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Payroll Practitioner's Compliance Handbook

Payroll Practitioner's Compliance Handbook

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  • Author:
    Debera Salam
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The Payroll Practitioner's Compliance Handbook provides you with a detailed look at the extensive legislative and regulatory developments affecting employment tax reporting, including changes to state payroll tax to incorporate revisions under the 2016 PATH Act. The PATH ACT revised the federal filing requirements for Forms W-2 and 1099, restored parity in transportation benefits, and extended the Work Opportunity Tax Credit. And that's just the beginning! The Handbook, relied on by payroll practitioners for over 20 years, is a valuable quarterly and year-end resource that provides you with:

  • A review of late-breaking developments, including IRS guidance on the tax treatment of wellness benefits.
  • Changes in state Form W-2 due dates to follow the new federal law.
  • Essential information on how employers need to work with their third-party payroll service providers.
  • Information on the states subject to FUTA credit reduction in 2016 and in future years.
  • Step-by-step instructions on completing federal employment tax forms, such as the W-2, W-2c, W-3, 940, and 945 — including case studies and matching filled-in forms.
  • Quick-reference charts, completely updated for tax year 2016, including a state-by-state listing of: electronic and magnetic media reporting requirements for Forms W-2 and unemployment tax returns, state Form W-2 filing due dates, and state agency directories for income tax, withholding, and unemployment insurance. Virtually every federal form you'll need for year-end and quarterly employment tax reporting is included.
  • Over 1,000 pages of clear and concise guidance — including hundreds of real-life examples, sample forms, charts, and official references.

List of Content (Click any title to expand the list)

  • Chapter 1: Keeping Aware of New Developments
    • Why Knowledge of Statutory Developments is Important
    • A Brief Overview of the Legislative Process
    • Compliance and Planning Strategies
  • Chapter 2: Payroll Developments 2011 – 2012
    • Legislative Developments for 2011
    • Administrative Developments for 2011
    • Court Decisions for 2011
    • Legislative Developments for 2012
    • Administrative Developments for 2012
  • Chapter 3: Payroll Developments 2013 – 2014
    • Legislative Developments for 2013
    • Administrative Developments for 2013
    • Court Decisions for 2013
    • Legislative Developments for 2014
    • Court Decisions for 2014
  • Chapter 4: Looking Ahead to 2015
    • What to Look For
    • Tracking Charts
  • Chapter 5: General Review of Tax and Reporting Requirements
    • Getting Started
    • Reconciliation
    • Reporting the Earned Income Tax Credit (Through 2010)
    • Federal Returns and Information Statements
    • Understanding FUTA Tax and the Form 940
    • Important Points to Remember About Employment Tax Returns
    • Mailing Returns and Information Statements
    • Year-End Reconciliations
    • Other Reporting Requirements
    • Multiple Worksite Reporting
    • Nonresident Alient Reporting Requirements
    • Correcting Returns and Information Statements
    • IRS/SSA Reporting Improvement Projects
    • IRS Issues Guidelines for Electronic Storage and Retrieval of Documents
    • Federal Rates and Limits for 2012 – 2015
    • Directories of State Agencies
  • Chapter 6: Reporting and Taxation of Benefits and Special Payments
    • Taxation and Reporting of Fringe Benefits
  • Chapter 7: Federal/State Magnetic and Electronic Reporting
    • Electronic Reporting of Wage and Tax Information
    • Forms W-2 and W-2C
    • Other Federal Electronic Filing Requirements
    • State Magnetic Media/Electronic Reporting Requirements
  • Chapter 8: The Form W-2/W-3
    • Introduction
    • General Information and Instructions for the Forms W-2 and W-3
    • Requirements for Paper Substitute Forms W-2
    • Other Items to Consider
    • Tips and Facts for Ordering Forms W-2
    • Tips and Ideas for Distributing Forms W-2 and Year-End Statements to Employees
  • Chapter 9: Month-by-Month Task List
    • Introduction
    • Month of October
    • Month of November
    • Month of December
    • Month of January
    • Month of February
    • Month of March
    • Month of April
    • Month of May
  • Chapter 10: Federal Employer Forms
    • Cross-Reference Directory of Federal Employer Forms
    • IRS Forms and Publications
    • SSA Forms and Publications
  • Chapter 11: Federal Employee Forms
    • Cross-Reference Directory of Federal Employee Forms
    • IRS Forms and Publications
    • SSA Forms and Publications
  • Chapter 12: Dictionary of Terms and Acronyms
  • Topical Index
  • Figures Index
  • Principles of Payroll Administration blog View