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 Duration 14 hours (2 days)

Course Outline

Core Payroll Principles and Withholdings

  • Introduction to payroll administration and its regulatory context in Mexico
  • Categories of compensation: standard, exceptional, and variable pay
  • Statutory and discretionary deductions (including ISR, IMSS, INFONAVIT, and loans)
  • Employee categorization and various employment statuses
  • The salary base concept and its impact on payroll processing

Calculating Total Earnings, Income, and Deductions

  • Integrated Daily Salary (SDI) and its computation for IMSS purposes
  • Consolidating fixed and variable compensation components
  • Processing bonuses, vacation pay, and overtime allowances
  • Configuring and overseeing diverse income and deduction types within the system

Operationalizing Payroll in CONTPAQi

  • Navigating the CONTPAQi Nóminas interface and functional modules
  • Establishing and setting up corporate profiles and employee records
  • Defining payroll cycles, concepts, and system parameters
  • Executing and verifying payroll calculations
  • Distributing payslips and generating electronic CFDI documents

Legal and Tax Compliance in Payroll

  • Overview of Mexican payroll laws and associated obligations
  • Integration with IMSS, SAT, and INFONAVIT platforms
  • CFDI 4.0 payroll architecture and the digital stamping procedure
  • Creating fiscal and accounting summaries
  • Identifying common compliance pitfalls and strategies to avoid them

Recap and Future Recommendations

  • Consolidation of key payroll and compliance insights
  • Best practices for continuous system updates and maintenance
  • Suggested pathways for ongoing education and professional certification

Requirements

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

Target Audience

  • Payroll specialists and HR personnel
  • Accountants and tax compliance managers
  • Financial staff overseeing payroll management and reporting duties

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