Preparing for Year-End 2018 & Early 2019 Payroll

Event Information
Product Format
Prerecorded Event
100 minutes
Product Description

Your New Year’s Resolution: Proactive Payroll Processing to Keep IRS at Bay


Believe it or not, ongoing preparation for year-end payroll tasks should begin in January. No more waiting until October or November and scrambling to dot “i”s and cross “t”s. That’s especially true now that the Internal Revenue Service (IRS) is scrutinizing year-end compliance and pending tax legislation has the potential to alter your responsibilities.

So it’s time to wrap up 2018 and get a jump on good payroll processing habits for 2019! Learn best practices for transitioning from an end-of-the-calendar-tax-year crunch to smooth and compliant start-of-the-year processing in this information-packed webinar by human resources and payroll expert Vicki Lambert. She will cover Form W-2 submittal and the many annual reporting and filing changes you have to contend with thanks to the IRS, Social Security Administration, and Department of Labor. Plus, she’ll detail payroll regulation changes on the state level—including those affecting state unemployment insurance (SUI) taxable wage bases and minimum wage increases.

You’ll also pick up time-saving tools, such as how to use a two-page memo to satisfy employees’ never-ending questions and how to design a duplicate W-2 request procedure that will save you many headaches once you issue the forms next year. Lambert will present a detailed checklist to keep your many tasks on track. And she’ll ensure that you walk away knowing exactly what to expect for tax year 2019—including changes to Form W-2 and Form 668-W/deferred compensation limits, and possible changes to Form 941 for 2019.

Take the stress out of the tail end of the year—employ these best practices to organize your payroll department for smooth sailing into 2019.

Session Highlights

This program will teach you how to:

  • Make sense of the all-new Form W-4 for 2019
  • Reconcile Form W-2 to Form 941—and understand why you must do this
  • Use the required year-end notice to update your employees for 2019
  • Deliver W-2s to employees electronically—without a hitch
  • Handle W-2 duplicate requests—and know what fees you can and cannot charge
  • Gather, calculate, and reconcile W-2 data all year long to satisfy IRS requirements
  • Decide when to use the Form W-2c versus when to correct the W-2 itself
  • Incorporate year-beginning annual changes for social security wage base, fringe-benefits limitations, federal per diem allowance, and more
  • Comply with year-end tax rules for fringe benefits, including awards/prizes, moving expenses, personal use of company cars, and gift certificates
  • Update your knowledge of white-collar exemptions and third-party sick pay reporting
  • Understand EFW-2 record changes for tax year 2018
  • Understand which sections of Publication 1494 for 2018 and 2019 will affect you
  • Keep up with filing deadlines     

Who Should Attend

  • Payroll professionals
  • Human Resources professionals
  • Any other professionals who must handle closing out the calendar year payroll and preparing W-2 Forms
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About Our Speaker

Vicki M. Lambert

Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.

With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer...   More Info
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