Payroll Records: What to Keep, What to Toss – Be compliant
Speaker: Mark Schwartz
Speaker Designation: MS Payroll, Employment Tax Consultant
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Speaker: Mark Schwartz
Speaker Designation: MS Payroll, Employment Tax Consultant
The Payroll Department creates thousands of records each year. Unfortunately, there are many agencies and a multitude of rules, regulations, and paperwork requirements to comply with and to make matters worse, different agencies have different requirements for different records - and employers must not only comply with all of them, but keep accurate records!
With all those records around, it's tempting to have a big clean-out day. But if you destroy the wrong document, you could be destroying your career.
So, if your payroll records "desk" looks like a hurricane just blew through it, your payroll recordkeeping "system" is non-existent, or if your basement is stacked to the ceiling with payroll records, let us help you organize them in a way that inspires confidence - and compliance.
There is a myriad of state and federal legislative requirements for payroll and human resource recordkeeping. Thankfully, in the digital age, most if not all of the data is kept by companies in one form or another. The challenge is to have it available when you need it. There are too many agencies to count - both public and private - that can require access to your payroll and hr records.
Are you 100% certain that you are in compliance with federal and state payroll record keeping rules?
Even a 1% degree of uncertainty can subject your organization to fines and penalties.
So why take the chance when you get up-to-date with our payroll records and payroll recordkeeping training courses. This training session covers the rules for identifying, filing, retaining, protecting, and destroying your important payroll records.
This webinar will be available soon. Please contact customer care for new schedule date.
Mark Schwartz is an employment tax specialist and has over 15 years of employment tax experience as an independent consultant and as a payroll tax auditor with the State of California. He has managed an audit caseload of 20 ongoing audits, from small home-based businesses to large multi-national corporations. He is expert at defining regulatory and statutory requirements from local, State and Federal government agencies; and helping the average businessperson understand what that mean to their business. He has processed weekly and bi-weekly payroll checks plus tax forms for businesses with hourly as well as exempt workers, multistate operations and a wide variety of benefits.
Mr. Schwartz provides consulting services encompassing payroll processing and payroll tax issues. These include payroll tax minimization, payroll tax compliance reviews, independent contractor studies, use of electronic transfers, deductions, benefits, etc. Mark has represented both clients and the State in front of the State Appeals Board. He understands the complexities of local wage laws, unemployment and disability claims, and other wage and benefit issues affecting your employees.
Mark prides himself on his outstanding customer service skills. He listens attentively to his clientele, helping them bridge the gap between the small business world and Government bureaucracy. He eagerly assists with clients needs, and feels that educating clients toward faster, accurate and more complete payroll processes provides the most value.
Mark is a participating member of the American Payroll Association. He earned his BA and MBA in Finance at Santa Clara University. He has held Certified Internal Auditor and Certified Investment and Derivatives Auditor Credentials. Mark is currently pursuing a Certified Payroll Fundamentals Credential with the American Payroll Association.