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Product ID: 392503EAU
 
Credit & Course Provided by:

Requirements for Providing E-Forms W-2 and W-2c

OnDemand Webinar (90 minutes)

Many organizations recognize the benefits of electronic W-2 and W-2c form distribution, but do not understand the IRS regulations and internal business elements surrounding this online implementation. Online W-2 projects can fail and be delayed due to not knowing all of the essential information regarding electronic form distribution. This on-demand webinar will explore all the requirements and business considerations to ensure that your project succeeds in a timely and cost effective manner.

Learning Objectives:

  • You will be able to discuss W-2 and W-2c performance metrics.
  • You will be able to explain ROI and expected payback period.
  • You will be able to review IRS Regulations (TD 9114).
  • You will be able to discuss W-2 data extraction and setup.

Authors

Craig Garritano, JAT Software, Inc.

Agenda

Internal Business Considerations

• Developing a Business Case

• Potential Changes to Your Organization

• Resistance to Change

• W-2 and W-2c Performance Metrics

• Calculate a Cost Benefit Analysis

• ROI and Expected Payback Period

• Project Plan Deliverables

• Employer/Employee Benefits

IRS Regulations (TD 9114)

• Consent and Withdrawal

• Required Disclosures

• Format and Posting

• Notification

• Retention

Implementation Considerations

• Security

• W-2 Data Extraction and Setup

• Consent and Withdrawal

• System Customization

Questions and Answers