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Preparing for Year End 2013 and Year Beginning 2014 (HRMO30S)

Presented by: Vicki M. Lambert, CPP
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Pre Recorded Webinar
90 minutes
  •  Tue, October 22, 2013
Event Description



Strategies for Smooth and Compliant End-Of-The-Year Payroll Processing Transition

Is your department prepared for the end of the calendar tax year and the New Year processing? Start preparing for the year end now if you want a smooth and stress free transition to the New Year.

Join Vicky M. Lambert in this session to get insights on 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 smooth. Vicky will update you with the latest best practices to help your payroll department transition from a year end crunch to a smooth and compliant year end. She’ll discuss how keeping a check lists can ensure all tasks are completed on time or how a simple two page memo can prevent dozens of employee questions. She’ll also provide invaluable tips on setting up your duplicate form W-2 request form and procedures in advance of issuing the forms, and how it will assist you when processing those requests in the New Year.

The tips and techniques provided by Vicky will help you close out the calendar tax year 2013 in the most efficient and compliant way. She’ll furnish action item check lists for closing out 2013 and action item check lists to assist processing payrolls for 2014, as well as for processing the Form W-2 itself. Also, she’ll discuss how to use a required IRS memo to employees to open up lines of communication at this critical processing time and furnish a sample form to assist in handling duplicate Form W-2 requests.

Take a look at the topics covered:

  • Understand why reconciliation of Form W-2 to Form 941 is necessary
  • Know the latest update on year-beginning annual changes for social security wage base, fringe benefit limitations, federal per diem allowance, standard mileage rate, qualified transportation fringe benefits, advanced earned income credit and more.
  • Update your employees for the coming year with the year-end notice
  • 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
  • Ways of handling duplicate requests for Form W-2 including charging fees
  • Know the best practices for gathering, calculating and reconciling W-2 data
  • Taxation of fringe benefits at year end including awards and prizes, moving expenses, personal use of company cars and gift certificates
  • Electronic delivery of W-2s to employees
  • Know when to use the Form W-2c and when to correct the W-2 itself
  • Assessment of EFW-2 record changes for tax year 2013
  • Review of filing deadlines

Who should attend?

Payroll and human resources professionals who must handle the process of closing out the calendar year 2013 for the purpose of producing Forms W-2 and prepare the department for processing payrolls in 2014.

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: Preparing for Year End 2013 and Year Beginning 2014
    Presenter(s): Vicki M. Lambert, CPP

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