Multi-State Payroll Tax Compliance

Non-resident state income tax withholding rules are now being enforced aggressively by a number of states. Multi-State Payroll Tax Compliance is now be scrutinized by tax authorities. State payroll tax auditors are now questioning whether or not you have workers “performing services” in their state. This becomes more difficult as the definition of “performing services” varies as well as the compliance rules for each state in question. Even figuring what they are is challenging. For instance:

  • How do the rules change when an employee with a residence address different from their work address? What do you do?
  • What are the requirements when you decide to hold your annual training in a state that has a state income tax withholding – and no threshold or minimum days required before withholding is expected
  • How do we tackle workers who work in several different states? This webinar will help you to keep updated with taxation compliance’s and reporting requirements for all states where your organization has employees working – or in some cases – living.

Areas Covered in the Session :

  • How to determine “resident” and “non-resident” status
  • How do the statuses affect the taxation process
  • What are the state income tax withholding rules for workers who live in one state and perform services in another
  • What does “nexus” and “domiciled” mean? How does it affect taxation?
  • Where is the employee subject to state unemployment insurance
  • How reciprocal agreements affect taxation of wages
  • The four factor test for state unemployment insurance
  • Which states require the use of their own Withholding Allowance Certificate, which states allow either theirs or the Form W-4, and which states don’t have a form
  • How the 4 part test works – and how all states are supposed to implement this test
  • What is done in practice when a worker travels to multiple locations – Are multiple W2’s issued? Are employees provided with personal tax assistance? What about tax equalization on a state to state basis?
  • What does your payroll system allow or what is your functionality around multi-state workers

Who Should Attend:

  • Payroll Departments
  • Tax Professionals
  • HR Professionals
  • Finance and Accounting Professionals
  • CPA’s and Book Keepers
  • Attorneys
  • Business Owners
  • Compensation and Benefits Executives

HR3154

Dayna Reum

Dayna Reum is currently the Director of Payroll Operations at Ann & Robert Lurie Children’s Hospital of Chicago. She has been heavily involved in the payroll field over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures.

Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll. Dayna has her CPP (Certified Payroll Professional) through the APA.

She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance