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 Duration 14 hours

Course Outline

Fundamentals of Payroll and Deductions

  • Overview of payroll management and its regulatory context in Mexico
  • Categories of income: regular, exceptional, and variable compensation
  • Mandatory and optional deductions (ISR, IMSS, INFONAVIT, loans, etc.)
  • Employee categorization and types of employment contracts
  • The concept of salary base and its role in payroll processing

Compounding Salary, Income, and Deductions

  • Integrated Daily Salary (SDI) and its computation for IMSS purposes
  • Aggregation of fixed and variable pay components
  • Management of bonuses, vacation pay, and overtime compensation
  • Configuring and administering various income and deduction parameters within the system

Managing Payroll in CONTPAQi

  • Walkthrough of the CONTPAQi Nóminas interface and functional modules
  • Setup and configuration of company profiles and employee records
  • Establishing payroll periods, specific concepts, and system parameters
  • Execution and validation of payroll calculations
  • Generation of payslips and electronic CFDI files

Legal and Tax Compliance in Payroll

  • Summary of Mexican payroll legislation and statutory obligations
  • Interoperability with IMSS, SAT, and INFONAVIT systems
  • CFDI 4.0 payroll structure and the digital stamping procedure
  • Creation of fiscal and accounting reports
  • Identification of common compliance pitfalls and preventive strategies

Recap and Future Actions

  • Consolidation of critical payroll and compliance principles
  • Best practices for system maintenance and continuous updates
  • Suggestions for ongoing professional development and certification

Requirements

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

Target Audience

  • Payroll administrators and HR experts
  • Accountants and tax compliance specialists
  • Finance personnel involved in payroll oversight and reporting

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