for a period of 12 months.)

$39.00 each Complying With Letter CP-2100 and Related B-Notices Add to cart

 

  

      

 Click here to: Save 23% with our 1099-MISC and TIN Matching Bundle

Complying With Letter CP-2100 & Related B-Notices Course

What you will learn:

• How to deal with with Problem 1099’s
  • IRS Notification CP-2100 or CP-2100a
  • Required actions within a limited time period
  • Required steps to resolve
  • What does not require you to respond to the IRS
  • What records are a must that you are required to keep
• Using the Pub 1281 Flowcharts
  • Incorrect TINs
  • Missing TINs
• 1st B-Notice
  • How to respond
  • Required response timelines
  • When is backup withholding required
• 2nd B-Notice
  
  • Important tax notice action is required
  • How to track the response
  • What you need to do
    • Individuals
    • Non- individuals or Certain Sole Proprietors
  • What to do if they do not respond
• Annual Solicitation (Pub 1586)
  • Notice of Name/Number mismatches or missing TIN’s
  • Backup Withholding for Missing and Incorrect Name/TIN(s)
• Document Your B-Notice Process
  • A checklist of eleven steps you need to take
  • Key reminders
• Form 945 Cautions - (no coding corrections allowed)

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Nonresident Alien W-8 and 1042 Reporting Course - $89

Online Guide: Master Nonresident Alien W-8 and 1042 Reporting for IRS Compliance

This online course you will develop a  better understanding of the IRS Forms for Nonresident Alien Reporting, Make Proper NRA Determinations, ITIN Renewal Requirements, Key Definitions, Substantial Presence Test, VISA Issues. Presumption Rules, Signatures , Actions Required, Forms Always Require a US TIN, Substitute Forms & Electronic Submission, Reportable Income, FDAP Income, Reporting & Withholding, What’s new and much more….

Product Code: NonresAlienReporting

Duration of Course Access: 12 Months (Access and review any or all sections of the course at any time for a period of 12 months.)

$89.00 each Nonresident Alien W-8 and 1042 Reporting Course Add to cart

 

  

      

 Click here to: Save 23% with our 1099 Reporting Bundle (includes1099-MISC & NEC plus TIN Matching)

The IRS Nonresident Alien W-8 and 1042 Reporting Course Summary 

This course describes the taxation and basic concepts of United States nonresident alien individuals and reporting payee income. The course covers the forms and publications and provides instructions and best practices for each aspect of nonresident alien reporting process.

The course covers payments made to nonresident aliens, withholding requirements on US source income, special rules, and exclusions for nonresident aliens. You will learn key definitions, presumptive rules, the substantial presence test and much more. 

This course is beneficial to anyone who has the responsibility income amounts paid nonresident aliens.

Nonresident Alien Payees – How to Handle the Information Reporting and Backup Withholding Requirements.

The IRS Nonresident Alien W-8 and 1042 Reporting Course Agenda:

• Who is a Nonresident Alien?
  
  
  • Which document: W-9 or W-8 (which W-8?)

• Review of the Five Forms W-8
  
  
  • When to use each one

• Why Examine a Tax Treaty
  
  
  • Use treaties to confirm exemption claims

• Making Backup Withholding Deposits Timely
  
  
  • Prevent confusion with your other withholding deposits

• Review of the Form 1042-S
  
  
  • And the Annual Form 1042 reporting backup withholding

• Best Practices to Avoid Penalties
  
  
  • Manage your NRA information reporting and backup withholding 

Forms and Publications Covered

This IRS Nonresident Alien W-8 and 1042 Reporting Course can help you avoid costly penalties and expenses related Nonresident Alien Payee reporting!

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1099 MISC and 1099 NEC Training - $89

Online Guide: Filing Form 1099-MISC and Form 1099-NEC Reporting Requirements

Stay compliant and avoid IRS penalties with our comprehensive online training on Form 1099-MISC and Form 1099-NEC. This self-paced course gives you the tools and knowledge you need to properly identify, report, and manage vendor payments that trigger 1099 reporting requirements.

Updates provided when requirements change. 

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Product Code: 1099MISC&NEC

Duration of Course Access: 12 Months

1099 MISC (2023 Update)

$89.00 each 1099 MISC and 1099 NEC Add to cart

  

       

 Quantity discounts are available. Call 877-385-5515 for details.

Save More with Our Cost-Saving 1099 Course Bundles:

• 1099-MISC and TIN Matching Bundle
• 1099 Reporting Bundle
• 1099 Reporting Super Pack

1099 MISC Course Summary 

This expert-led course teaches you how to determine which vendors - even incorporated ones - must be reported on Form 1099-MISC or Form 1099-NEC. It follows the same proven framework as our popular our instructor-led 1099 MISC course and serves as a complete guide to the 1099 MISC and 1099 NEC reporting requirements for each and every box on these forms. 

View the 1099-MISC/NEC Course Demo

Key Topics Covered in this 1099 MISC Course

• How to collect required information from vendors
• What services or transactions trigger 1099-MISC or 1099-NEC reporting
• How to avoid IRS penalties when vendors fail to provide accurate W-9s
• Real-world examples including:
  • Equipment rentals
  • Independent contractor payments
  • Catered events and services
  • Legal, accounting, and professional services
  • Medical exams and employee testing

Too often, payments are made before proper documentation is collected—only to find out later that a 1099 is required and the information is missing. This course helps prevent these costly mistakes and keeps you audit-ready.

Why This 1099 Course Matters

If your team is responsible for vendor setup, purchasing, or AP compliance, this course is essential. By learning how to proactively flag reportable vendors and transactions, your organization can:

• Save time and reduce manual corrections
• Avoid late filings and costly IRS penalties
• Improve vendor compliance and streamline year-end reporting

Businesses trust this course to reduce risk and save money.

Course Details

• 1099-MISC & 1099-NEC Course
• Price: $89 per user for a 1-year subscription
• Group discounts available – Call 877-385-5515 for pricing

Get started today and ensure your 1099 reporting is accurate, efficient, and fully compliant!

Check out our NEW TIN Matching Course

Click here to: Save 23% with our 1099-MISC and TIN Matching Bundle

View: Instructor-Led Finance and Accounting Courses, Seminars and Workshops