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

ENROLL NOW

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

Knowledge that Never Expires

You'll have lifetime access to the on-demand course including all handouts & class material. You'll also be able to ask questions in the Q&A forum & get answers, even years later. You can pause, rewind, speed up, & watch again & again as you apply what you learn to each situation as it crops up.

Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

Discover why so many business owners & accounting professionals are taking advantage of a Royalwise OWLS membership to gain valuable skills, earn CPE credit, & make more money.

With a Royalwise OWLS membership you’ll have the tools & support you need to achieve your business & professional goals. Enroll today to join a community of like-minded individuals & take advantage of all the benefits an OWLS membership has to offer!

Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!

OWLfred says, "Silver membership pays for itself in just two courses per month!"

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Refunds & Cancellations

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

Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Course Page Updated: October 2023
Course Material Updated: November 2023
Course Credit: 2.0