APRIL 3-6, 2013, LONG BEACH, CA
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APRIL 3-6, 2013, LONG BEACH, CA. Payroll – Life In The Fastlane. Payroll 101 What to expect in that first year. Education Code STRS/PERS Regulations Resources for Research. 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO. What Questions should you be asking?.

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Payroll – Life In The Fastlane

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Payroll life in the fastlane

APRIL 3-6, 2013, LONG BEACH, CA

Payroll – Life In The Fastlane


Payroll life in the fastlane

Payroll 101

What to expect in that first year

Education Code

STRS/PERS Regulations

Resources for Research

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

What Questions should you be asking?

  • Fiscal Year or Calendar Year

  • What are the pay dates

  • How are the employees grouped

  • Monthly, hourly or daily pay rates

  • Balancing after processing

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Calculating Pay

California Wage and Hour Law

Federal Wage and Hour Law

Collective Bargaining Agreements

California Education Code

STRS/PERS Regulations

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

School Employee Classifications

Certificated – Full and Part Time

Classified – Full, Part Time and Hourly

Collective Bargaining Agreements

California Education Code

STRS/PERS Regulations

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Retirement Classifications

State Teachers Retirement System (STRS)

Public Employees Retirement System (PERS)

Alternative Retirement System (PARS, Apple)

Social Security

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Mandatory Withholding

Or Exemptions

Social Security

Section 218 Agreement

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Canceling Checks

Overpayments

Underpayments

Paper Revolving Checks

Canceling Direct Deposits

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Re-issuing Checks

Lost

Destroyed

Voided Checks

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Deceased Wages

Tax Treatment

In the year of Death

In the next calendar year after Death

Beneficiaries

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

IRS - Office of Federal, State and Local Governments (FSLG)

Acting Director, Sunita Lough

Pacific Coast Area Manager - Cheryl J. Powers (925) 279-4012 x203

FSLG Specialists - Sue Ann Jansen, [email protected]

Marilee Basaraba, [email protected]

Customer Account Services - (877) 829-5500 (for governmental entities)

Assistance with determination letters, deposits, 941s, penalties

Other IRS Contacts

IRS Taxpayer Information - (800) 829-1040

IRS Taxpayer Information (TDD) - (800) 829-4059

IRS Taxpayer Advocate - (877) 777-4778

(For assistance with long-standing tax issues)

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

IRS Information Returns (W-2, 1099) Assistance

Toll Free (866) 455-7438 (8:30 am - 4:30 pm Eastern Time)

E-mail yourinquiriesto: [email protected]

Foreign Tax Questions - (215) 516-2000 (6:00 am - 2:00 am EST) (Not toll free)

Social Security Employer Services Liaison

Mr. Bill Brees (510) 970-8247

State Social Security Adminstrators

Section 218 Agreements

Dawn Evans

C/O CalPERS

P.O. Box 942709

Sacramento, CA 94229-2709

(916) 795-2310

IRS - Office of Federal, State and Local Governments (FSLG)

Acting Director, Sunita Lough

Pacific Coast Area Manager - Cheryl J. Powers (925) 279-4012 x203

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

NAME/TYPE:

Phone #:

WEBSITE ADDRESSES:

 Assoc. of CA School Administrators

(916) 444-3216

http://www.acsa.org/

CA Dept. of Child Support Services

N/A

http://www.childsup.ca.gov/

CA Dept. of Education

(916) 319-0366

http://www.cde.ca.gov/

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

CA Dept. of Education

(916) 319-0366

http://www.cde.ca.gov/

CA Dept. of Finance

(916) 445-3878

http://www.dof.ca.gov/

CA Dept. of Industrial Relations

(415) 703-5070

http://www.dir.ca.gov/

CA Employment Development Dept.

(888) 745-3886

http://www.edd.ca.gov/eddhome.htm

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

CA Franchise Tax Board

(800) 338-0505

http://www.ftb.ca.gov/

CA Law - Education & Govt. Codes

N/A

http://www.leginfo.ca.gov/calaw.html

CA Legislation Bill Information

N/A

http://www.leginfo.ca.gov/bilinfo.html

CA Legislative Analyst's Office

(916) 445-4656

http://www.lao.ca.gov/default.asp

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

CA Schools Employees' Association

(800) 632-2128

http://www.csea.com/content/main/

CA State Legislature

N/A

http://www.legislature.ca.gov/

CA Teachers' Association - CTA

(650) 697-1400

http://www.cta.org/CTA.htm

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

CALPERS-ACES

N/A

http://www.calpers.ca.gov/aces/default-dynamic.htm

CALPERS-General

(888) 225-7377

http://www.calpers.ca.gov/

CALSTRS

(800) 228-5453

http://www.calstrs.com

CASBO

(916) 447-3783

http://www.casbo.org/welcome1.htm

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

Center for Medicare & Medicaid

N/A

http://www.cms.hhs.gov/

Federal Government Homepage

N/A

http://www.firstgov.gov/

Federal Legislation

N/A

http://thomas.loc.gov/

Internal Revenue Service

(800) 829-4933

http://www.irs.gov/

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

Medicare

N/A

http://www.medicare.gov/

School Services of CA, Inc.

(916) 446-7517

http://www.sscal.com/

School Insurance Authority

(877) 742-5437

http://sia-jpa.org/

Social Security Administration

(800) 772-1213

http://www.ssa.gov/

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Resources

State of CA Homepage

N/A

http://www.ca.gov/state/portal/myca_homepage.jsp

STRS 403B Registry

N/A

http://www.403bcompare.com

U.S. Dept. of Labor

(866) 487-2365

http://www.dol.gov/dol/topic/index.htm

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


Payroll life in the fastlane

Thank you for attending

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO


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