COKALA offers you
practical training in
tax compliance
2-day Form 1042-S, W-8, FATCA Tax Compliance class
Updated for 2020
- Online in real time, dates scheduled August - December 2020
Schedule updated July 23, 2020 for all online classes; see dates below
This enhanced class is updated for 2020 including recent final and proposed
Regulations.  Class covers federal tax reporting & withholding rules for
documentation of payees on Forms W-8 for payments subject to I.R.C. chapter 3
(withholding at source on payments to foreign individuals and entities) and chapter
4 (FATCA, the Foreign Tax Account Compliance Act applicable to foreign entities
for certain types of payments).  Topics include withholding U.S. income tax, applying
presumption rules to determine status when you have no valid certification or
documentation or there is reason to doubt documentation, Form 1042-S and Form
1042 reporting.  This 2-day class provides all of the basic training of our 1-day
Form 1042-S class
plus a deeper dive into the compliance requirements when an
intermediary is in the chain of payment such as an agent or a foreign pass-through
plus detailed instruction and hands-on practice with the form validity
requirements for the W-8 series and Form 8233.     

Cokala programs for 1099 and 1042-S tax compliance are widely respected for
teaching the tax technical requirements in the context of real-life situations and
providing answers to the questions you bring to class.  
Whether you participate in
an online class, or in person in Dallas, the compliance topics in the training program
are the same, and the registered attendee receives three months of followup Q&A
support from Cokala.

Taught by
Marianne Couch, JD

Learning Objectives:
2020 CLASS REGISTRATION FORM  (download PDF for on-screen fillable form)

Live online attendance:
- August 11 & 12, online, 9 a.m. – 3:30 p.m. each day; morning, lunchtime, afternoon breaks
- October 20 & 21, online, 12 Noon – 6:30 p.m. each day; morning, lunchtime, afternoon breaks
(times are Eastern)
$760 standard registration; $684 if attendee's company is a Cokala subscriber.  
Register by phone, email or mail  
By phone: call 734-358-7875 or 734.629.5155.  Or, fill out registration form and email it to, or send form by mail to COKALA Tax Information Reporting Solutions LLC,
PO Box 2224, Ann Arbor MI 48106.

This is a 2-day program, presented in group internet based format. Program level is Basic;
there is no prerequisite requirement for this class, and no advance preparation required.

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

Cokala is also registered with the Texas State Board of Accountancy as an approved provider of
CPE continuing education credit.

Cancellation, contact, or complaint information

Refunds:  Requests for refunds must be received in writing (email or mail) at least seven
business days prior to the first day of the program, and are subject to a $50 cancellation fee.
For more information regarding administrative policies such as complaint, refund and
cancellation, please contact our office at 734.629.5155.
COKALA Tax Information Reporting Solutions, LLC
Telephone 734.629.5155
PO Box 2224, Ann Arbor MI 48105-2224