Payroll Recordkeeping Requirements

Payroll has several agency and laws to consider when deciding what records to keep and how long they should be kept. To have an in-depth review of recordkeeping requirements by agency and ACT when applicable. Also how to handle audits. Details of electronic requirements as well.

Everything records will be including in this webinar. Building a policy that is strong enough the protect employers. Along with a better understanding of what is can cost an employer to have a poor record keeping system? Details of records from each agency and what audit points to watch for if you are audited by any of the government agencies. Will also give reference to the state recordkeeping requirements for tax and unclaimed properties. Special situations like mergers and acquisitions will be discussed.

Areas Covered in the Session :

  • Payroll Record Keeping Requirements by agency
    • IRS-Internal Revenue Service
    • DOL-Department of Labor
  • Keys to good record retention polices & procedures
  • Consequences of poor record retention polices
  • How to handle and  be prepared for audits
  • Special Retention Concerns
    • Form I-9
    • Sarbanes-Oxley
    • Mergers & Acquisitions
  • State Retention Requirements

Who Will Benefit:

  • Payroll Tax Professionals
  • Payroll Department
  • Controllers
  • Accounting Department
  • HR Department

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