This audio conference concentrates on preparing the department for the end of the calendar tax year and the New Year processing. Topics covered in the session include reconciling, completing and submitting Form W-2 federal and state; update to annual changes from the IRS, SSA, DOL and on the state level; and best practices that will help make the year-end and year beginning go smoother. However, preparing for year-end should not begin in October or November; it should ideally begin in January and should be conducted throughout the calendar year to prevent stress and hassle.
In this 90-minute session, Vicki will provide an overview on the latest best practices to help your payroll department transition from a year end crunch to a smooth and compliant year end. She will discuss:
This session will provide a sample form to request a duplicate Form W-2 that can be used by the attendee in their own department as well as information on setting up the procedures for requesting the form. You will learn 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. Vicki will demonstrate how this will help smooth out the year end processing and relieve year end stress for both departments. She will provide the basis for a year end memo to help payroll departments inform the company’s employees of what lies ahead for the New Year to help curtail questions during this hectic time for payroll.
It is impossible to know when the IRS or other government agencies will release year end information; hence it is possible that not all the information will be included in the audio conference. The slide presentation will state when information is pending. To ensure that all attendees receive complete information our expert will be providing updates to pass on to the attendees of the webinar beginning one day after the date of your audio conference. This will continue until December 15th. At that time I will provide one final update for the year.
Ask a question at the Q&A session following the live event and get advice pertaining to the conference from our expert speaker.
Who should attend
Payroll and human resources professionals who must handle closing out the calendar year payroll and preparing Forms W-2.
Vicki 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 ... More info