isaac dallago & christine stolpe, cpp friday, october 9, 2015 @ 1:00 p.m. using the internet for...
TRANSCRIPT
Isaac Dallago & Christine Stolpe, CPPFriday, October 9, 2015 @ 1:00 p.m.
Using the Internet for Payroll Research and Networking Using Social Media
Using the Internet for Payroll Research
Let’s thank the APA Committee for all the
hard work in planning for this meeting.
Presentation Topics
• Research Basics• Research Tips• Research
Scenarios
Pieces of Payroll
Employer/Employee Relationship Federal/State Wage-Hour Laws Taxable/Non-taxable Compensation Benefits Paying an Employee Withholding Taxes Unemployment Insurance Depositing and Reporting
Withholdings Garnishments Recordkeeping Accounting Technology Management International Issues Certification!!!
The Payroll Source Table of Contents, APA 2014
The Internet is a Tool
It’s great when
used correctly!
Can You Trust the Information?
• Time stamp? Is it old data?
1885
1943 2001
2015
2007
• Who publishes the content?•Grandma•Guy in the basement (blogs)•Subject Matter Expert•Company trying to sell you something
Can You Trust the Information?
• How did you find this site?
Can You Trust the Information?
Is It Real?Form W-8BEN? - Certificate of Foreign Status of Beneficial Ownerfor United States Tax Withholding –if US Citizen, directs to W-9095 – Fax in only, not online or email. IRS warning
•Form W-9095? – ”Application Form for CertificateStatus/Ownership for Withholding Tax.” The form requests personal data frequently used toprove identity, including passport number and mother’s maiden name. It also asks forsensitive financial data such as bank account numbers, passwords and PIN numbers that canbe used to gain access to the accounts.
•Form W-4T ? W-4T
•Tax Protestors and Phishing
Is It Real?
The Moral is: Just because it
is on the Internet does not
mean it is legitimate.
Snopes.com
This new Health Care (Obamacare) law requires an RFID chip implanted in all of us. This chip will not only contain your personal information with tracking capability but it will also be linked to your bank account.
Hearsay and Fables
wading through the stories…..
Snopes.com – research myths, forwarded emails, employee stories...
Quatloos.com – free site detailing scams, frauds and tax protester arguments
Search Engines1. Google.com2. Dogpile.com – search Google,
Bing, Yahoo at the same time3. WorldCat.org – searches libraries
and reference resources4. Duck Duck Go – anonymous
searching
Proprietary vs. Public
Proprietary: Owned and copyrighted by a company, usually paid access
Public: Copyright free, government site, collaborative site
Primary vs. Secondary
Primary: The source, the originator, the repository, i.e., IRS.gov
Secondary: Republisher, starting point, often commercial source
Primary Research SitesFederal GovernmentDepartment of Labor (DOL)
Internal Revenue Service (IRS)
U.S. Citizenship and Immigration Services (USCIS)
Social Security Administration (SSA)
Office of Child Support Enforcement (OCSE)
Federal Law, Regs, and Court Cases
State and Local GovernmentState agencies that handle tax/revenue, unemployment
insurance, labor, child support, new hire reporting, unclaimed wages
State Law, Regs, and Court Cases
20th Annual IL Statewide APA Conference – August 22-23, 2013
20th Annual IL Statewide APA Conference – August 22-23, 2013
20th Annual IL Statewide APA Conference – August 22-23, 2013
20th Annual IL Statewide APA Conference – August 22-23, 2013
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State WebsitesTax or Revenue
Employers (not PIT), withholding, forms (employee exemption certificates), pubs, news
Unemployment Insurance Tax (not benefits), quarterly wage reporting, SDI,
FLILabor
Minimum wage, overtime, payment of wagesChild support, new hire reporting
Withholding orders, SDUs, lump sum, e-payments
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Local Tax Authorities
Kentucky Occupational License TaxesNew YorkOhioPennsylvania
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Local Tax Authorities
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Local Tax Authorities
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Local Tax Authorities
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APA Website – PublicNews Updates (home page)
Hot topics Web Links
Federal links (IRS, SSA, DOL, USCIS, etc.) U.S. map with state, local, chapter links
State child support, labor, new hire, tax, UI, WC Local tax authorities
Paycard Portal - Resources for fed & state paycard info
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APA – MembershipPayroll CurrentlyForms, Pubs, Info
Commonly used forms (e.g., fill-in Form W-2c)Government Resources
Fed & state contacts SUI taxable wage bases
Government Relations APA ListServ
PaperlessPay.org
International Research
Canadian Payroll Association
The Association for Payroll Specialists (Australia)
Chartered Institute of Payroll Professionals (UK)
South African Payroll Association
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Secondary State/Local ResourcesState/City home pages (www.state.ny.us)Governor/Mayor home pagesState Attorney GeneralChamber of Commerce (state/city/industry)Newspaper websitesCensus Bureau
Social Media?
Linked In groups - APA, Payroll, Purely Payroll, Payroll Professionals, HRIS & Payroll Professionals Network, AICPA, Identity Theft, NFIB
Facebook/Twitter – really?
Blogs/Forums – AskCPASam, LaborLawTalk
Research ScenariosEmployee Classification (FT, PT, Temp, Non-Ex, Ex)
53/27 Pay Periods
401(k) taxability in Wilmington, DE
NYC – MCTMT tax – (unconstitutional, still pay; request refund; appealed; higher court says it is OK)
Freeport, OH withholding (rate change/collector/calls)
Non-Resident Alien tax
Review
Critically analyze your sources.
Try different search engines to help you find resources.
Primary/Secondary & Commercial/Public
Social Media can be an effective starting point.
www.askcpasam.com/apafall15.htm
URLS available
Online social utility that connects people with friends and others who work, study and live around them.
Online social networking service that enables users to send and read short 140-character messages called “tweets”
Tweet, as defined by Twitter:◦ A Tweet is an expression of a moment or idea. It
can contain test, photos and videos. Millions of Tweets are shared in real time, every day.
Tweet, as defined by the Urban Dictionary:◦ (n) A pointless update about what you are
currently doing◦ (v) To publish a pointless update about what
you are doing
What is a “Tweet”
Character limits◦ Be concise◦ 120 characters or less◦ Abbreviate
Tweet content◦ Links to articles◦ Quotes◦ Pictures◦ Opinions / Thoughts◦ News◦ Questions◦ Observations◦ Announcements
Using Twitter
Business-oriented social networking service, used mainly for professional networking
Set Up Profile◦ This is your online resume◦ Include everything that makes you proud
Career path Education Associations Awards Others
Linked In has a built-in Wizard to assist you
Setting Up – Connecting – Growing
Connecting◦ It’s okay to be picky◦ If you accept every recruiter’s request, and you
are also connected with your manager, what type of message does that send?
Do you REALLY want to connect with THIS GUY???
Setting Up – Connecting – Growing
Growing◦ Endorsements◦ Recommendations
Requesting Providing
Setting Up – Connecting – Growing
Interests > Groups Let LinkedIn suggest groups
Search for groups using the toolbar◦ Type “payroll” in the search bar◦ Choose “groups” on the left side of the window
Groups
Jump In – The Water is Great!
Isaac Dallago Symmetry Software480-214-1522 [email protected]
Christine Stolpe
Thank you and please remember to complete your evaluation for this session.