Payroll Reporting and Compliance: W-2, 1099, and Form 941 Filing Requirements
Master payroll reporting with clear guidance for completing W-2, 1099, 941, and other required IRS payroll forms.
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Here's What You Can Expect From the Course
Payroll reporting can feel overwhelming when each form has its own rules and deadlines. This training gives you a simple, repeatable process to complete payroll forms accurately, review data with confidence, and stay compliant with IRS expectations.
- A step by step process for W-2, 1099, 941, 940, W-4, and W-9
- A simple calendar for quarterly and year end deadlines
- A data review checklist to catch errors before filing
- A method to correct issues quickly and defensibly
- Incorrect or incomplete payroll forms
- Missed deadlines and late filings
- Common mistakes that trigger IRS notices
- Confusion around updates and rule changes
- Clarity on payroll reporting requirements and forms
- Confidence preparing W-2, 1099, 941, and 940
- Practical steps to avoid penalties and rework
- A process that keeps reporting accurate over time
Course Outcomes
- Complete W-2, 1099, 941, 940, W-4, and W-9 accurately
- Follow IRS payroll reporting rules with confidence
- Avoid common payroll reporting errors and penalties
- Prepare reliable quarterly and year end payroll reports
Outline
Session 1: Payroll Reporting and Compliance Essentials
- Overview of required payroll reporting forms and when each is used
- How to complete W-2, W-4, W-9, 941, 940, and 1099 forms correctly
- Common reporting errors, how to spot them, and how to fix them
- Understanding IRS expectations, penalties, and how to reduce risk
- Data review steps to confirm totals, names, and identification numbers
- Best practices for organizing quarterly and year end reporting workflows
- How to stay current on form changes and guidance without getting overwhelmed
Who Should Attend?
- Payroll specialists, coordinators, managers, supervisors, administrators, and leads
- Payroll processing staff responsible for day-to-day compliance and reporting
- HR and benefits managers or administrators supporting payroll transition
- Financial managers and staff involved in payroll oversight or reconciliation
- Small business owners who manage in-house payroll operations
- Employers preparing for the One Big Beautiful Bill (OBBB), sometimes referred to as OB3
- Organizations in high-impact industries such as hospitality, healthcare, retail, and education
- Professionals seeking clear, actionable guidance to protect their organization and communicate payroll changes confidently
Your Instructors
Brian Escobar
- Over 20 years of expertise in payroll
- HR
Brian brings over 20 years of expertise in payroll, HR, and finance, with a career spanning across various sectors including education, commercial real estate, construction, retail, staffing, and technology. His core competencies are evident in areas such as team development, implementing systems, enhancing processes, and ensuring data accuracy. Brian is the co-host of a popular payroll podcast and harbors a deep passion for teaching.
Walter William Duncan III
Walter is a payroll veteran with over two decades of experience. From his time in the US Navy to optimizing business processes, Walter ensures financial operations run smoothly. His expertise spans across startups to major corporations, aiding businesses of all sizes. As a co-host of a renowned payroll podcast, he shares invaluable insights worldwide. But he's not just about numbers and spreadsheets. Walter knows that behind every successful business are people, and he's passionate about supporting them too. Whether it's providing services to startups, small businesses, or established entities, Walter is dedicated to helping them thrive. And if you're into podcasts, you might have heard him already. Walter is the co-host of a popular payroll podcast where he shares his insights and expertise with listeners from around the world. So, whether you're a business owner looking to streamline your payroll processes or just someone interested in the world of payroll, Walter's got you covered.
Credits
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A Guide To Common Formative Assessments And Defined Learning Outcomes