Multistate Payroll Compliance

Compliance is a disciplinary task. However, sometimes businesses can do business in many states but fail to understand compliance about it. Many companies doing business in more than one state often remain confused about:

•      How to determine which State they must pay taxes to?
•      Which are the different states that have different laws regarding                    residents and non-residents?

Understanding how to calculate tax for employees in 2 or more states can be confusing. Plus what state laws for payroll need to be followed when employing employees in more than one state?

This CE/CPE Tax Course will help you to better understand the laws in each state, the tax guidance on how to determine taxation when employees live in one state and work in another, for employees that work in multiple states for travel for work, and also other state laws that affect payroll.

Learning Objectives:   

• To review how to properly determine the SUI state.
• To analyze multi-state taxation and review laws to stay compliant.
• To discuss best practices on how other employers handle multi-state concerns.
• To discuss the details of states.
• To analyze how to handle the state withholding forms versus using the federal form.
• To discuss when employees move states while employed with the same employer and what payments should still be taxed in a prior state.
• To inspect reciprocal agreements.
• To review why employee residency is important.
• To analyze what is Nexus and what it means for the employer taxation requirements.
• To review an employer DOL liability for a multi-state employee.
• To analyze key DOL laws for payroll professionals to be aware of.

 Areas covered in the session:

• Withholding Challenges
• De Minimus Thresholds
• How is residency determined?
• Reciprocal Agreements
• Resident/ Non-Resident Withholding Rules
• Evaluating taxation for employees working in multiple states
• What payments are subject to tax?
• Withholding Compliance Issues
• State Unemployment Insurance
• Administrative concerns and Human Resource Issues
• Local Tax Residency Rules
• State Wage & Hour-Pay

Who Should Attend:

• Tax Firm
• Certified Public Accountant (CPA)
• CPA (Industry)
• CPA - Mid Size Firm
• CPA - Small Firm
• HR Professionals
• Human Resources Manager 

Speaker Bio: Dayna Reum

Dayna currently is the director of payroll operations at a major medical center in Chicago and has been heavily involved in the payroll field for more than 20 years.

She started as a payroll clerk at a small Tucson company but moved on to be a payroll team leader at Honeywell Inc.

During her time at Honeywell Inc., she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. Dayna has also received several merit awards for customer service and acquisitions, and divestiture.

She also serves on the National American Payroll Association on the national Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee), and received a citation of merit for her service along with being a gold pin member of the APA.

Dayna is also a CPP (Certified Payroll Professional) through the APA and certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.