• Wednesday, Feb. 8
  • 1:00 ET
  • 10:00 PT

The Withholding Workshop: Form W-4 and 2023 Compliance Training

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How to comply with the new withholding changes and 2023 payroll checklist

In this 75-minute interactive online training, learn how to:

  • Get in complete compliance

    Discover if your W-4 and withholding processes are in compliance for 2023.

  • Make the W-4 changes work for you, not against you

    Understand how the IRS’ new “computational bridge” for employees who have old W-4s on file can ease your payroll calculations.

  • Explain it correctly to employees

    Learning how to effectively communicate with your employees about this complex new form can reduce common errors they make.

The W-4 used to be a simple half-page. Now it looks like a tax return and employees have to do the math!

Despite all the unhappiness and complaints from Payroll, HR and employees over the last couple of years, the IRS is sticking with the new form and the new withholding rules that go along with it.

Continuing headache: The IRS didn’t inflation-adjust the W-4 withholding amounts for 2022 and won’t do so for 2023. As a result, employees who don’t check their withholding this year may be underwithheld  at the end of the year and they’ll blame you when they have to write a check to the U.S. Treasury.

This revamped W-4 remains a tough chew: no pay period withholding, no withholding allowances for employees to claim and no more inflation adjustments to the withholding adjustment amounts. And the IRS can’t get out of the hole it dug for itself. To deal with the two withholding systems it inadvertently created—one based on old W-4s and withholding allowances and the other based on the revised W-4 and no withholding allowances—the IRS has created a “computational bridge” that complicates your process further upfront, but which may ease your compliance burdens down the line.

Is your W-4 process in compliance? Discover the new rules for employee withholding and get all of your questions answered. And remember, even if you outsource payroll to a third party, the IRS will always hold YOU responsible for any mistakes—so it's your job to guarantee compliance.

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Agenda for The Withholding Workshop

  • What’s new about the W-4 process and how to quickly get your company into compliance.
  • What those W-4 worksheets are about and how they affect withholding. For years the IRS included worksheets along with the form. Most employees ignored them. Now they can't.
  • How to help employees use the IRS' withholding estimator. Employees who've used the estimator are getting their withholding wrong. You can help.
  • How to explain these changes to employees. When employees need (or choose) to update their W-4s, don't just hand them the confusing new form and walk away. Instead, create a communication plan to help employees fill out the form.
  • Employees you hire this year may not have completed a W-4 in many years. You can help them avoid costly mistakes.
  • What do we do if employees never updated their W-4s? Since most employees don't refile their W-4s, and the IRS says it can't make them refile, your payroll system must now account for two radically different W-4 forms and withholding methods. But don't worry—the IRS has at least two solutions for this! And they work … sort of.
  • Life changes may mean employees must refile their W-4s. To prevent IRS penalties, learn when employees must file new W-4s. Plus, discover the five situations in which you should immediately reject a W-4, and what to do when the IRS sends you a letter voiding an employee's W-4.
  • Are your withholding processes correct? Computer programs and vendors are only as good as the data you've supplied. Best practice: Figure your own withholding at least once a year. We'll decipher the IRS' step-by-step instructions that let you do just that.
  • How do you handle supplemental pay? You'll also be able to spot the 12 different types of supplemental pay and to apply the seven key rules for withholding on supplemental pay.
  • Plus, get answers to your own withholding questions from attorney Alice Gilman, editor of Payroll Legal Alert, a true payroll expert!

Interactive Q&A time included

Plus, get answers to your own withholding questions from attorney Alice Gilman, editor of Payroll Legal Alert, a true payroll expert!

Alice Gilman, Esq., is an expert in payroll and tax compliance who has covered payroll issues for more than 26 years. She's written and edited several leading payroll publications, including Payroll Legal Alert, the Research Institute of America's Payroll Guide, the American Payroll Association's Basic Guide to Payroll and the Payroll Manager's Letter.

Alice Gilman
Alice Gilman esquire and author
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Professional Certification Credit Hours Included With This Webinar

Business Management Daily is recognized by SHRM to offer Professional Development Credits (PDC) for SHRM-CP® or SHRM-SCP® recertification activities.

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

Register now and receive these free bonuses!

Payroll Checklist

Every registrant will receive a copy of Payroll Checklist, a 20-page step-by-step compliance guide detailing every deadline and action item required for every pay period, month, and calendar quarter of the year. Use the checklist as a guide to total payroll compliance for the rest of the year.

A full month of access to PayrollLegalAlert.com

You'll also receive one month of exclusive access to Payroll Legal Alert – our comprehensive online resource with timely advice, helpful articles, forms, tables and charts that will help you improve every aspect of your payroll operation. So that you continue to benefit from Payroll Legal Alert, we will continue your subscription after that for the then current rate, unless you tell us "no, thanks" – your choice.

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If The Withholding Workshop fails to meet your needs in any way, we will refund 100% of your tuition – every penny you paid – but your course materials and registration bonuses will be yours to keep. No hassles, no questions asked.