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 Duration 14 hours (2 days)

Course Outline

Fundamentals of Payroll and Deductions

  • Introduction to payroll administration and its Mexican legal framework
  • Categories of earnings: standard, exceptional, and variable compensation
  • Mandatory and discretionary deductions (ISR, IMSS, INFONAVIT, loans, etc.)
  • Employee categorization and various employment structures
  • The role of the salary base in payroll processing and its impact

Salary Aggregation, Earnings, and Deduction Management

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

Managing Payroll within CONTPAQi

  • Tour of the CONTPAQi Nóminas interface and functional modules
  • Establishing and configuring company profiles and employee records
  • Setting payroll cycles, defining concepts, and adjusting parameters
  • Executing and verifying payroll calculations
  • Distributing pay statements and electronic CFDI documents

Legal and Fiscal Payroll Compliance

  • Review of Mexican payroll laws and statutory obligations
  • Interfacing with IMSS, SAT, and INFONAVIT platforms
  • Structuring CFDI 4.0 payroll data and the digital stamping workflow
  • Creating fiscal and accounting documentation
  • Identifying frequent compliance pitfalls and strategies to avoid them

Conclusion and Path Forward

  • Recap of essential payroll and compliance principles
  • Best practices for continuous updates and system upkeep
  • Suggestions for ongoing education and professional certification

Requirements

  • Foundational knowledge of payroll or human resources workflows
  • Awareness of the Mexican labor and tax landscape
  • No prior experience with CONTPAQi is necessary

Target Audience

  • Payroll specialists and HR practitioners
  • Accountants and tax compliance professionals
  • Finance team members tasked with payroll oversight and reporting

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