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Payroll Record Retention 1 Credit

Payroll Record Retention 1 Credit

  • Rating

    4.6
  • Published on

    May, 2024
  • Subject Area

    Taxes

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Jun 06, 2024 | 02:30 PM ET

Learning Objective

  • Discuss IRS requirements for payroll document retention. 
  • Identify key types of payroll documents and their importance. 
  • Comprehend specific state laws regarding record retention. 
  • Recognize the significance of maintaining accurate time records. 
  • Explore strategies for handling undeliverable W-2 forms. 
  • Gain insight into the retention of state and local tax returns. 

Course Overview

Are you confident in navigating the intricate web of payroll record retention regulations?  

In today's dynamic business environment, mastering the art of document management is essential for ensuring compliance and minimizing risks. Join our course to unlock the secrets of effective payroll record retention and elevate your professional capabilities. 

This CPE course delves into essential topics and industry insights to enhance your professional expertise. Explore IRS guidelines, state laws, and best practices for managing payroll documentation effectively. From W-2 forms to time records, discover the intricacies of document retention to ensure compliance and minimize risk. Our expert-led sessions provide practical strategies and expert advice to empower your payroll management skills. 

Major Topics covered: 

  • Types of Payroll Documents 
  • Retention of Documents 
  • Specific State Laws 
  • All IRS tax returns 

Join us for an engaging learning experience designed to empower payroll professionals with the tools and insights needed to excel in today's competitive landscape.

For more CPE Payroll courses, Click here.

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  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01977-24-S)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01977-24-S)
  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-MNS74)

    Valid upto : Dec 31, 2024

  • 1 RCH Credit of Compliance / Research and Resource for Certified Payroll Professional (CPP) (Approval No. 24CPE025)

    Valid upto : Dec 31, 2024

  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 686579)

    Valid upto : Nov 30, 2025

  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1570)
  • 1 RCH Credit of Compliance / Research and Resource for Fundamental Payroll Certification (FPC) (Approval No. 24CPE025)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01977-24-S)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01977-24-S)
  • 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-01977-24-S)
  • 1 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)

  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01977-24-O)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01977-24-O)
  • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-MNS74)
  • 1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649503)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1599)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01977-24-O)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01977-24-O)
  • 1 CE Credit of Federal tax-related matters for LTC (Approval No. GEHNZ-T-01977-24-O)
  • 1 CPE Credit of Taxes for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Taxes for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Taxes for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Debbie Cash, CPP is a Manager of TLM Implementation at G&A Partners.  G&A Partners is a Professional Employer Organization (PEO) that offers payroll, human resources, benefits management, risk management, and accounting services for businesses.  G&A Partners acquired Employer Advantage LLC (PEO) in February 2022.  Debbie began working for the organization in 2006 as a Payroll Tax Specialist and Time and Attendance Specialist.  She was promoted to Time/Labor Manager in 2021.

Debbie earned an Associates Degree in Accounting from MSSU in 1985 and a Bachelors Degree in General Business from MSSU in 2006.  She obtained her Certified Payroll Professional Certification in October 2006.  She has 30+ years of experience processing payroll and payroll taxes for various different companies and professions.

Debbie worked as a Payroll Specialist at Missouri Southern State University from 1993 to March 2006.  She attended the International Tax Conference in Wisconsin in 2005 and specialized in International Tax for Student Visa’s.  She also worked for Joplin R-8 School District processing payroll from 1990 to 1993.  

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.6

Excellent

Very Good

Average

Poor

Terrible

EW

Elizabeth Wherley, CPA (US)

Payroll Record Retention was on point and answered my questions about how long I need to retain these items for paid personal help.

VD

Vhonda Dorse, EA

The course gave me information regarding how long I need to keep records to be able to help my clients with record retention.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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