Preparing for year-end should not begin in October or November as it may have in the past. Preparation should begin in January and be conducted throughout the calendar year. This is especially important now as the IRS is looking at year-end compliance issues. In this webinar, Industry expert Vicki M. Lambert, CPP will give the latest best practices to help your payroll department transition from a year-end crunch to a smooth and compliant year-end process. She'll discuss how checklists can help keep you on track to ensure all tasks are completed. How a simple two-page memo can prevent dozens of employee questions. Vicki will cover how your duplicate Form W-2 request form and procedures should be set up and in place in advance of issuing the forms and how it will assist you when processing those requests in the upcoming year.
During the webinar Vicki, will provide an example of checklists that should be prepared for each year-end to assist in a smooth transition. She'll also provide updates for the calendar year 2021 on such items as social security wage base, deferred compensation limits, mileage rates, and Forms W-2 and 941. This webinar will provide a sample of a 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. Vicki will also discuss how to work throughout the year to collect information from accounts payable for year-end instead of trying to obtain all the information in December. She'll demonstrate how this helps smooth out the year-end processing and relieve year-end stress for both departments and will provide the basis for a year-end memo to help payroll departments inform the company’s employees of what lies ahead for the upcoming year to help curtail questions during this hectic time for payroll.
Vicki will also cover any late-breaking legislation/regulation changes—including COVID-19 reporting changes to Form W-2.
Webinar Objectives
This webinar concentrates on preparing the department for the end of the calendar tax year and the new year processing. Topics 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.
Webinar Agenda
Webinar Highlights
Who Should Attend
| Date | Conferences | Duration | Price | |
|---|---|---|---|---|
| Dec 04, 2024 | Mastering Year-End Payroll: Checklists, Compliance, and Employee Communication | 90 Mins | $199.00 | |
| Sep 04, 2024 | Navigating Payroll Complexities: Handling Overpayments & Deductions with Confidence | 180 Mins | $299.00 | |
| Jul 16, 2024 | 2024 Payroll Compliance Boot Camp: Navigating Overpayments, Deductions, and Taxation | 450 Mins | $399.00 | |
| Jun 04, 2024 | Payroll Deductions in 2024: What Can and Cannot be Deducted from an Employee’s Wages | 90 Mins | $199.00 | |
| Apr 30, 2024 | Payroll Overpayments: Handling them Correctly in 2024 | 90 Mins | $199.00 | |
| Dec 06, 2023 | Preparing For Year End 2023 And Year Beginning 2024 | 90 Mins | $199.00 | |
| Jun 01, 2023 | Fundamentals and Best Practices for Handling Taxation of Multistate Employees…After the Pandemic! | 90 Mins | $199.00 |
