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 Duration 14 hours

Course Outline

Fundamentals of Payroll Concepts and Deductions

  • Introduction to payroll administration and its regulatory framework within Mexico.
  • Categorization of earnings: regular, exceptional, and fluctuating compensation.
  • Mandatory versus voluntary withholdings (including ISR, IMSS, INFONAVIT, and employee loans).
  • Employee categorization and various types of employment contracts.
  • The concept of the salary base and its impact on payroll processing.

Integrating Salaries, Income, and Deductions

  • Calculating the Integrated Daily Salary (SDI) for IMSS purposes.
  • Incorporating fixed and variable compensation components.
  • Processing bonuses, vacation pay, and overtime compensation.
  • Establishing and overseeing distinct income and deduction concepts within the platform.

Administering Payroll via CONTPAQi Payroll

  • A tour of the CONTPAQi Nóminas interface and its core modules.
  • Creating and setting up company profiles and employee records.
  • Defining payroll cycles, specific concepts, and system parameters.
  • Generating and verifying payroll computations.
  • Distributing payslips and electronic CFDI documents.

Legal and Tax Compliance in Payroll

  • An overview of Mexican payroll legislation and associated obligations.
  • Synchronization with IMSS, SAT, and INFONAVIT systems.
  • Structure of CFDI 4.0 payroll data and the digital signing process.
  • Creating fiscal and accounting reports.
  • Identifying frequent compliance pitfalls and strategies for avoidance.

Recap and Future Steps

  • Summary of essential payroll and compliance principles.
  • Best practices for continuous system updates and maintenance.
  • Suggestions for further professional development and certification.

Requirements

  • A foundational grasp of payroll or human resources workflows.
  • General awareness of the Mexican labor and tax landscape.
  • No previous experience with CONTPAQi is necessary.

Target Audience

  • Payroll managers and HR specialists.
  • Accountants and tax compliance officers.
  • Finance team members tasked with payroll administration and reporting.

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