Webinars

  August 6, 2009 at 02:00PM ET

Payroll has become the nexus where government, the employer, and the employee come together. Correct Form W-2 processing is more crucial this year than ever.

New compliance issues for Form W-2 now include requirements from the Department of Homeland Security as well as the Social Security Administration.

So, payroll professionals have to be more careful with Form W-2 processing than ever before. Are you prepared?

Join IOMA and payroll expert Vicki M. Lambert for a complete walk-through of this year's tricky Form W-2, featuring a discussion of common preparation mistakes and important updates.

In one compact 90-minute program, you will learn:

• Why you cannot use “magnetic media” for submitting to SSA but may have to use to submit to the state
• Reconciliation of Form W-2 to Form 941-best practices on when and why it must be done
• How to handle duplicate requests for Form W-2 including a sample form and charging fees
• Best practices for gathering, calculating and reconciling W-2 data
• Electronic delivery of W-2s to employees—what is required to set up the program
• When to use the Form W-2c and when to correct the W-2 itself
• Using SSA’s BSO to file Forms W-2c electronically
• Why the Department of Homeland Security is now involved with the Form W-2
• How that makes it imperative to verify employee names and social security number with the SSA data base
• The methods that must be used
• Changes to the Form W-2 for 2009 and a look at the proposed form for 2010
• Line by line completion of the Form W-2 example

FEATURED FACULTY

Vicki M. Lambert, CPP

Vicki M. Lambert, CPP, Certified Payroll Manager is President and Academic Director of Vicki M. Lambert, LLC a firm specializing in payroll education and training. Ms. Lambert has a Bachelor's degree, Magna Cum Laude in Business Administration and is a Certified Payroll Professional with over 30 years of multi-state payroll experience.

Ms. Lambert has lectured extensively throughout the United States on payroll administration and compliance issues for clients that include ADP, CCH Incorporated, Ceridian Employer Services, Fox Studios, County of Riverside, Sun Microsystems and others. She has also written and edited numerous books, newsletters, and articles for leading publishers of business information in the United States.