Payroll Paperwork and Reporting

This webinar will teach you how to schedule data runs and summary totals for the numbers you need to comply with requirements in a timely manner and with confidence. We will discuss federal requirements, states, and generalities concerning most states. We’ll also find out what to look out for from counties and other local governments.

This webinar will go over the details of paycheck preparation, summary recordkeeping, deposit requirements, tax returns and other forms necessary in the operations of payroll. We will not only talk federal requirements, but what is required by all states, generalities concerning most states, and what to look out for from counties and other local governments. This presentation will allow you to confidently schedule data runs and summary totals for the numbers you need to accurately and timely comply with requirements.

Areas Covered in the Session :
Payroll tax deposits – state and federal schedules and due dates
Quarterly payroll tax returns
Yearly summary reports to government agencies.
W2s, 1099s and other year end forms
Special forms – Local tax forms, prevailing wage reports, government contract requirements, etc

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.

membership
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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