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.

Approved for HRCI and SHRM recertification credits
Brian Escobar Brian Escobar
Walter William Duncan III Walter William Duncan III
Payroll reporting mistakes can lead to IRS penalties and costly corrections. This training gives you clear guidance for completing key payroll forms, including W-2, W-4, W-9, 941, 940, and 1099. You will learn required filing rules, common error points, data checks, and compliance steps that improve accuracy. The session also covers current IRS expectations, updates to major forms, and best practices for reliable quarterly and year end reporting.

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

This course covers essential payroll reporting rules, key IRS forms, and accurate filing practices. You will learn how to complete W-2, 1099, 941, 940, and other payroll forms, avoid common errors, follow reporting expectations, and use best practices for reliable quarterly and year end submissions.

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

What's Included

The Payroll Reporting and Compliance: W-2, 1099, and Form 941 Filing Requirements course includes the following:

  • 📊

    Course access and recordings

    Access your course and any included recordings through your customer dashboard
  • 📚

    Course materials

    Includes PDFs of the presentation and any additional resources provided by the expert presenter
  • 🎓

    Certificates and exams

    • Certificate of attendance included with all courses
    • Certification courses include one exam attempt
    • Successful graduates will receive an official certification along with verified digital credentials
  • 🎯

    Class experience

    • Live sessions are small and focused to support questions and discussion
    • Self-paced on-demand courses allow you to move through the material on your own schedule
Recommended Audience

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
APPROVAL AND VALIDITY

Credits

  • This program has been approved for 1.0 general recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.
  • This program is valid for 1.0 PDCs for the SHRM-CP or SHRM-SCP.

Your Instructors

Brian Escobar
ABOUT —

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
ABOUT —

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.

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Payroll Reporting and Compliance: W-2, 1099, and Form 941 Filing Requirements
1 Sessions 60 Minutes Each
Self‑Paced | On‑Demand Recording
$200
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Or call directly: 914-331-8883
Payroll Reporting and Compliance: W-2, 1099, and Form 941 Filing Requirements
On-Demand

1 Live Sessions 60 Minutes Each

$400.00 USD
$400.00 USD
Sale Unavailable
Live Sessions with Recordings
$400
On Demand Recordings Only (Available now)
$400
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Or call directly: 914-331-8883

What You'll Receive:

  • ✔️ On-demand access for one year
  • ✔️ PDF slides + course resources & links
  • ✔️ Certificate of completion
  • ✔️ One certification exam

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