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✰FOUNDATIONAL Workshop

Vendor Reporting: Setup to Filing – 12/4/26

Registration Closes:

Get ahead of year-end vendor reporting with the knowledge and tools to meet federal and state requirements.

Vendor reporting begins long before year-end filing deadlines arrive. Every W-9 collected, vendor record established, payment processed, and withholding decision made throughout the year directly impacts your ability to accurately report payments and meet federal and state requirements. As electronic filing mandates and reporting regulations continue to evolve, even small mistakes can create significant challenges during reporting season.

This practical workshop provides a step-by-step guide to managing the vendor reporting lifecycle from setup through final filing. Participants will learn how to properly collect vendor documentation, identify reportable payments, navigate federal and California reporting requirements, comply with electronic filing mandates, and address special situations involving foreign vendors, backup withholding, and IRS notices. Walk away with the knowledge and tools needed to confidently manage year-end vendor reporting and maintain compliance throughout the process.

Live Virtual Workshop
10:00 AM – 3:30 PM

5.0 CEUs

Who Should Attend

Accounting professionals, accounts payable staff, purchasing personnel, fiscal services staff, and other school business professionals responsible for vendor setup, payment processing, and year-end reporting.

What You Will Learn

Participants will learn how to:

  • Identify vendors and payments that must be reported to the IRS and the State of California
  • Properly collect, review, and maintain vendor documentation, including Form W-9 information
  • Navigate federal electronic filing requirements and registration processes
  • Understand the differences between U.S. and foreign vendor reporting requirements
  • Determine when California nonresident withholding requirements apply
  • Prepare, file, and correct federal and state information returns
  • Respond appropriately to IRS “B” Notices and backup withholding situations
  • Stay current with changing federal and state reporting regulations

Featured Presenters

Sondra Dougherty, Owner, Employer Compliance Services

A recognized compliance expert, author, and trainer, Sondra Dougherty brings decades of experience helping public and private employers navigate complex federal and state reporting requirements, payroll regulations, and employer compliance obligations.

Registration

Early Bird Regular
CASBO Member $315 $365
Non-Member $425 $475

Registration & Access

Early Bird Deadline: November 4, 2026
Cancellation Deadline: November 18, 2026
Registration Closes: November 30, 2026
Cancellation Fee: $45

Participants will receive a Zoom link upon registration and again in a reminder email approximately four business days before the workshop.

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Policy Statement Associate Members who are not exhibiting or sponsoring at a CASBO conference are not permitted to attend the event as regular attendees.

Details

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