COKALA provides services for corporate accounts payable, academic and nonprofit institutions, insurance
companies, retirement plans, and banks
  • Advisory services subscription for technical tax questions that arise in your daily operations regarding
    compliance with tax withholding and reporting and documentation of payees - covers federal rules for
    Forms W-9, W-8, 8233; Forms 1099, 1098, 5498, 1042-S; Forms 945, 1042; and related issues.
  • Advisory services on tax issues, documentation and work eligibility for contracting with, or employing, foreign
    individuals or foreign companies
  • On-site consultation regarding compliance requirements for payee documentation on Forms W-9, W-8 and
    8233; tax withholding and deposit; tax reporting on Forms 1099, 945, 1042-S and 1042
  • Assistance with internal processing guidelines for regulatory compliance
  • Tax compliance classes open to the public (see 2020 class schedule below)  
  • On-site custom training programs for Form 1099-W-9 and Form 1042-S/Forms W-8/FATCA compliance at
    all levels of your organization
  • Publications and bulletins to support compliance with regulatory requirements
Services from the
COKALA Group
The Cokala group helps major U.S. companies and institutions avoid risk through effective
compliance with requirements for non-wage tax withholding, payee documentation, tax information
reporting, and related issues such as work eligibility and worker classification of employees and
independent contractors. The Cokala firm was founded in 2007.    
 
COKALA Tax Information Reporting Solutions, LLC
Telephone 734.629.5155
PO Box 2224, Ann Arbor MI 48106-2224
office@cokala.com
2020 SCHEDULE OF TAX COMPLIANCE CLASSES updated July 23, 2020
If you have questions about 2020 class registration, please call 734-358-7875 or email office@cokala.com.
To register for online classes, download the fill-in
2020 CLASS REGISTRATION FORM

2-DAY ENHANCED TRAINING on Form 1042-S Reportable Payments and Tax Withholding
Updated for 2020 including recent final and proposed Regulations and amendments to income tax treaties.
Covers all of the topics taught in our 1-day basic 1042-S class for withholding-at-source and FATCA
compliance, PLUS additional training on income tax treaty benefits, reviewing W-8 series forms and Form 8233
for validity, and working through real-life examples of payment situations and the related forms for beneficial
owner status (or reliance on presumption rules), federal income tax withholding and deposit, and preparation
of Forms 1042-S and 1042.   
- August 11 & 12,
online, 9 a.m. – 3:30 p.m. (Eastern time) each day; morning, lunchtime, afternoon breaks
- October 20 & 21,
online, 12 Noon – 6:30 p.m. (Eastern time) each day; morning, lunchtime, afternoon breaks

1-DAY Form 1099 and W-9 Tax Compliance Training for 2020
Updated for 2020 for major changes in forms and instructions.  Primary focus on the REVISED Form 1099-
MISC and NEW Form 1099-NEC; IRS Form W-9; federal backup withholding of 24% required on certain 1099
reportable payments; Form 1099 statements for recipients; IRS filing of Forms 1099 and the withholding
reconciliation Form 945; IRS CP2100 “B Notice” and 972-CG proposed penalty notice.   
- September 15,
online, 9 a.m. – 3:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks
- October 13,
online, 12 Noon – 6:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks
- November 23,
online, 9 a.m. – 3:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks
- December 8,
online, 9 a.m. – 3:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks

1-DAY Basic Form 1042-S / FATCA / Forms W-8 Tax Compliance Training for 2020
Updated for 2020 including recent final and proposed Regulations. Basic tax compliance training for
withholding U.S. tax, and reporting on IRS Form 1042-S, for payments to foreign entities and foreign
individuals, under regulations for Internal Revenue Code chapter 3 (“withholding at source” on U.S-sourced
income payments) and chapter 4 (“FATCA” requirements of the Foreign Accounts Tax Compliance Act).   
- September 17,
online, 9 a.m. – 3:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks
- November 10,
online, 12 Noon – 6:30 p.m. (Eastern time); morning, lunchtime and afternoon breaks