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 Duration 14 hours (2 days)

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

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