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Validity : 12th Mar'26 to 22nd Mar'26
Payroll Reconciliation and Reporting – 2026 update
This webinar is designed as an overview of the many things involved in payroll reconciliation and reporting. We will discuss the following topics:
- NEWS – What is new for payroll reporting from the last few years. Learn about recent changes to the W4, I9 and other forms; also the new DOL “Final Rules” on overtime and independent contractors. Also what the OBBB means to employers about reporting and reconciliation.
- RECONCILIATION – How to do reconciliations by pay period, monthly, quarterly and annually. Make sure your payroll software has accurate information, pays deposits timely, is able to adjust info and returns as necessary, updates the database everyday, and many other things that keep your payroll dept running smoothly. Know all the taxes you have to withhold and pay as a business.
- IRS and State Reporting – Review all type of payroll, accts payable and HR forms necessary for federal and state compliance. Registration and Hiring forms; I9 specifics and electronic verification; quarterly forms for the IRS and State Taxes and Withholdings; Year end W2s, 1099s and others. Recent updates and changes to these forms, and where to get information on them. State requirements for Unemployment insurance Tax calculation and reporting; State income tax withholding reporting; Local tax requriements.
- Special Issues – Guidelines and advice for use of Foreign Workers, New hire reporting, Garnishments and more.
- Internal Assessments – How to do internal audits of your payroll operations. This is your ounce of prevention worth far more than the pound of cure. Learn how to analyze your acknowledged payroll processing; Accounts payable analysis to ensure taxable payments are recorded correctly and, if necessary, forwarded to payroll to withholdings; Other advice about exempt employees, garnishments, etc; AN overview of internal controls of payroll database security and data review; Recordkeeping; Overtime; Management oversight to reduce payroll related fraud.
Overview of the webinar
Payroll operations are a day to day process. From the time you decide to hire workers - from the first day of employment to the last - reporting information concerning their HR and payroll is essential to your business. Most businesses use payroll software and/or third party payroll agents to record and report most payroll. However, it is in your best interest to know internally what you are obligated to do for Federal and State compliance. Further, you should periodically reconcile your payroll records to ensure payments are made and recorded accurately and timely. Simply relying on computers to do this will not detect many systematic errors that can result in penalties and audits. You can also run afoul of other regulations such as Sarbanes oxley and many other Acts.
This webinar is designed as an overview of the many things involved in payroll reconciliation and reporting.
Who should attend?
- Payroll Management and Staff
- Department Managers
- Human Resource Professionals
- Accounts Payable Staff and Management
- Accountants and Finance Personnel
Why should you attend?
After this Webinar you will be able to:
- Review your current operations and systems for changes necessary due to recent regulation.
- Easily and accurately reconcile payroll without spending too much valuable time.
- Understand and ensure that all state, federal and local reporting requirements are being met.
- Check with appropriate staff and management about policy and procedures on special aspects of payroll. Update procedure manuals and ensure staff is trained, and know where to go for updated information.
- Conduct an internal audit of payroll.
Faculty - Mr.Mark Schwartz
Mark Schwartz is an employment tax specialist and has over 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the State of California. He has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multi-national corporations. He is expert at defining regulatory and statutory requirements from local, State and Federal government agencies; and helping the average businessperson understand what that mean to their business. He has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits. Mr. Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Markhas represented both clients and the State in front of the State Appeals Board.
Credits
ComplianceIQ is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for [1] PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.
HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org