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Payroll Compliance Update: Preparing For Year-End And 2017 (HRMN65W)

Presented by: Vicki M. Lambert, CPP
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Pre Recorded Webinar
100 minutes
Event Description
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Tips, Strategies and Best Practices for Payroll Department to Prepare for Year End 2016 and Year Beginning 2017

As was the general trend, payroll preparations typically used to begin in October/November. However, it is important that preparations begin in January and is conducted all through the calendar year. This has been more important now than ever as IRS is looking into the year-end compliance issues. It’s time to prepare your department as the 2016 calendar year approaches its end, and get started with the 2017 New Year payroll processing.

This webinar by expert speaker Vicki M. Lambert, CPP will help you update your year-end payroll processing and prepare for the beginning year 2017. In this session Vicki will cover some important topics such as reconciling; annual updates from IRS, DOL, SSA and on the state level; and completing and submitting Form W-2 both federal and state. She will also share best practices to make the year end and beginning go smoother for you.

The webinar is designed to provide the latest best practices to you and help in the transition of your payroll department all the way from a year-end crunch to a smooth and compliant year-end process. You will know how checklists help in keeping you on track, ensure all tasks are completed and explain how a simple 2-page memo is enough to prevent various questions from employees. The webinar will also discuss how your duplicate form W-2 request form and procedures need to be set-up and in place before issuing forms. You will know how this will assist you when you process those requests in the upcoming year.

Additionally, you’ll get examples of checklists required to be prepared each year end to ensure smooth transition. Also, get updates for 2017 calendar year on items such as social security wage base, deferred compensation limits, mileage rates and Forms W-2 and 941. Plus, you will get a sample form to request a duplicate Form W-2 that can be used in your own department, as well as information on setting up the procedures for requesting the form. 

Finally, you’ll know how to work throughout the year to collect information from accounts payable for year-end instead of trying to obtain all of the information in December. The session will also demonstrate how this helps smooth out the year end processing and relieve year end stress for both departments. The basis for year-end memo will be provided to help payroll department in informing employees on what lies ahead for the upcoming year, which will help curtail questions during the hectic payroll time period.

Session Highlights:

  • Reconciliation of Form W-2 to Form 941 and why should it be done
  • Year-beginning annual changes update on social security wage base, standard mileage rate, fringe benefit limitations, qualified transportation fringe benefits, federal per diem allowance etc.
  • Using required year-end notice to update coming year preparations to employees
  • Best practices on organizing the payroll department for year-end including action item check lists for Form W-2, Year end and Year beginning to ensure a smooth process
  • Handling duplicate requests for Form W-2 including charging fees
  • Best practices for gathering, calculating and reconciling W-2 data all year long as is now expected by the IRS
  • Fringe benefit taxation for year-end including awards and prizes, moving expenses, personal use of company cars and gift certificates
  • Latest update on white-collar exemptions and electronic delivery of W-2s to employees
  • What is the correct time to use Form W-2c and when to correct the W-2 itself
  • State regulatory changes affecting payroll including SUI wage bases, minimum wage increases and more
  • Reviewing EFW-2 record changes for tax year 2016 and verifying employee names and SSN’s
  • Reviewing filing deadlines and Third Party Sick Pay reporting

Who Should Attend

Payroll and human resources professionals who must handle closing out the calendar year payroll and preparing Forms W-2

About Our Speaker(s)

Vicki M. Lambert | Payroll Training SpeakerVicki M. Lambert CPP
Vicki M. Lambert, CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades 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 respecte... More info

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    Event Title: Payroll Compliance Update: Preparing For Year-End And 2017
    Presenter(s): Vicki M. Lambert, CPP

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