Payroll Paperwork and Reporting



Payroll and employment tax consultant Mark Schwartz will take you through the payroll documentation process step-by-step. Learn from an expert the methods for preparing a useful and complete payroll procedures manual. Mr. Schwartz will teach you the topics to include in your manual and how to make sure all users of your manual get an opportunity for input. Proper payroll documentation will not only add value to your company but also to your career as a payroll professional.

In this webinar, you will learn the best way to document payroll procedures. Mr. Schwartz will also discuss how to begin the documentation process so that you will not become bogged down in useless detail. You will also learn simple steps to insure that your payroll procedures are correctly documented and are clear and concise.

Areas to be Covered:

Best methods on documenting your procedures, beginning with the basics of a payroll procedures manual
Key points that should be included in each payroll procedures manual
Requirements of applicable federal and state laws and regulations
The many resources that can be utilized so you create only useful procedures
How to develop an electronic record keeping and retention system for the payroll department
Tips to save you time and energy and reduce stress when documenting your payroll procedures

Who will Benefit:

Payroll Department
Accounting Department
HR Department
Small to Medium Sized Business Owners
Payroll Apprentices
Start up Entrepreneurs

Mark Schwartz

Mark Schwartz has over 15 years experience in State and Federal payroll tax audits, collections and payroll consulting. As an auditor, Mark prided himself on his ability to educate his auditees on State and Federal payroll tax requirements. Whatever issues he found in audits, he ensured the auditee knew how to comply in the future. He worked to minimize company disruptions in the audit process.

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. Mark has represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting employees.

In recent years Mark has helped many clients with back payroll tax returns for all 50 states and the IRS. He has reviewed payroll journals, time records, tax forms and other payroll documents for accuracy and completeness.

Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.


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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance