Live Webinar Series

Understanding Payroll Tax Forms

Webinar Details$219

  • Webinar Date: March 6, 2018
  • Webinar Time: 1:00pm - 2:40pm EST  live
  • Guest Speaker:  Patrick Haggerty
  • Industry:  Human Resources, Taxation and Accounting
  • Credit: CPE 2.0, HRCI 1.5, SHRM 1.5
  • Eventbrite - Understanding Payroll Tax Forms

This webinar will cover the purpose and basic details related to the preparation and filing of common federal forms used to communicate payroll information between the employer and employee and between the employer and the IRS and the Social Security Administration. It will highlight the changes for various payroll tax forms as well as common errors and how to avoid them, reporting tips and traps, and penalty avoidance.

Specific Areas Covered 

  • Key reconciliations for Forms W2 and 941
  • Avoidance of late filing or late deposit penalties
  • How to make interest free adjustments using Form 941X
  • When an employer must use Forms 943, 944, and 945
  • Form I9 compliance including avoidance of document abuse
  • Problems with Form W4 and how to avoid them
  • Reporting tips and allocated tips on Form 8027
  • Methods for filing and correcting Forms W2
  • Preparing Form 940 
  • Reporting requirements under the Affordable Care Act
  • Recordkeeping requirements

Guest Speaker

Patrick Haggerty

Patrick Haggerty

Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988.  He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant.  He has written numerous articles and a monthly question and answer column for payroll ... View Full Profile


CPE Credit

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.


HRCI Credit

This program has been approved for credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.


SHRM Credit

Aurora Training Advantage is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.