payroll – life in the fastlane april 3-6, 2013, long beach, ca

Payroll – Life In The Fastlane

APRIL 3-6, 2013, LONG BEACH, CA

Payroll 101 What to expect in that first yearEducation CodeSTRS/PERS RegulationsResources for Research

2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

What Questions should you be asking?

• Fiscal Year or Calendar Year

• What are the pay dates

• How are the employees grouped

• Monthly, hourly or daily pay rates

• Balancing after processing


Calculating Pay

California Wage and Hour LawFederal Wage and Hour LawCollective Bargaining AgreementsCalifornia Education CodeSTRS/PERS Regulations


School Employee Classifications

Certificated – Full and Part TimeClassified – Full, Part Time and HourlyCollective Bargaining AgreementsCalifornia Education CodeSTRS/PERS Regulations


Retirement Classifications

State Teachers Retirement System (STRS)Public Employees Retirement System (PERS)Alternative Retirement System (PARS, Apple)Social Security


Mandatory Withholding Or ExemptionsSocial SecuritySection 218 Agreement


Canceling Checks

OverpaymentsUnderpaymentsPaper Revolving ChecksCanceling Direct Deposits


Re-issuing Checks

LostDestroyedVoided Checks


Deceased Wages

Tax TreatmentIn the year of DeathIn the next calendar year after Death

Beneficiaries


ResourcesIRS - Office of Federal, State and Local Governments (FSLG) Acting Director, Sunita LoughPacific Coast Area Manager - Cheryl J. Powers (925) 279-4012 x203 FSLG Specialists - Sue Ann Jansen, [email protected]

Marilee Basaraba, [email protected] Account Services - (877) 829-5500 (for governmental entities)

Assistance with determination letters, deposits, 941s, penalties Other IRS Contacts IRS Taxpayer Information - (800) 829-1040IRS Taxpayer Information (TDD) - (800) 829-4059IRS Taxpayer Advocate - (877) 777-4778(For assistance with long-standing tax issues)


ResourcesIRS Information Returns (W-2, 1099) AssistanceToll Free (866) 455-7438 (8:30 am - 4:30 pm Eastern Time)E-mail yourinquiriesto: [email protected] Tax Questions - (215) 516-2000 (6:00 am - 2:00 am EST) (Not toll free) Social Security Employer Services Liaison Mr. Bill Brees (510) 970-8247 State Social Security Adminstrators Section 218 AgreementsDawn EvansC/O CalPERSP.O. Box 942709Sacramento, CA 94229-2709(916) 795-2310IRS - Office of Federal, State and Local Governments (FSLG) Acting Director, Sunita LoughPacific Coast Area Manager - Cheryl J. Powers (925) 279-4012 x203


ResourcesNAME/TYPE: Phone #:WEBSITE ADDRESSES: Assoc. of CA School Administrators(916) 444-3216 http://www.acsa.org/

CA Dept. of Child Support ServicesN/Ahttp://www.childsup.ca.gov/

CA Dept. of Education(916) 319-0366 http://www.cde.ca.gov/


http://www.acsa.org/

http://www.childsup.ca.gov/

http://www.cde.ca.gov/

ResourcesCA Dept. of Education(916) 319-0366 http://www.cde.ca.gov/

CA Dept. of Finance(916) 445-3878 http://www.dof.ca.gov/

CA Dept. of Industrial Relations(415) 703-5070 http://www.dir.ca.gov/

CA Employment Development Dept.(888) 745-3886 http://www.edd.ca.gov/eddhome.htm


http://www.cde.ca.gov/

http://www.dof.ca.gov/

http://www.dir.ca.gov/

http://www.edd.ca.gov/eddhome.htm

ResourcesCA Franchise Tax Board(800) 338-0505 http://www.ftb.ca.gov/

CA Law - Education & Govt. CodesN/Ahttp://www.leginfo.ca.gov/calaw.html

CA Legislation Bill InformationN/Ahttp://www.leginfo.ca.gov/bilinfo.html

CA Legislative Analyst's Office(916) 445-4656 http://www.lao.ca.gov/default.asp


http://www.ftb.ca.gov/

http://www.leginfo.ca.gov/calaw.html

http://www.leginfo.ca.gov/bilinfo.html

http://www.lao.ca.gov/default.asp

ResourcesCA Schools Employees' Association(800) 632-2128 http://www.csea.com/content/main/

CA State LegislatureN/Ahttp://www.legislature.ca.gov/

CA Teachers' Association - CTA(650) 697-1400 http://www.cta.org/CTA.htm


http://www.csea.com/content/main/

http://www.legislature.ca.gov/

http://www.cta.org/CTA.htm

ResourcesCALPERS-ACESN/Ahttp://www.calpers.ca.gov/aces/default-dynamic.htm

CALPERS-General(888) 225-7377 http://www.calpers.ca.gov/

CALSTRS(800) 228-5453 http://www.calstrs.com

CASBO(916) 447-3783http://www.casbo.org/welcome1.htm


http://www.calpers.ca.gov/aces/default-dynamic.htm

http://www.calpers.ca.gov/

http://www.calstrs.com/

ResourcesCenter for Medicare & MedicaidN/Ahttp://www.cms.hhs.gov/

Federal Government HomepageN/Ahttp://www.firstgov.gov/

Federal LegislationN/Ahttp://thomas.loc.gov/

Internal Revenue Service(800) 829-4933http://www.irs.gov/


ResourcesMedicareN/Ahttp://www.medicare.gov/

School Services of CA, Inc.(916) 446-7517http://www.sscal.com/

School Insurance Authority(877) 742-5437http://sia-jpa.org/

Social Security Administration(800) 772-1213 http://www.ssa.gov/


ResourcesState of CA HomepageN/Ahttp://www.ca.gov/state/portal/myca_homepage.jsp

STRS 403B RegistryN/Ahttp://www.403bcompare.com

U.S. Dept. of Labor(866) 487-2365http://www.dol.gov/dol/topic/index.htm


Thank you for attending


payroll – life in the fastlane april 3-6, 2013, long beach, ca

Documents

ca slide

ca school administrators

resources irs office

irs taxpayer advocate

irs taxpayer information

year of death

calendar year

apple social security