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QuickBooks® Training Library

Payroll Compliance: A Beginners Guide with Shannon Ballman Theis


Course
Quantity
For someone else
Shannon Theis
Quantity
For someone else
Purchase for $70 or enter access code

When setting up payroll for an office, your company policies must simultaneously meet state and federal compliance standards, and foster healthy, happy workers. Learn best practices for setting up your payroll guidelines for wages, benefits, and paid time off.

In this Payroll Compliance class, you’ll learn about:

  • Salary vs Hourly compensation

  • Employees vs. contractors

  • PTO: Sick pay, vacation pay, holiday pay

  • Tax Deductions, Contributions, and Garnishments

  • Benefits including healthcare and retirement

  • Reimbursements for out-of-pocket expenses

  • How to pay your payroll taxes

 

After completing this course, you will be able to: 

  • Understand what payroll is and how you use it in your business

  • Create payroll policies for state and federal compliance

  • Address common problems

 

Payroll Compliance: A Beginners Guide with Shannon Ballman Theis Course Description:

In this class, Shannon Ballman Theis, a payroll expert with 20 years experience, is going to give you an over-the-shoulder look at the basics of payroll - who and when you have to pay, whether to pay hourly or salary, and the differences between employees and contractors.

 

 

 

 

 

 

 


  

 

Instructional Level

Basic

 

Course Length

2 hours

 

Course Credits

Certificate of Completion

 

Field of Study

Accounting

 

Delivery Method

QAS Self Study

 

Who should take this class?

  • Companies with employees who need payroll processing

  • Companies with basic payroll needs

 

Bundle & Save!

 

This course is part of the Payday Perfection Collection.  


Level-up your payroll prowess with the Payday Perfection Collection. Get everything you need to learn how to run payroll right—all in one discounted bundle. Learn how to run payroll, stay in compliance, send 1099s, use QB Time,  and understand payroll forms  with confidence—so payday feels smooth, not stressful.

Stop second-guessing payroll. Grab the Payday Perfection Collection today and start running payroll like a pro. Enroll now.

 

Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

 

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

 

 

 

 

 

 

  


 

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

Course Updated: November 2022 (update coming in 2026)
Course Page Updated: March 2026

 

 

 

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Here is the course outline:

1. Download the Handout

Download your class handout here

Download the handout here

2. Beginners Guide to Payroll Compliance: Watch the videos

When setting up payroll for an office, your company policies must simultaneously meet state and federal compliance standards, and foster healthy, happy workers. Learn best practices for setting up your payroll guidelines for wages, benefits, and paid time off.

Introduction and Agenda
What is Payroll, Employees vs Contractors, Onboarding
Payroll Frequency
Types of Pay
Review Questions
Mandatory Deductions
Voluntary Deductions
Reimbursements
Employer Taxes and Contributions
Payroll Taxes & Forms
Pitfalls of Payroll
Review Quesitions

3. Quizzes

Take these quizzes to demonstrate your mastery of the material. Pass each quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Complete this survey for CPE Credit
CPE Completion Quiz

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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