Course Outline
Fundamental Payroll Principles and Deduction Frameworks
- An introduction to the management of payroll systems and the applicable legal structures within Mexico
- Categorizing income types, including standard, exceptional, and variable compensation
- Navigating statutory and elective deductions such as ISR, IMSS, INFONAVIT, and employee loans
- Defining employee categories and various forms of employment
- Understanding the concept of the salary base and its impact on payroll calculations
Calculating Salary Integration, Income, and Deductions
- Computing the Integrated Daily Salary (SDI) and determining IMSS contribution bases
- Incorporating fixed and variable components into total compensation
- Processing payments for bonuses, vacation accruals, and overtime work
- Establishing and administering diverse income and deduction parameters within the software
Operational Payroll Management in CONTPAQi
- A tour of the CONTPAQi Nóminas user interface and its functional modules
- Setting up organizational entities and individual employee profiles
- Configuring payroll cycles, defining specific concepts, and adjusting system parameters
- Executing and verifying accurate payroll calculations
- Distributing payslips and generating electronic CFDI documents
Ensuring Legal and Tax Compliance in Payroll
- An overview of Mexican payroll statutes and associated organizational responsibilities
- Synchronizing data with IMSS, SAT, and INFONAVIT systems
- Structuring CFDI 4.0 payroll documents and the process of digital stamping
- Compiling fiscal and accounting reports for review
- Identifying frequent compliance pitfalls and strategies to avoid them
Concluding Review and Future Recommendations
- A recap of essential payroll mechanics and compliance requirements
- Best practices for ongoing system maintenance and regulatory updates
- Pathways for professional development and certification
Requirements
- A foundational grasp of payroll administration or human resources workflows
- A working knowledge of the Mexican regulatory landscape concerning labor and taxation
- No previous proficiency in CONTPAQi is necessary for participation
Target Audience
- Payroll specialists and HR managers
- Accountants and officers tasked with tax compliance
- Financial personnel involved in payroll oversight and reporting duties
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.