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On-Demand

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.

FormatSelf‑Paced | On‑Demand
Sessions1
Per session60 Minutes
CertificateIncluded
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.
Before You Start

What to Expect

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.

WHAT YOU'LL BUILD A Reliable Reporting Process A clear workflow you can use every filing cycle.
  • 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
WHAT YOU'LL ELIMINATE Reporting Errors and Guesswork Less stress, fewer surprises, stronger compliance.
  • Incorrect or incomplete payroll forms
  • Missed deadlines and late filings
  • Common mistakes that trigger IRS notices
  • Confusion around updates and rule changes
WHAT YOU'LL GAIN Confidence in Payroll Reporting You will know what to file, how, and why.
  • 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
Outcomes

What You'll Walk Away With

  • 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
What We'll Cover

Course 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

Meet the Expert

Brian Escobar

Brian Escobar

Brian Escobar is a payroll expert with over 26 years of experience leading complex payroll operations for organizations ranging from small businesses to large, multi-state and global employers. His deep payroll expertise includes multi-state compliance, payroll systems implementation, process design, data accuracy, system conversions, integrations, and large-scale payroll operations. Across industries including education, retail, technology, and real estate, Brian has built and improved payroll functions, strengthened controls, and driven efficiency through strategic process and technology improvements. His broader experience in HR and team development complements a career centered on payroll excellence.


Walter William Duncan III

Walter William Duncan III

Walter Duncan is a payroll veteran with over two decades of experience ensuring financial operations run smoothly for organizations ranging from startups to major corporations. His career began in the US Navy as a Disbursing/Personnel Clerk and has since evolved to include high-level payroll management roles in the education sector and beyond. He is a results-driven, innovative problem solver with deep expertise in managing payroll systems, ensuring tax compliance, and handling complex processes like garnishments and general ledger reconciliation.

A customer-service-focused leader, Walter excels at optimizing business processes and leading teams to success. He is proficient with a wide array of major payroll software, including ADP, Sage, and Ultipro/UKG, and has a proven track record of managing multi-state payroll for large employee populations. As a co-host of a renowned payroll podcast, he shares his invaluable insights with a global audience, helping to advance the profession.

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

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.

Training Includes

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

Two Year Course Access

Access your course through your customer dashboard

  • Course access for 2 full years
  • All live sessions include access to the on-demand recording post live session

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.

Resources

Downloadable course materials to support learning

Attendance Certificate

All sessions include an Attendance Certificate

$200.00