Working with Payroll Tax Forms
Recorded Webinar
Duration : 90 MINUTES

Patrick A. Haggerty - (Pat Haggerty) is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics

This webinar will cover the purpose and basic details related to the preparation and filing of common federal forms used to communicate payroll information between the employer and employee and between the employer and the IRS and the Social Security Administration. It will highlight the changes for various payroll tax forms as well as common errors and how to avoid them, reporting tips and traps, and penalty avoidance.

It will include a review the latest versions of the various payroll forms.

This webinar will highlight the changes for various payroll tax forms as well as common errors and how to avoid them, reporting tips and traps, and penalty avoidance.

Familiarity with payroll tax forms is essential for payroll professionals. The task is made more complicated when the IRS creates new forms or updates prior forms in response to changes in the laws and regulations. It is vital that payroll professionals are aware of the changes and use the latest version of the forms. Errors in preparing or filing payroll tax forms can result in costly penalties and interest charges.

Learning Objectives

  • Understand key reconciliations for Forms W-2 and 941
  • Know how to avoid penalties for late filing or late deposit 
  • Understand interest free adjustments and how to make then using Form 941X
  • Know when an employer must use Forms 943, 944, and 945
  • Understand employer responsibility for Form I-9 compliance including avoidance of document abuse
  • Recognize problems on Form W-4 and know how to deal with them
  • Reporting tips and allocated tips on Form 8027
  • Know the methods for filing and correcting Forms W2
  • Know how to prepare Form 940 
  • Understand the record keeping requirements for various forms 

Who Should Attend

  • Payroll Supervisors and Personnel
  • Payroll Consultants
  • Payroll Service Providers
  • Public Accountants
  • Internal Auditors
  • Tax Compliance Officers
  • Enrolled Agents
  • Employee Benefits Administrators
  • Officers and Managers with Payroll or Tax Compliance Oversight
  • Company / Business Owners
  • Managers/ Supervisors 
  • Public Agency Managers
  • Audit and Compliance Personnel / Risk Managers
  • $200.00