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
Testimonials (4)
How to manage business financials
surprise mtileni - Hatima Holdings (Pty) ltd
Course - Learning Xero
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.