Overview:
The 2026 year-end payroll cycle brings important reporting considerations for employers and payroll professionals, particularly as new provisions under the One Big Beautiful Bill Act (OBBBA) begin affecting year-end information reporting.
The OBBBA introduced significant tax changes, including provisions affecting qualified tips and qualified overtime compensation. For payroll departments, these changes create new tracking, reconciliation, and reporting considerations for the 2026 Form W-2.
This webinar provides a practical guide to preparing for 2026 year-end W-2 processing. Participants will review key OBBBA-related reporting requirements, Form W-2 reporting on a box-by-box basis, year-end payroll and Form 941 reconciliation, state-specific requirements, deadlines and penalties, and best practices for identifying and correcting errors before W-2s are issued and filed.
Areas Covered in this Training:
· Preparing for 2026 year-end payroll and W-2 processing
· Key OBBBA provisions affecting 2026 W-2 reporting
· New reporting requirements for qualified tips
· New reporting requirements for qualified overtime compensation
· Understanding the distinction between qualified overtime and total overtime wages
· Reviewing the 2026 Form W-2 box-by-box and understanding what belongs in each box
· Important W-2 reporting changes and the latest IRS guidance
· Reviewing the Form W-4 and key considerations for 2026 payroll processing
· Year-end payroll preparation and closing procedures
· Reconciling payroll records with Forms 941 before W-2 preparation
· Identifying and resolving payroll data discrepancies before year-end
· Federal W-2 filing requirements, deadlines, and applicable penalties
· State-specific W-2 reporting requirements and special considerations
· Handling corrections and understanding when Form W-2c may be required
· Payroll system and data-tracking considerations for tips and overtime
· Year-end W-2 processing best practices and compliance checklist
· Common W-2 reporting mistakes and how to avoid them
Why Attend this Training:
Prepare now for the 2026 W-2 reporting cycle and understand how OBBBA changes will affect payroll reporting. This webinar will help participants identify critical year-end issues early, properly report qualified tips and overtime, reconcile payroll and Form 941 information, and avoid common federal and state W-2 errors, penalties, and last-minute corrections.
Designed for both experienced and newer payroll professionals, this session focuses on what should be reviewed and addressed now to help ensure a smooth and accurate year-end process.
Suggested Attendees
· Payroll Professionals and Payroll Managers
· Payroll Administrators and Specialists
· CPAs and Accountants
· Tax Professionals and Tax Preparers
· HR and Human Resources Professionals
· Controllers and Finance Managers
· Bookkeepers
· Business Owners and Employers
· Payroll Service Providers and Consultants
· Professionals responsible for payroll, W-2 preparation, and year-end compliance
Dayna Reum
Dayna is currently the Director of Payroll Operations at Ann & Robert Lurie Children’s Hospital of Chicago. Dayna has been heavily involved in the payroll field for over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures.
Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll. Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments, Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.
SHRM -
Standeagle is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit - portal.shrm.org.
HRCI -
This webinar has been approved for 1.0 HR (General) re-certification credit hours toward California, GPHR, HRBP, HRMP, PHR, and SPHR recertification through the HR Certification Institute.
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for re-certification credit.
ACCREDITATIONS
