Course Outline
Payroll Fundamentals and Deductions
- Introduction to payroll management and its legal framework within Mexico
- Classifications of income: regular, extra, and variable pay
- Mandatory and voluntary deductions (including ISR, IMSS, INFONAVIT, and loans)
- Employee categorizations and employment contract types
- Understanding the salary base and its impact on payroll processing
Salary Integration, Earnings, and Deductions
- Calculating the Integrated Daily Salary (SDI) for IMSS purposes
- Merging fixed and variable payments
- Managing overtime, vacations, and bonus payments
- Establishing and managing various income and deduction concepts within the system
Managing Payroll in CONTPAQi Payroll
- Exploration of CONTPAQi Nóminas interface and available modules
- Setting up and configuring companies and employee profiles
- Defining payroll periods, concepts, and system parameters
- Generating and validating payroll calculations
- Issuing payslips and electronic CFDI files
Legal and Tax Compliance in Payroll
- Overview of Mexican payroll legislation and associated obligations
- Integration with SAT, IMSS, and INFONAVIT systems
- Understanding CFDI 4.0 payroll structure and the digital stamping process
- Producing fiscal and accounting reports
- Identifying common compliance pitfalls and strategies to avoid them
Summary and Future Actions
- Review of essential payroll and compliance principles
- Guidelines for ongoing system updates and maintenance
- Recommendations for further learning and certification paths
Requirements
- Foundational knowledge of payroll or human resources procedures
- Familiarity with the Mexican tax and labor landscape
- No previous experience with CONTPAQi is necessary
Target Audience
- HR specialists and payroll administrators
- Tax compliance officers and accountants
- Finance personnel tasked with payroll administration and reporting
Testimonials (4)
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.
Elpida - Unemployed
Course - Anti-Money Laundering (AML) and Combating Terrorist Financing (CTF)
The pricing strategies. Need to have more real case examples on the strategies and the pricing methods.
