Learn to do a payroll, starting at square one. Includes: who gets overtime pay and who does not . . . how to process a W-4 and complete the 941, 940, W-2 and W-3 . . . how and when to deposit withheld taxes using actual forms. Double-quiz in each section assures that you master it.

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SKU: 978-1-938741-26-5 Categories: ,

136 pages [55 self-teaching + 81 self-quizzes with detailed answers]

Section 1: Who is an employee? How to classify—and pay—employees, independent contractors, leased employees, temporary help, agency referrals.

Section 2: Federal v. state laws. How to know if your employer or employees are covered by key federal laws. Minimum wage rules. The enterprise test.

Section 3: Paying employees. Who is paid overtime; computations. Paying for nonproductive time (showering, changing, etc.). When you can dock employee pay.

Section 4: Required payroll data. Information, data and forms for each employee. How long to keep each kind of information.

Section 5: Form W-4 and state withholding forms. How it must be completed. When you must reject a W-4. Rules on withholding a flat dollar percentage or dollar amount of tax.

Section 6: Withholding and depositing taxes. How to withhold FICA and federal income tax. The monthly, semiweekly and Wednesday-Friday rules. The “lookback period.” Form 941-X.

Section 7: Filing federal reporting forms. Computing Federal Unemployment Tax (FUTA). Who must file a 940, W-2, W-3, 941 and Schedule B, and 945. Backup-tax rules.

Section 8: When wages are taxable. When wages are earned v. when they are paid. Handling wages paid in January for December work.

Section 9: Other federal and state requirements. Handling the 1099, 1099-MISC, 1099-DIV, 1099-INT, 1099-R, 1096. State unemployment insurance (SUI). Each state’s due dates for filing the state W-2 and distributing copies to employees.

Section 10: Journal entries. How to record salary, deductions and employer/employee payroll expense, payment of taxes, premiums, pension contributions and more.

Glossary of key terms.

Appendix of sample payroll forms with instructions: W-4, 940, 940-Sched. A, 941, 941-Sched. B, 941-X, 944, 945, 945-A, W-2, W-3, W-2c and W-3c, I-9, 1099-MISC, SS-8.

Publisher: AIPB

Additional information

Book Type

Softcover WorkBook, Online e-WorkBook

Series

Certified Bookkeeper Course Series: Everything you need to study for the national CB exam

  • Complete preparation for the national Certified Bookkeeper exam!
  • Double-quiz in every workbook section assures mastery of every skill!
  • Workbook quiz questions mimic the national exam questions!

 

 

 

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  1. JOE

    Clear and precise.

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  2. TAMMIE

    Very informative and helpful.

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  3. NANCI

    Would have liked less attention on form numbers and dates of filing, as that information is included right on the form for the employer. It was good to include the types of forms necessary for employers, though.

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  4. ANNE

    Very thourough.

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  5. KATHRYN

    Very in depth book. Covers everything and includes copies of all forms in the back, as well as a glossary. Most challenging of the series, in my opinion.

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  6. TIM

    It was pretty easy to follow

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  7. YU

    Great materials! Kudos to the writers of this book.

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  8. JOAN

    The payroll material provided great wealth of information.

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  9. MIGUEL

    Rules and norms Federal and state very interesting for application in payroll.

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  10. RONALD

    Great!

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  11. MANAYE

    It is well organized note to explain payroll taxes and documents have to check at hiring process.

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  12. GUILLERMINA

    I’m not a native English speaker, however, this course has the necessary and correct information to understand the Accounting cycle as well the test program. I’m so glad for it!

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  13. ANN

    This course had a great deal of information and had many dates to remember for filing.

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  14. KAREN

    I think it would be a great idea if AIPB had flash cards for this book. This book had a lot of concepts that would work well with flash cards. I made my own flash cards for this book.

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  15. KAREN

    I think it would be a great idea if AIPB had flash cards for this book. This book had a lot of concepts that would work well with flash cards. I made my own flash cards for this book.

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  16. SILVIA

    The information is very clear.  I like the examples & the practice test.

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  17. SONDRA

    Great course

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  18. JOYCE

    the material is good but lacks depth in certain areas thus need to consult multiple other materials

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  19. RONALD

    Simple and straight to the point

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  20. JULIE

    Needs to be updated

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  21. SUSAN

    Excellent and thorough course.

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  22. KATHY

    This course was informative but it seemed to focus heavily on dates and timing. While all of this stuff is important, it is probably not something that should have to be memorized and tested on. It seems to me that in practice, you would have this information as a reference that you would refer back to as needed.

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  23. LYNDON

    Not quite thorough enough, but almost. Too many questions of the proper forms in the exam. I did not concentrate on the names of the forms because that is very easy to research today with a few simple clicks on goole. As a result, I think I missed 5 or 6 questions of the exam from not memorizing names and numbers of forms…

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  24. KRISTI

    Written in an easy to understand format and very informative.

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  25. RICHARD

    well organized , The IRS deposit area I think could be more clearer as to when taxes must be paid in . Rules are a problem for someone just getting to know the many rules.

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  26. SUSAN

    Extremely difficult in that there are many due dates and other facts to memorize. May also have been more difficult for me because it is the only area in which I do not have previous work or educational experience.

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  27. GABRIELA

    Great.

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  28. DAVAUGHNIA

    All of the information in this booklet is very helpful. It helps you keep your knowledge and skills up to date.

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  29. ARIANA

    It is pretty easy to follow as long as you take the time to go through it. Especially if you don’t have much experience with completing a payroll

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  30. NARDO

    It is a great course

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