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 Duration 14 hours (2 days)

Course Outline

Foundational Payroll Concepts and Deductions

  • Overview of payroll management and its legal basis in Mexico
  • Categorizing income: regular, extraordinary, and variable compensation
  • Mandatory and optional deductions (including ISR, IMSS, INFONAVIT, loans, and more)
  • Employee categorizations and various employment contracts
  • Defining salary base concepts and their impact on payroll processing

Consolidating Salaries, Income, and Deductions

  • Calculating the Integrated Daily Salary (SDI) for IMSS purposes
  • Combining fixed and variable payment components
  • Processing bonuses, leave accruals, and overtime payments
  • Establishing and administering diverse income and deduction parameters within the system

Payroll Administration within CONTPAQi Payroll

  • Tour of the CONTPAQi Nóminas interface and functional modules
  • Setting up and configuring company profiles and employee records
  • Establishing payroll periods, specific concepts, and system parameters
  • Processing and validating payroll computations
  • Generating payslips and electronic CFDI documents

Legal and Tax Compliance in Payroll

  • Summary of Mexican payroll statutes and organizational obligations
  • Interfacing with IMSS, SAT, and INFONAVIT platforms
  • Structure of CFDI 4.0 payroll documents and the digital certification process
  • Creating fiscal and accounting statements
  • Identifying common compliance pitfalls and strategies to avoid them

Conclusion and Future Actions

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

Requirements

  • Foundational knowledge of payroll or human resources workflows
  • Familiarity with the Mexican labor and tax regulatory landscape
  • Prior experience with CONTPAQi is not mandatory

Target Audience

  • Payroll administrators and HR specialists
  • Accountants and tax compliance professionals
  • Finance team members overseeing payroll operations and reporting

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