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 Duration 14 hours (2 days)

Course Outline

Fundamentals of Payroll and Deductions

  • An introduction to payroll administration and its regulatory context in Mexico
  • Categories of income: regular, exceptional, and fluctuating compensation
  • Statutory and discretionary deductions (ISR, IMSS, INFONAVIT, employee loans, etc.)
  • Employee categorization and various employment contracts
  • The role of the salary base and its impact on payroll processing

Salary Composition, Earnings, and Deductions

  • Daily Integrated Salary (SDI) and its computation for IMSS purposes
  • Incorporating fixed and variable compensation elements
  • Managing payments for bonuses, leave, and overtime
  • Defining and controlling various income and deduction parameters within the system

Administering Payroll via CONTPAQi Payroll

  • A look at the CONTPAQi Nóminas interface and its core modules
  • Establishing and setting up company and employee profiles
  • Configuring payroll cycles, concepts, and operational parameters
  • Processing and verifying payroll calculations
  • Distributing payslips and generating electronic CFDI documents

Legal and Taxary Compliance for Payroll

  • An overview of Mexican payroll laws and organizational obligations
  • Connectivity with IMSS, SAT, and INFONAVIT digital platforms
  • CFDI 4.0 payroll formatting and the digital stamping procedure
  • Creation of fiscal and accounting documentation
  • Identifying frequent compliance issues and strategies for prevention

Recap and Future Actions

  • Revisiting critical payroll and compliance principles
  • Best practices for maintaining system updates and integrity
  • Suggestions for further professional development and certification

Requirements

  • A foundational grasp of payroll or human resources workflows
  • Knowledge of the Mexican labor and tax landscape
  • Prior experience with CONTPAQi is not a prerequisite

Target Audience

  • Payroll officers and HR specialists
  • Accountants and tax compliance professionals
  • Financial team members tasked with payroll administration and reporting

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