Payroll Reporting Procedures Manual - Table Of Content

- TABLE OF CONTENTS -

Below are the covered topics for both our Payroll Reporting Training & Certification Program and our Procedures Manual. While each includes numerous tips, examples, and procedural recommendations, the way each is used is different.

For the Training & Certification Program, the content is presented as classroom learning where you complete one lesson, then are quizzed on the what you learn before moving on to the next lesson. The Manual is typically used as a reference material, and allows you to click through to related links (instead of having to use an index, like at the back of a traditional book), so essentially you can click on any topic at any time to see not only that content, but all related content on one page. Click here to order the Training & Certification Program or the Manual individually, or both for a discounted price.

Reporting

• Introduction
• Federal Form 941
• Penalties
• When & Where To File
• Filing Electronically
• Depositing Taxes
• Preparing the Form 941
• Employer Information
• Part 1 of Form 941: Line 1 - Number Of Employees Who Received Wages, Tips, Or Other Compensation This Quarter
• Part 1 of Form 941: Line 2 - Wages And Tips, and Other Compensation
• Part 1 of Form 941: Line 3 - Income Tax Withheld from Wages, Tips and Other Compensation
• Part 1 of Form 941: Line 4 - If No Wages, Tips, And Compensation On Line 2 Are Subject To Social Security Or Medicare Tax
• Part 1 of Form 941: Line 5 - Taxable Social Security And Medicare Wages And Tips
• Part 1 of Form 941: Line 6 - Total Taxes Before Adjustments
• Part 1 of Form 941: Lines 7-10
• Part 1 of Form 941: Lines 10-12
• Part 1 of Form 941: Line 14 - Balance Due
• Part 1 Of Form 941: Line 15 - Overpayment
• Part 2 of Form 941: Deposit Schedule And Tax Liability For This Quarter Lines 14 - 16
• Part 3 of Form 941: Tell Us About Your Business Lines 17 - 24
• Part 4 of Form 941 Can The IRS Contact The Company's Third-Party Designee?
• Part 5 of Form 941 Sign here — Who Must Sign The Form 941?
• Reconciling Forms W-2, W-3, and 941
• Correcting The Form 941
• Correcting The Form 941
• Completing The Form 941-X
• Part 1 Of Form 941-X: Select Only One Process
• Part 2 Of Form 941-X: Complete The Certifications
• Part 3 Of Form 941-X Enter the Corrections for This Quarter
• Part 3 Of Form 941-X Enter the Corrections for This Quarter
• Part 3 Of Form 941-X: Explain Your Corrections for This Quarter - LInes 19 - 26
• Part 5 Of Form 941-X: Sign Here

Reporting Using Alternative IRS Forms

• Introduction
• Form 941M
• Forms 941-PR and 941-SS
• Form 943
• Form 944
• Form 945

Multiple Worksite Report

• Introduction
• Multiple Worksite Report
• Who Should Complete The Multiple Worksite Report?

Year End

• Introduction
• Required Notice To Employees
• Introduction To Form W-2
• What Is The Form W-2?
• Who Must Receive The Form W-2?
• How To Complete The Form W-2
• Issuing The Form W-2 To Employees
• Submitting the Form W-2
• Completing Boxes a-f

Year End/Beginning

• State Of The Payroll Address
• Introduction
• Form W-2 Wage and Tax Statement
• Special Circumstances Reporting
• Special Circumstances Reporting, Continued
• Special Circumstances Reporting, Continued
• Special Circumstances Reporting, Continued
• Penalties
• Terminating A Business
• Completing the Form W2
• Completing the Form W2, Continued
• Completing the Form W2, Cont'd
• Completing the Form W2, Cont’d
• Completing the Form W2, Continued
• Completing the Form W2, Continued
• Completing the Form 940
• Part 1 of Form 940: Tell Us About Your Return
• Part 2 of Form 940 - Determine The FUTA Tax Before Adjustments
• Part 2 of Form 940 - Determine The FUTA Tax Before Adjustments for 2010
• Part 3 of Form 940: Determine Adjustments
• Part 3 of Form 940: Determine Adjustments, Continued
• Part 4 of Form 940: Determine The FUTA Tax
• Part 5 of Form 940: Report The Company's FUTA Tax Liability by Quarter Only if Line 12 Is More Than $500.00
• Part 6 of Form 940: May We (the IRS) Speak With The Company’s Third-Party Designee?
• Part 7 of Form 940: Sign Here
• Form W-2c Corrected Wage And Tax Statement
• Correcting An Employee's Name And/Or SSN Only
• Employee's Incorrect Address On Form W-2
• Correcting More Than One Form W-2 for An Employee
• Repayments
• Completing the Form W-2c
• Form W-3c, Transmittal Of Corrected Wage And Tax Statements
• Instructions For Form W-3c
• Submission of Forms W-2
• Form 1099-MISC
• Online Filing Of Forms W-2 And W-3
• Form W-3
• Completing The Form W-3
• Preparing For Year End
• Year- End Checklist
• Form W-2 Checklist
• Year Beginning Checklist
• State Of The Payroll Address
• Sample of State of the Payroll Address Memo
• Issuing Duplicate Forms W-2
• Sample Request For Duplicate Form W-2 for Tax Year: (Insert Year Here)
• Reconciliation Of Form W-2
• Reconciliation Of Form 941 To The Payroll Records

Payroll Reporting Forms

Below is a list of commonly-used payroll reporting forms. You can download a copy of each at IRS.gov.

• Form 940
• Form 941
• Form 941x
• Form W-2 2
• Form W-2c
• Form W-3
• Form W-3c
• Form 655

Payroll Reporting Course Price

Your Payroll Reporting training can be purchased as a Training & Certification Program ($799) or Manual ($799) only, or combined ($999)). We also offer discounts for purchasing training for multiple employees or administrators.