Payroll Tax Audit Survival Guide: How to Prepare, Manage, and Protect Your Company

Master Payroll Audit Protection Before It’s Too Late!

Instructor :
Mark Schwartz

Webinar ID:
17695

Date: DEC 18, 2024 (WED)

Start Time: 10 AM PT - 11:30 AM PT

Duration: 90 Mins.

What you will learn

    • Types Of Audits That Require Payroll And HR Records.
    • IRS Focus And How They Select Companies For Audits.
    • Consultant’s Experience And Insights As A Former IRS Auditor.
    • How To Conduct Yourself And Employees During The Audit….
    • Types Of Audits That Require Payroll And HR Records.
    • IRS Focus And How They Select Companies For Audits.
    • Consultant’s Experience And Insights As A Former IRS Auditor.
    • How To Conduct Yourself And Employees During The Audit.
    • Standing Up For Your Rights Throughout The Audit Process.
    • Minimizing Or Waiving Audit Penalties To Reduce Financial Impact.
    • Responsible Party Assessments And Their Consequences On The Company.
    • Handling Audit Assessments, Payment Proposals, And Appeals Effectively.
    • Post-Audit Actions: What To Do After The Audit Ends.

Course Description

Preparing for a payroll tax audit is stressful. Despite your best efforts, you’ve been selected for an audit.

Now is the time to proceed with caution and strategic planning. This course will help you effectively navigate the audit process, ensuring you minimize both time and cost.

Key Takeaways:

    • Learn how to negotiate audit timelines and manage expenses.
    • Prepare your team and yourself for audit interviews—what you say and how you say it matters.
    • Understand how to compile and present records to prevent triggering additional audits.

After the audit:

    • Learn how to handle assessments, penalties, and interest with confidence.
    • Discover effective strategies to request waivers for penalties, and know when it’s no longer feasible to challenge.
    • Gain insights on how to minimize the consequences of simple mistakes, like late deposits or filings.

This 90-minute webinar equips you with practical strategies to protect your company and career during a payroll tax audit.

Join Now!

Preparing for a payroll tax audit is stressful. Despite your best efforts, you’ve been selected for an audit.

Now is the time to proceed with caution and strategic planning. This course will help you effectively navigate the audit process, ensuring you minimize both time and cost.

Key Takeaways:

    • Learn how to negotiate audit timelines and manage expenses.
    • Prepare your team and yourself for audit interviews—what you say and how you say it matters.
    • Understand how to compile and present records to prevent triggering additional audits.

After the audit:

    • Learn how to handle assessments, penalties, and interest with confidence.
    • Discover effective strategies to request waivers for penalties, and know when it’s no longer feasible to challenge.
    • Gain insights on how to minimize the consequences of simple mistakes, like late deposits or filings.

This 90-minute webinar equips you with practical strategies to protect your company and career during a payroll tax audit.

Join Now!

Why you should attend

Your heart races as you open that dreaded letter from the IRS or state payroll taxing authority. You’ve been “selected” for a payroll tax audit—your worst fears realized.

The months ahead may feel stressful, but the key is preparation, not panic. Hope won’t help at this stage—you either operated in a compliant manner or there may be challenges ahead.

But why were you selected? Likely, a red flag in your filings triggered the audit. The question is: what could that red flag be? It could stem from several factors. So, what do you do next? If you haven’t been audited yet, how can you make sure your processes are airtight to avoid future issues?

In this informative webinar led by Mark Schwartz, you’ll learn how to:

    • Identify potential red flags that lead to audit selection.
    • Prepare for a payroll tax audit, whether you’re already selected or want to avoid one in the future.
    • Effectively manage the audit process to minimize risk and costs.

Don’t wait for an audit notice to arrive. Attend this webinar to protect your company and your career from the pitfalls of payroll tax audits.

Enroll now!

Your heart races as you open that dreaded letter from the IRS or state payroll taxing authority. You’ve been “selected” for a payroll tax audit—your worst fears realized.

The months ahead may feel stressful, but the key is preparation, not panic. Hope won’t help at this stage—you either operated in a compliant manner or there may be challenges ahead.

But why were you selected? Likely, a red flag in your filings triggered the audit. The question is: what could that red flag be? It could stem from several factors. So, what do you do next? If you haven’t been audited yet, how can you make sure your processes are airtight to avoid future issues?

In this informative webinar led by Mark Schwartz, you’ll learn how to:

    • Identify potential red flags that lead to audit selection.
    • Prepare for a payroll tax audit, whether you’re already selected or want to avoid one in the future.
    • Effectively manage the audit process to minimize risk and costs.

Don’t wait for an audit notice to arrive. Attend this webinar to protect your company and your career from the pitfalls of payroll tax audits.

Enroll now!

Areas Covered

    • Types of Audits That Require Payroll and HR Records
    • Current IRS Focus in Their Audit Program
    • How the IRS Determines Issues for Your Company
    • Consultant’s Experience as a Former Auditor
    • How You and Your Employees Should Conduct Yourselves During an Audit
    • Standing Up for Your Rights During the Audit
    • Audit Penalties – How to Minimize or Get Them Waived
    • Responsible Party Assessments and Their Impact
    • Audit Assessments – Payment Proposals and Appeals
    • What to Do When the Audit is OverBONUS:
    • PDF copy of the presentation handout for your future reference.
    • Soft copy of the certificate of completion on request.
    • Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email.
    • Types of Audits That Require Payroll and HR Records
    • Current IRS Focus in Their Audit Program
    • How the IRS Determines Issues for Your Company
    • Consultant’s Experience as a Former Auditor
    • How You and Your Employees Should Conduct Yourselves During an Audit
    • Standing Up for Your Rights During the Audit
    • Audit Penalties – How to Minimize or Get Them Waived
    • Responsible Party Assessments and Their Impact
    • Audit Assessments – Payment Proposals and Appeals
    • What to Do When the Audit is OverBONUS:
      1. PDF copy of the presentation handout for your future reference.
      2. Soft copy of the certificate of completion on request.
      3. Q&A Session with the Presenter: Get your pressing questions answered verbally, via chat or email.

Who is this course for

Everybody benefits from watching this. Even better when done as a group!

    • Payroll Manager
    • HR Manager
    • Finance Manager
    • Compliance Officer
    • Tax Manager
    • CFO (Chief Financial Officer)
    • Audit Manager
    • Business Owner
    • Controller

Everybody benefits from watching this. Even better when done as a group!

    • Payroll Manager
    • HR Manager
    • Finance Manager
    • Compliance Officer
    • Tax Manager
    • CFO (Chief Financial Officer)
    • Audit Manager
    • Business Owner
    • Controller

Instructor Profile

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