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checklist para fechamento de folha de pagamento

Preparing Payroll Data

Gather Employee Information

Ensure all employee details are up to date, including personal information, salary changes, and employment status.

Verify any new hires, terminations, or changes in employee status.

Review and update employee tax withholding information.

Calculate Wages and Deductions

Calculate regular and overtime wages for each employee based on their salary and working hours.

Consider any applicable deductions such as taxes, insurance premiums, retirement contributions, and loan repayments.

Validate the accuracy of calculations to avoid any discrepancies.

Reviewing Payroll Documents

Review Timecards and Attendance Records

Verify the accuracy of recorded working hours for each employee.

Confirm any leave or absence requests and ensure they are correctly reflected in the payroll.

Validate Benefit Contributions

Check employee benefit deductions, such as health insurance or retirement plans, to ensure they are accurately applied.

Review any changes in benefit plans or employee contributions.

Verify Payroll Taxes

Ensure accurate tax calculations and withholdings based on current tax laws.

Confirm the proper filing of payroll taxes with relevant authorities.

Processing Payroll

Prepare Payroll Register

Summarize the payroll data for all employees, including wages, deductions, and net pay.

Organize the data in a format suitable for record-keeping and future reference.

Generate Payroll Reports

Create detailed reports, including payroll summaries, tax reports, and benefit contribution statements.

Review the reports for any discrepancies and address them promptly.

Disburse Employee Payments

Arrange for timely payments to employees through direct deposit, physical checks, or other designated methods.

Maintain proper documentation of payment records.

Post-Payroll Activities

Reconcile Payroll Accounts

Verify that payroll expenses, tax liabilities, and benefit contributions reconcile with the general ledger.

Investigate and resolve any discrepancies or variances.

File Payroll Documents

Store and maintain all payroll documents, including timecards, tax forms, and payroll registers, for the required period.

Follow legal and regulatory requirements for document retention.

Communicate with Employees

Provide employees with pay stubs or electronic statements detailing their wages, deductions, and benefits.

Address any payroll-related inquiries or concerns from employees.

Note: This checklist serves as a general guideline and may require customization based on specific insurance organization policies, payroll software used, and applicable laws and regulations.

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