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 Duration 14 hours (2 days)

Course Outline

Fundamentals of Payroll and Deductions

  • Exploring the legal framework governing payroll management in Mexico
  • Classifying income types: regular, exceptional, and variable compensation
  • Identifying mandatory and optional deductions (such as ISR, IMSS, INFONAVIT, and loans)
  • Categorizing employees and defining various employment structures
  • Understanding the salary base concept and its role in payroll processing

Calculating Salaries, Income, and Deductions

  • Determining the Integrated Daily Salary (SDI) and its application for IMSS
  • Combining fixed and variable pay components
  • Processing payments for bonuses, leave, and overtime
  • Configuring and organizing various income and deduction concepts within the system

Administering Payroll with CONTPAQi

  • Navigating the CONTPAQi Nóminas interface and exploring its modules
  • Setting up and defining company and employee profiles
  • Establishing payroll cycles, concepts, and relevant parameters
  • Calculating and verifying payroll data
  • Generating payslips and electronic CFDI documents

Legal and Tax Compliance in Payroll

  • Reviewing Mexican payroll laws and associated responsibilities
  • Synchronizing data with IMSS, SAT, and INFONAVIT systems
  • Structuring CFDI 4.0 payroll data and managing digital stamping
  • Creating fiscal and accounting summaries
  • Avoiding typical compliance mistakes and strategies for prevention

Recap and Future Actions

  • Revisiting core payroll and compliance principles
  • Best practices for system updates and continuous maintenance
  • Advice for further professional development and certification

Requirements

  • Foundational knowledge of payroll or human resources workflows
  • Awareness of the Mexican labor and tax landscape
  • No previous background with CONTPAQi is necessary

Target Learners

  • Payroll managers and HR experts
  • Accountants and tax compliance specialists
  • Financial team members handling payroll administration and reporting

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