isaac dallago & christine stolpe, cpp friday, october 9, 2015 @ 1:00 p.m. using the internet for...

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

30

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

31

Local Tax Authorities

Kentucky Occupational License TaxesNew YorkOhioPennsylvania

32

Local Tax Authorities

33

Local Tax Authorities

34

Local Tax Authorities

35

36

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

37

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

41

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.

Facebook

Online social networking service that enables users to send and read short 140-character messages called “tweets”

Twitter

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

LinkedIn

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 isaac@symmetry.com

Christine Stolpe

CStoneStolpe@gmail.com

Thank you and please remember to complete your evaluation for this session.