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QuickBooks® Training Library

Understanding Payroll Forms


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

It’s one thing to log into your Payroll software and click the buttons to set it up and run…but understanding the payroll tax implications and tax forms is something else! In this class we’ll discuss your federal and state payroll forms and filing requirements.

 

You’ll Learn About

  • W-4, I-9, and W-2 forms for employees

  • W-9, 1099, and 945 forms for contractors

  • 941, 943, and 944 Federal withholding forms

  • 940 annual Federal Unemployment Tax Act (FUTA) tax form

  • State tax filing

  • Submitting Corrections

  • Terminating employees

  • Separating deceased employees

 

After Completing this course, you will be able to: 

  • Identify the correct forms to give to new hires

  • Identify which forms are required from new vendors

  • Recall which forms to submit to the proper authorities on a timely basis

  • Describe how to make corrections if there are errors

  • Define the process for terminated and deceased employee paperwork

  • Recognize a Payroll Summary report and how it relates to tax forms

 

This course is part of the Payday Perfection Collection.  

Understanding Payroll Forms Class Description

Running Payroll accurately is necessary to keeping your employees motivated to help your company succeed. But it’s just as important to keep the government happy with your business compliance. 
Many businesses rely on their payroll software’s automation to do the thinking for them. That’s not sufficient! While you can plug in your employee’s hours and wages, then let the software generate the paychecks and submit your tax forms, there’s more to know!

In this class we’ll look at business forms…so you can form your own opinion!

  • What forms do your employees need to fill out when you onboard them?
  • Which forms do your contractors need to give you when you hire them?
  • Where are the federal and state forms you need to submit every week, month, quarter, and year?


You will learn to read a Payroll Summary report and extract the data to enter on tax forms.

Instructor Shannon Ballman Theis, the Payroll Queen, will walk you through all the basics you need to get started. If you want even more, attendees will receive a discount code towards her full detailed course.

Join Shannon's Payroll Mastermind and receive $20 off your monthly for 12 months.  

Coupon code: ROYALWISE 

code is valid until December 31 2025

 

Instructional Level

Basic

Course Length

2 hours

Course Credits

2, Certificate of Completion

Field of Study

Accounting

Delivery Method

QAS / Self-paced

Who should take this class?

  • Small Business Owners to understand payroll requirements
  • Bookkeepers to know what forms to track
  • Employees who manage payroll for their company

 

 

 

 

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.
Course Material Updated: November 2023
Course Page Updated: January 2026
Course Credit: 2.0

Here is the course outline:

1. Download the Handouts and Resources

Download your class handouts and resource here

2 sections
Download the handout here
Additional Resources and Helpful Links

2. Understanding Payroll Forms: Watch the Videos

It’s one thing to log into your Payroll software and click the buttons to set it up and run…but understanding the payroll tax implications and tax forms is something else! In this class we’ll discuss your federal and state payroll forms and filing requirements.

19 sections
Intro and Agenda
W4 Form and State Equivalent
I-9 Form: Employment Eligibility Verification
W-9 Form: Request for Taxpayer Identification Number and Certification
1099 Forms: Two options (MISC and NEC)
945 Form: Annual Return of Withheld Federal Income Tax
W8-BEN Form: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and
941 Forms: Quarterly Federal Tax Return, Schedule B, and Annual
Form 944: Employer's Annual Federal Tax Return
940 Forms: Employer's Annual Federal Unemployment Tax Return (FUTA) and Schedule A
Payroll Forms Review 1
W-2 Form: Wage and Tax Statement
Best Practices for Federal Payroll Forms
How to Read a Payroll Summary
What If Forms Were Filed with Errors?
State Payroll Forms
Employee Termination and Deceased Employee Paperwork
Additional Resources and Info
Payroll Forms Review 2

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!

2 sections
Course Evaluation Survey
Payroll Forms Final Quiz

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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