Mini Instructors Course: Understanding W-4 & Withholdings

The W-4 form is one of the most common sources of client confusion — and one of the most important tools in preventing surprise refunds or tax bills. This Mini Instructor Course equips EROs to train PTIN holders with the knowledge to understand how W-4 elections impact withholding, refunds, and balances due, so they can confidently educate clients without crossing compliance boundaries.

👩🏽💻 Who It’s For

• EROs training new PTIN holders.

• Tax office owners wanting a plug-and-play staff training module.

• New PTIN holders seeking confidence in W-4 and withholding discussions.

Every return begins with proper withholding. Misunderstanding the W-4 leads to client frustration, surprise tax bills, and lost trust. This course ensures your team can confidently explain withholding, set the right expectations, and protect both the client and the preparer.

✨ Empower your PTIN holders to answer client questions with clarity and compliance — and turn confusion into confidence. ✨