Implementation Voice Training Simplified

In line with the Easy and Effortless program, we would like to give our learners the same experience throughout training. We would like to ask for your input as to which topics from the Payroll and Tax Fundamentals do you commonly encounter in your role.

Instructions: Please input your response by selecting the correct button based on the frequency of client concerns that you encounter related to the corresponding topic.
Name (optional): 


  1. Form of Business
    (Sole Proprietorship, S-Corp, 1040 SE, ES Forms, etc.)
    Rarely
    Often
    Always


  1. Preparing to do Business
    (How to start a new business: Requirements etc.)
    Rarely
    Often
    Always


  1. Tax Concepts
    (Types of Taxes: Business Tax, Excise Tax etc.)

    Rarely
    Often
    Always


  1. Employee Classifications
    (Types of employees: Statutory, Non-Statutory etc.)

    Rarely
    Often
    Always


  1. Hiring an Employee
    (Employment Eligibility, Requirements etc.)

    Rarely
    Often
    Always


  1. Pay Frequencies and Rates
    Rarely
    Often
    Always


  1. Fair Labor Standards Act
    (Overtime Pay, Minimum wage, etc.)

    Rarely
    Often
    Always


  1. Gross Pay
    (Calculation, Inclusions, etc.)

    Rarely
    Often
    Always


  1. Deductions and Taxes
    (Pre-Tax, Post-Tax Deductions etc.)

    Rarely
    Often
    Always


  1. Net Pay and Other Types of Payroll
    (Calculation etc.)

    Rarely
    Often
    Always


  1. Fringe Benefits
    (Types of Fringe Benefits, General Exclusions etc.)

    Rarely
    Often
    Always


  1. Owners Paychecks (Draws, Schedule K-1, etc.)
    Rarely
    Often
    Always


  1. Payroll Reports
    Rarely
    Often
    Always


  1. Tax Deposits (Frequencies, Monthly, Semi-Weekly, Exceptions, Penalties, etc.)
    Rarely
    Often
    Always


  1. Payroll Tax Filings (Schedules, Form 941, 940, 944, W-2, etc.)
    Rarely
    Often
    Always


  1. Paid Time Off
    Rarely
    Often
    Always


  1. Special Types of Businesses
    (Restaurants, Churches, Tips etc.)

    Rarely
    Often
    Always


  1. Accounting
    (General Ledger, Financial Transactions Tracking etc.)

    Rarely
    Often
    Always


  1. Recordkeeping
    (Requirements, Timeframe etc.)

    Rarely
    Often
    Always





Marvicci Mendoza
Metro Manila