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 Duration 14 hours

Course Outline

Payroll Fundamentals and Deduction Mechanisms

  • An introduction to payroll administration and its governing legal framework in Mexico
  • Distinct income categories: regular, exceptional, and fluctuating compensation
  • Statutory and discretionary deductions (including ISR, IMSS, INFONAVIT, and employee loans)
  • Classification of staff and various employment contracts
  • The role of the salary base and its impact on payroll processing

Aggregating Salaries, Earnings, and Deductions

  • Calculating the Integrated Daily Salary (SDI) for IMSS purposes
  • Consolidating fixed and variable compensation components
  • Processing bonuses, leave pay, and overtime earnings
  • Configuring and administering various income and deduction parameters within the system

Operationalizing Payroll in CONTPAQi Payroll

  • A comprehensive look at the CONTPAQi Nóminas interface and functional modules
  • Establishing and configuring corporate entities and employee records
  • Defining payroll cycles, specific concepts, and system parameters
  • Executing and verifying payroll computations
  • Generating payslips and issuing electronic CFDI files

Ensuring Legal and Tax Compliance in Payroll

  • A review of Mexican payroll legislation and mandatory obligations
  • Synchronization with IMSS, SAT, and INFONAVIT platforms
  • Structure of CFDI 4.0 payroll documents and the digital signing procedure
  • Creation of financial and accounting documentation
  • Identifying frequent compliance pitfalls and strategies for avoidance

Recap and Future Directions

  • Consolidation of essential payroll and compliance knowledge
  • Best practices for continuous system updates and maintenance
  • Advice for further professional development and certification

Requirements

  • A foundational grasp of human resources or payroll workflows
  • Knowledge of the Mexican labor and tax landscape
  • No previous familiarity with CONTPAQi is necessary

Intended Participants

  • Payroll managers and HR specialists
  • Tax compliance officers and accountants
  • Finance team members overseeing payroll reporting and administration

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