Form W-4 Updates: Ensure Accurate Information & Withholding

Summary

Now that employees are starting to look at their personal income taxes and navigating the impact of tax provisions available in the One Big Beautiful Bill Act (OBBBA), they may need to make changes or have questions about their Form W-4 and will be turning to you for answers.

In our interactive instructor-led 100-minute event, you will learn how to ensure compliance with the latest updates to Form W-4.  Discover what you need to know to properly calculate tax withholding, avoid errors, plus dos and don’ts for responding to employees’ pressing W-4 questions.

Join us as we cover:

• How the Form W-4 will change in 2026
• How to spot & correct common W-4 form errors 
• Key updates that could affect your payroll processes
• Tools & strategies to streamline your withholding compliance process
• Best practices for handling employee exemptions & multiple job claims

Program Highlights

W-4  Updates: Prevent Costly  Mistakes 

• 2026 Form W-4 changes
• Required sections of the W-4 form and why step 1 and step 5 are critical
• Techniques for managing employees who claim exemptions 
• Solutions for handling multi-job scenarios and dependent claims efficiently

Streamline Payroll Processes: Ensure Compliance

• Implement the latest withholding tables to ensure accurate deductions
• Reviewing and correcting payroll errors caused by outdated or incomplete W-4 forms
• Methods to maintain a compliant payroll system with regular updates 

Enhance Employee Communication: Avoid Confusion & Errors

• Ways to communicate effectively with employees about their W-4 form choices and tax impact
• How to provide the right resources without offering tax advice
• Tips to handle employee requests for bonus payments and other special withholding circumstances

Question & Answer Session – Have your specific questions answered!

ABOUT THE SPEAKER

Tricia Richardson

Tricia Richardson, CPP, SPHR, SHRM-SCP provides clients with direct payroll assistance, information, education, consultation, and even empathy, in her role as a Consultant.Tricia has more than 25 years of experience in all aspects of workforce management (payroll processing, taxation, employee handbooks, human resources, benefits, etc.). Tricia is a Payroll and Human Resource “nerd” who enjoys reading Internal Revenue Code.