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 Duration 14 hours

Course Outline

Foundational Payroll Concepts and Deductions

  • An introduction to payroll administration and its regulatory context in Mexico
  • Categories of compensation: standard, exceptional, and fluctuating pay
  • Statutory and optional deductions (including ISR, IMSS, INFONAVIT, and loans)
  • Classification of employees and various employment categories
  • The concept of the salary base and its impact on payroll calculations

Salary Composition, Income, and Deductions

  • Calculation of the Integrated Daily Salary (SDI) for IMSS purposes
  • Combining fixed and variable compensation elements
  • Processing bonuses, vacation pay, and overtime
  • Configuring and overseeing distinct income and deduction categories within the platform

Managing Payroll in CONTPAQi

  • A tour of the CONTPAQi Nóminas interface and functional modules
  • Setting up company profiles and employee records
  • Establishing payroll periods, defining concepts, and setting parameters
  • Computing and verifying payroll figures
  • Distributing payslips and issuing electronic CFDI documents

Legal and Tax Compliance in Payroll

  • A review of Mexican payroll laws and regulatory duties
  • Synchronization with IMSS, SAT, and INFONAVIT platforms
  • Structure of CFDI 4.0 payroll and the digital signing procedure
  • Creation of financial and accounting documentation
  • Identifying frequent compliance pitfalls and strategies to avoid them

Recap and Future Directions

  • A summary of critical payroll and compliance principles
  • Best practices for continuous system updates and maintenance
  • Suggestions for ongoing education and professional certification

Requirements

  • A foundational grasp of payroll or human resources workflows
  • Familiarity with the Mexican labor and tax landscape
  • No existing experience with CONTPAQi is necessary

Target Participants

  • Payroll administrators and HR specialists
  • Accountants and tax compliance officers
  • Finance team members handling payroll administration and reporting

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