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Payroll Reconciliation and Reporting Guide

Do you have an effective and thorough reconciliation process to catch payroll errors?Many payroll departments are faced with the daunting task of having to reconcile data as part of an audit from errors from a prior period, which can be one quarter of incorrect data or from several years that have passed. This information will give you the proper information and tools to perform reconciliations for each quarter and for year-end quickly and accurately and to file your information to your outside tax agencies with confidence.


Runtime: 85 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Reconciliation of Payroll Items

  • Gross - to - Net on a per Period Basis
  • Pre-Tax and Post Tax Deductions
  • Reconciliation to General Ledger Entry ( Monthly Close)

Quarterly Reconciliation

  • QTD Information
  • Wage/Tax Reconciliation for All Items
  • Form 941

Reconciliation Through Third Quarter

  • January Through September
  • Preparing for Year End Close
  • Review of Any Special Considerations

Year End Close

  • Reconciliation October Through December
  • Final Reconciliation of All Items
  • Form W-2 and All Related Reporting
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on July 25, 2019.

Call 1-866-352-9540 for further credit information.

  • SHRM 1.25
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.25 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Beverly M. Willis, MBA

Beverly M. Willis, MBA

  • Currently, senior manager, payroll at Inovalon, Inc.
  • Strategic management and compliance professional with extensive experience in finance, possessing competencies in all phases of payroll compliance and taxation, general ledger/accounting, Human Resources, and HRIS
  • Highly qualified and focused on continuous process improvements to increase departmental compliance and processing efficiencies
  • Proven to be successful in reorganizing, streamlining and strengthening business operations to maximize organizational performance and profitability
  • Practice emphasizes over 20 years’ experience in all aspects of payroll management payroll tax and accounting
  • B.A. degree in human resource management, cum laude, Notre Dame of Maryland University; Graduate Certificates in proactive leadership and change leadership, Cornell University, School of Industrial and Labor Relations; Graduate Certificate in leadership development , The Johns Hopkins University Carey Business School; M.B.A. degree, with a concentration in organization development, Johns Hopkins University Carey Business School
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 405109
Published 2019
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