Jim Medlock

I am excited to announce I have been selected to speak at PayrollOrg’s EIPC in Aurora, CO. I’m presenting three sessions · Make Using Analytics Applicable to You · Best Practices for Recouping Overpayments · Analytics: Improving Your Payroll Operation and Processes #PAYOEIPC

I am excited to announce that I am speaking at PayrollOrg's Payroll Congress! I'm presenting - Nonqualified Deferred Compensation with Andy Garboden, - 1099-NEC & 1099-MISC Reporting, and - Cryptocurrency: What Should Payroll Know? with Daniel Thompson, Jr. #Paycon

@Christophe80243 @PayNews #8 Christopher those are great another option is voter's registration. #paynews

@PayNews When determining an EE's state of residence for the task of withholding tax, is there a rule of thumb other than referencing a driver's license or voter registration? #paynews

Q3. Does your company have a list of states where employees are not allowed to work remote from? Which ones and why? #PayNews

@IowaHawkCPP @BeckPay @PayNews I've had problems with states if we haven't timely closed the account. The worst was the Virgin Islands! #paynews

@BeckPay @PayNews I tend to leave accounts open, because I never know when someone will resurface in that jurisdiction. #PayNews

Q7. What #payroll issues related to remote work (particularly remote work in new states) have you had to tackle in the last 6 months? #PayNews

@IowaHawkCPP @Christophe80243 @PayNews #3 Jodi what are you drinking? We all know payroll is the last to know #paynews

@Christophe80243 @PayNews If you can encourage those in the know to give as much lead time as possible to allow for registering, that is the first step. #PayNews

@Christophe80243 @PayNews Unfortunately Christopher each of the 54 states has their own registration process, In my experence none are the same. #paynews

@PayNews My company has recently begun hiring outside of our home state (which has no SIT). Is there a best practice method of opening new tax accounts in other states to make sure all liabilities are covered (i.e. L&I, FMLA, etc)? #paynews

@PayNews State tax/websites can be valuable but also can be frustrating as they are focused on individual taxes and it can be hard to find employment tax info #PayNews

Q2. How do you keep up with the latest changes to state #payroll laws and regulations? What websites do you like to use?#PayNews

@PayNews I use APA's Guide to State Payroll Laws, APA's PayState Update newsletter and my favorite search engine on state web sites #PayNews

Q1. How do you handle state and local compliance research? #PayNews

@PayNews #1 I use APA's Guide to State Payroll Laws, APA's PayState Update newsletter and my favorite search engine with state web sites.

@PayNews #1 I use APA's Guide to State Payroll Laws, PayState Update and my favorite search engine!

@PayNews To provide more information online about the status of the account so we can research ourselves and not spend hours waiting on the phone #PayNews

Q8. If you could tell the IRS how to improve their penalty notice procedures, what would it be? #PayNews

@PayNews A7 first I'd check with the tax department to see if they have any amounts due to the IRS. If they do, I'd have them write the IRS to move the amount transferred back to the payroll account #PayNews

Q7. When the IRS moves payroll tax deposits to another tax account of your employer, how do you resolve the issue? #PayNews

@PayNews A6 my first step would be to compare the notice to my annual reconciliation of W-2s to 941s to see if SSA is missing something #PayNews

Q6. When you receive a discrepancy notice from the SSA saying that your W-2 forms are not in balance to your 941s, what is your first step? #PayNews

@cltriplett67 @PayNews You can always claim reasonable cause, providing the IRS with all of the steps that happened and promise you have changed procedures to ensure compliance in the future #PayNews

@PayNews Failure to pay timely deposit due to a past employee onto paying via the semi-weekly deposit schedule. First time abatement has been used. Is there another request we can file to remove a $9,980 penalty?

Q1. What is the most frequent IRS penalty notice you receive? #PayNews

@PayNews A5 ask the IRS for a statement of the account to match the IRS' records of deposits with your records of deposits

Q5. What is your first step when you receive a late deposit penalty notice from the IRS? #paynews

@PayNews A4 when I was processing APA's payroll I balanced W-2s and 941s after EVERY payroll #paynews

Q4. How do you ensure your year-end Forms W-2 and quarterly Form 941 are in balance? #paynews

@TWalstrum A3 did you claim any of the COVID credits with 941-X? #paynews

@PayNews If you've filed a 941-X to claim a COVID credit, it may be a while and could cause a notice as the IRS has over 150,000 941-Xs in backlog processing #paynews

Q3. Have you received an IRS penalty notice related to a COVID-19 tax credit? How did you respond to the notice? #PayNews

@TWalstrum @GreytGold it's important to use the 941 Schedule D to explain the differences between 941 and W-2s when there is a transaction causing them to be out of balance #paynews

#1 the IRS records show that payroll tax deposits penalties are the most frequently issued employment tax penalties #paynews

@TWalstrum putting the hold on the account is very important to keep additional penalties and interest from accruing #paynews

Q2, first step is review it carefully against records and if it is confusing be sure to request the IRS to put a hold on the account #paynews