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Duration 14 hours
Course Outline
Payroll Fundamentals and Deductions
- Overview of payroll administration and the corresponding legal framework within Mexico
- Classification of earnings: standard, exceptional, and variable compensation
- Statutory and optional withholdings (including ISR, IMSS, INFONAVIT, and employee loans)
- Employee categorization and various forms of employment contracts
- The concept of the salary base and its impact on payroll processing
Integrating Salaries, Income, and Withholdings
- Calculation of the Integrated Daily Salary (SDI) for IMSS purposes
- Consolidating fixed and variable compensation components
- Processing payments for bonuses, annual leave, and overtime
- Defining and managing distinct income and deduction parameters within the platform
Operational Payroll Management in CONTPAQi Payroll
- Introduction to the CONTPAQi Nóminas user interface and functional modules
- Establishment and configuration of corporate entities and employee profiles
- Setting payroll cycles, specific concepts, and operational parameters
- Computing and verifying payroll results for accuracy
- Distribution of pay slips and electronic CFDI documentation
Legal and Fiscal Compliance in Payroll
- Synopsis of Mexican payroll legislation and associated duties
- System integration with IMSS, SAT, and INFONAVIT platforms
- Structure of CFDI 4.0 payroll documents and the digital stamping procedure
- Creation of fiscal and accounting summaries
- Identification of frequent compliance pitfalls and strategies for avoidance
Conclusion and Future Actions
- Recap of critical payroll and compliance principles
- Protocols for continuous system updates and maintenance
- Suggestions for further professional development and certification
Requirements
- Foundational knowledge of payroll or human resources workflows
- Awareness of the Mexican labor and tax regulatory landscape
- Previous hands-on experience with CONTPAQi is not a prerequisite
Target Audience
- Payroll administrators and HR specialists
- Accountants and officers responsible for tax compliance
- Finance team members overseeing payroll administration and reporting
Testimonials (4)
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
The trainer did not leave a single minute unexploited! He was up a storm throughout every lesson and provided much material for whatever he dealt with.