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Payroll – Life In The Fastlane

APRIL 3-6, 2013, LONG BEACH, CA. Payroll – Life In The Fastlane. Payroll 101 What to expect in that first year. Education Code STRS/PERS Regulations Resources for Research. 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO. What Questions should you be asking?.

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Payroll – Life In The Fastlane

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  1. APRIL 3-6, 2013, LONG BEACH, CA Payroll – Life In The Fastlane

  2. Payroll 101 What to expect in that first year Education Code STRS/PERS Regulations Resources for Research 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  3. 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 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  4. Calculating Pay California Wage and Hour Law Federal Wage and Hour Law Collective Bargaining Agreements California Education Code STRS/PERS Regulations 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  5. School Employee Classifications Certificated – Full and Part Time Classified – Full, Part Time and Hourly Collective Bargaining Agreements California Education Code STRS/PERS Regulations 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  6. Retirement Classifications State Teachers Retirement System (STRS) Public Employees Retirement System (PERS) Alternative Retirement System (PARS, Apple) Social Security 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  7. Mandatory Withholding Or Exemptions Social Security Section 218 Agreement 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  8. Canceling Checks Overpayments Underpayments Paper Revolving Checks Canceling Direct Deposits 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  9. Re-issuing Checks Lost Destroyed Voided Checks 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  10. Deceased Wages Tax Treatment In the year of Death In the next calendar year after Death Beneficiaries 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  11. Resources IRS - Office of Federal, State and Local Governments (FSLG) Acting Director, Sunita Lough Pacific Coast Area Manager - Cheryl J. Powers (925) 279-4012 x203 FSLG Specialists - Sue Ann Jansen, sue.jansen@irs.gov Marilee Basaraba, marilee.basaraba@irs.gov Customer Account Services - (877) 829-5500 (for governmental entities) Assistance with determination letters, deposits, 941s, penalties Other IRS Contacts IRS Taxpayer Information - (800) 829-1040 IRS Taxpayer Information (TDD) - (800) 829-4059 IRS Taxpayer Advocate - (877) 777-4778 (For assistance with long-standing tax issues) 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  12. Resources IRS Information Returns (W-2, 1099) Assistance Toll Free (866) 455-7438 (8:30 am - 4:30 pm Eastern Time) E-mail yourinquiriesto: mccirp@irs.gov Foreign 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 Agreements Dawn Evans C/O CalPERS P.O. Box 942709 Sacramento, CA 94229-2709 (916) 795-2310 IRS - Office of Federal, State and Local Governments (FSLG) Acting Director, Sunita Lough Pacific Coast Area Manager - Cheryl J. Powers (925) 279-4012 x203 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  13. Resources NAME/TYPE: Phone #: WEBSITE ADDRESSES:  Assoc. of CA School Administrators (916) 444-3216 http://www.acsa.org/ CA Dept. of Child Support Services N/A http://www.childsup.ca.gov/ CA Dept. of Education (916) 319-0366 http://www.cde.ca.gov/ 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  14. Resources CA 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 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  15. Resources CA Franchise Tax Board (800) 338-0505 http://www.ftb.ca.gov/ CA Law - Education & Govt. Codes N/A http://www.leginfo.ca.gov/calaw.html CA Legislation Bill Information N/A http://www.leginfo.ca.gov/bilinfo.html CA Legislative Analyst's Office (916) 445-4656 http://www.lao.ca.gov/default.asp 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  16. Resources CA Schools Employees' Association (800) 632-2128 http://www.csea.com/content/main/ CA State Legislature N/A http://www.legislature.ca.gov/ CA Teachers' Association - CTA (650) 697-1400 http://www.cta.org/CTA.htm 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  17. Resources CALPERS-ACES N/A http://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) 447-3783 http://www.casbo.org/welcome1.htm 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  18. Resources Center for Medicare & Medicaid N/A http://www.cms.hhs.gov/ Federal Government Homepage N/A http://www.firstgov.gov/ Federal Legislation N/A http://thomas.loc.gov/ Internal Revenue Service (800) 829-4933 http://www.irs.gov/ 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  19. Resources Medicare N/A http://www.medicare.gov/ School Services of CA, Inc. (916) 446-7517 http://www.sscal.com/ School Insurance Authority (877) 742-5437 http://sia-jpa.org/ Social Security Administration (800) 772-1213 http://www.ssa.gov/ 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  20. Resources State of CA Homepage N/A http://www.ca.gov/state/portal/myca_homepage.jsp STRS 403B Registry N/A http://www.403bcompare.com U.S. Dept. of Labor (866) 487-2365 http://www.dol.gov/dol/topic/index.htm 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

  21. Thank you for attending 2013 CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO

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