2027 Tax Compliance Readiness: Mastering Forms W-2, W-4, and Form 8867 Due Diligence

2 IRS CE/CTEC/NASBA CPE*

As the 2027 tax filing season approaches, tax professionals must be prepared to address evolving payroll reporting requirements, employee withholding elections, and heightened due diligence expectations. This practical two-hour webinar provides an update on current Form W-2 wage reporting requirements, proper completion and review of Form W-4 Employee's Withholding Certificate, including use of the IRS's online Tax Withholding Estimator (W-4 Application), and the critical due diligence obligations associated with Form 8867, Paid Preparer's Due Diligence Checklist. The IRS continues to emphasize accuracy in withholding, refundable credit claims, and Head of Household filing status determinations, making preparer compliance more important than ever.
Participants will examine common compliance errors, documentation standards, preparer penalty exposure, and best practices for gathering and substantiating taxpayer information. The presentation will provide actionable guidance to help practitioners reduce risk, improve client service, and navigate the upcoming filing season with confidence.

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*Self-Study recording available for IRS CE Credit only (NO CPE)

NASBA Field of Study: Taxes

IRS Program #: 7Q3WU-T-TBA
CTEC Course #: 6248-CE-TBA