How to use "Instructions for Form 8973, Certified Professional Employer Organization/Customer Reporting Agreement"?

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Instructions for Form 8973, Certified Professional Employer Organization/Customer Reporting Agreement

This article is provided for educational purposes only. Information presented here does not constitute legal, financial, or other advice. Consult with appropriate professionals before preparing and filing any documents.

Form 8973, Certified Professional Employer Organization/Customer Reporting Agreement, is used by certified professional employer organizations (CPEOs) to report and attest to the IRS their clients' employment tax liabilities and credits.

It's needed to ensure compliance with IRS regulations, particularly employment taxes. The intended audience includes CPEOs and their clients.

This form requires details about the CPEO, the client company, and specifics on the employment tax liabilities and credits.

Submission deadlines align with relevant tax reporting periods. It's typically submitted electronically through the IRS e-services portal.

The cost of filing this form can vary based on the method of submission and whether professional assistance is used in its preparation.

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