How to Handle Multistate employees’ Tax Withholding and Related Issues Correctly

  • Accountant
  • AFSP
  • CRTP
  • CPP
  • CPA (US)
  • EA
  • HRCI
  • ORTP
  • SHRM
  • FPC
  • MRTP
  • CFIRS
  • CWS

Published: October, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Are you an Employer?
    8 mins
  • Determining State withholding Liability - Are you an employer?
    26 mins
  • Reciprocal Agreements
    46 mins
  • Example of Exempt form for Military spouse
    63 mins
  • Wage Hour Laws
    89 mins
  • Creditor Garnishment Limits by State
    114 mins

Course Description

Employee tax withholding was a challenging task for many employers, even before the COVID-19 pandemic which sharply increased the number of remote workers and introduced numerous new tax nexus considerations. With each state maintaining its own guidance on if and how telecommuters create a tax nexus for their employers, organizations have had to stay on top of numerous differing and evolving locality tax regulations, before ensuring proper management of tax withholding for affected workers. 

This online IRS approved CE course on Taxes discusses the handling of state taxes when an employee lives in one state and works in another, or works in two or more states simultaneously. 

We start with taxes that should be on the lookout for including state income tax, disability insurance, unemployment insurance, and the various local taxes. From this point in this online CPE course, we will discuss the conformity with the Internal Revenue Code for the states as well as the proper handling of supplemental taxation. Working with these basics we will discuss how to determine if the company is an employer in the state and therefore required to withhold or pay taxes. We then work through the definitions of resident and non-resident and how that affects the withholding or payment of taxes. But the proper withholding of taxes also depends on whether or not there are any agreements between the various states in question so at this point we will discuss reciprocal agreements and how they affect the withholding of state income tax. To ensure proper tax withholding we briefly discuss employee withholding certificates or what is commonly known as the Form W-4 equivalent for the states.

This online continuing education course also includes other forms that would need to be completed including non-resident forms and military spouse exemption forms. From this point we concentrate on how to determine the taxable wages for each date if the employee works in two or more states. We discuss the three methods available for the allocation of wages. Withholding of taxes is not the only compliance issue when it comes to multistate employees because it is imperative that the employees’ wages be reported correctly. 

We work through examples of how to report on Form W-2 for an employee who lives in one state and works in three separate states. Income tax withholding however is not the only tax that needs to be determined when handling multistate taxation, the state unemployment insurance must also be determined. 

We discuss how to determine which state to pay SUI or state unemployment insurance to when an employee lives and works in two or more states. And finally, we conclude the course with a discussion of other areas that are affected by an employee working in more than one state, namely, wage and hour law and garnishments.

Major Topics discussed in this online CPE/CE Taxes webinar:

  • Handling of state taxes when an employee lives in one state and works in another.
  • Handling of supplemental taxation.
  • Reciprocal agreements and how they affect the withholding of state income tax.
  • Form W-4 and W-2
  • Non-resident forms and military spouse exemption forms
  • SUI or state unemployment insurance


Click here to access more tax webinars on |Tax Updates | IRS Audit, Representation and Resolutions

Learning Objectives

  • To explore the various taxes required by different states including income tax, disability insurance and the plethora of local taxes that may apply to wages paid
  • To discover how to determine state withholding liability 
  • To contrast the difference between a resident and a non-resident of a state and how that affects state income tax withholding
  • To explore which states require the use of their own Withholding Allowance Certificate and which state allows either theirs or the Form W-4 to be used and which states do not have a form
  • To identify which states, follow the Internal Revenue Code and which version
  • To explore the requirements for reporting wages for multistate employees on Form W-2
  • To identify the four factors that are used to determine state unemployment insurance liability
  • To identify the states that have reciprocal agreements and explore how those agreements affect taxation

Recommended For

  • This online IRS approved CE course is recommended for CPA, EA, AFSP, Other Tax Professionals, Tax attorneys, SHRM, and Other HR, Tax, and Accounting Staff responsible for tax compliance and planning
  • This online CPE webinar is also recommended for business owners, Top management personnel’s and other business and financial advisors working with business clients on tax compliance and planning.

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 3 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-RDQQA)
  • 3 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 3 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0580)
  • 3 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 583563)
  • 3 CE Credit for Annual Filing Season Program (AFSP)
  • 3 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00622-21-S)
  • 3 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00622-21-S)
  • 3 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00622-21-S)
  • 3 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 3 CE Credit for Certified Wealth Strategist (CWS)
  • 3 General Credit for Accountant/Bookeeper
  • 3 RCH Credit of Core Payroll Concepts for Fundamental Payroll Certification (FPC) (Approval No. 22CPE026)
  • 3 RCH Credit of Core Payroll Concepts for Certified Payroll Professional (CPP) (Approval No. 22CPE026)

Additional details

  • Course Level :
    Basic
  • Credits :
    3
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Vicki Lambert, CPP

President, The Payroll Advisor

Vicki M. Lambert, CPP, is president and academic director of The Payroll Advisor™ a firm specializing in training payroll professionals. With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.

Ms. Lambert has lectured extensively on payroll administration and compliance issues for clients that have included Automatic Data Processing, CCH Incorporated, Ceridian Employer Services, and The Employer Group. Ms. Lambert has also served as a consultant and in-house trainer for businesses such as Sun Microsystems, Paychex, Fox Studios, Disney, County of Riverside, and City of Hesperia.

Ms. Lambert is an adjunct faculty member at Brandman University in Southern California. She is the creator of and the instructor for the Practical Payroll Online program offered through the School of Extended Education. Ms. Lambert currently produces and presents audio seminars and webcasts for clients and business groups throughout the country.

About Company

The Payroll Advisor

thepayrolladvisor.com/

The Payroll Advisor™ was developed to be your source for payroll training at all levels within the payroll field as well as for anyone who relies on complete, accurate and timely information regarding all aspects of the payroll function.
 
Our Philosophy
To achieve and maintain an acceptable level of competence within any endeavor requires effort and commitment. To truly become a master of your chosen field demands a curiosity and dedication that brings the science and mechanics of an occupation or craft to a level of artistry. But there is a level beyond that of a master that few in any area achieve. To get here one must have a passion for the field that transcends professional accolades or economic achievement. This is the point where the importance of the activity, the nobility of the work, and the realization that the positive results from your efforts can elevate the entire field. It is from this passion that The Payroll Advisor™ came to be.
 
Our Mission
The mission of The Payroll Advisor™ is to provide the absolute best payroll training available!  It must be timely, correct, understandable and accessible, and focused on the actual needs of the payroll professional in today’s fast-paced business environment.  This is done chiefly through the internet and other electronic means.
 
We also offer our high-quality webinars to outside vendors to offer to their clients through their own brand. Ms. Lambert is the speaker for each of these information-packed webinars. Our clients include Ascentis, Audio Solutions, Avant Resources, Business 21 Publications/Rapid Learning Institute, Center for Competitive Management, Compliance Online, Online Compliance Panel, Peoplestrategy, Thompson Interactive and Train HR.
 
Extended Education:  We concentrate on two methods to provide the finest quality payroll training under the Extended Education Departments of colleges and universities across the country. First, the Payroll Practice and Management Online Program is available in over one thousand colleges and universities across the United States and worldwide through Ed2Go/Cengage Learning/Gatlin Education.  Ms. Lambert is the content editor for this outstanding program as well as its current facilitator.
 
Second, Ms. Lambert is the content developer as well as the instructor for the Practical Payroll Online program offered at Brandman University. As an adjunct faculty member, Ms. Lambert teaches both the spring and fall semesters programs.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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