Details
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
including the latest guidance on the OBBBA; 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.
Background:
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 we 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. We will discuss how check lists can help keep you on track to ensure
all tasks are completed. How a simple two-page memo can prevent dozens of
employee questions. We 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.
We will provide
example of check lists that should be prepared for each year end to assist in a
smooth transition. We will also provide updates for calendar year 2026 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. We will 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. We will
demonstrate how this helps smooth out the year end processing and relieve year
end stress for both departments. We 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.
We will also cover any
late-breaking legislation/regulation changes.
Information
covered in the presentation:
- Latest updates on IRS guidance on implementing and complying with
the OBBBA
- Latest update on the Form W-4 for 2026!
- Reconciliation of Form W-2 to Form 941 and why it must be done
- 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, and more.
- How to use the required year-end notice to update your employees
for the coming year
- 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
- How to handle duplicate requests for Form W-2 including charging
fees
- Status review of Publication 1494 for 2026
- Changes to Form W-2 for 2026
- Best practices for gathering, calculating and reconciling W-2 data
all year long as is now expected by the IRS
- Taxation of fringe benefits for year-end including awards and
prizes, personal use of company cars and gift certificates
- Latest update on white-collar exemptions
- Electronic delivery of W-2s to employees
- When to use the Form W-2c and when to correct the W-2 itself
- State regulatory changes affecting payroll including SUI wage
bases, minimum wage increases and more
- Review of EFW-2 record changes for tax year 2025
- Verifying employee names and SSN’s
- Review of filing deadlines
- Third Party Sick Pay reporting
Who
will Benefit:
- Payroll Executives/ Managers/ Administrators/ Professionals/
Practitioners/ Entry Level Personnel
- Human Resources Executives/ Managers/Administrators
- Accounting Personnel
- Business Owners/ Executive Officers/ Operations and Departmental
Managers
- Lawmakers
- Attorneys/ Legal Professionals
- Any individual or entity that must deal with the complexities and
requirements of Payroll compliance issues for
Year End closing and preparing for the upcoming year.
Credits
Vicki M. Lambert
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Live$ 165
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Recorded$ 155
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E-transcript$ 155
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Live + Recorded$ 175
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Live + Recorded + E-transcript$ 185
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Recorded + E-transcript$ 175
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Live + E-transcript$ 175
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Recorded with Copyright$ 185
