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Payroll tax compliance in 2026 is no longer about just "getting the numbers right"—it’s about matching the IRS's increasingly automated detection systems. With the 2026 updates to Form 941, including new aggregate return sections and the transition to mandated electronic payments, even seasoned professionals are at risk of triggering "averaged" FTD penalties.

Join renowned payroll expert Vicki Lambert for a deep dive into the 2026 requirements. This session moves beyond basic instructions to show you exactly how the IRS compares your Schedule B liability against your deposits. We will break down the "lookback period" rules that determine your depositor status and reveal the common manual entry errors that lead to dreaded CP notices. Don't let a simple dating error on Schedule B lead to a 15% penalty on taxes you’ve already paid!

Learning Objectives:

  • Identify the 2026 changes to Form 941, including the new Social Security wage base and Medicare thresholds.
  • Distinguish between Monthly and Semi-Weekly depositor status to ensure the correct forms are attached.
  • Reconcile tax liabilities on Schedule B with actual EFTPS deposits to eliminate mathematical discrepancies.
  • Analyze the "Next Day Deposit" rule ($100,000 threshold) and how it shifts your filing requirements mid-quarter.
  • Implement best practices for electronic filing and the new direct deposit refund process to speed up IRS processing.

Major Topics:

  • The 2026 Form 941 Roadmap: A line-by-line look at what’s stayed, what’s gone, and what’s new (including the $184,500 wage base).
  • The Schedule B "Matching Game": Why the IRS doesn't care when you paid the tax, only when the liability was created.
  • Avoiding the "Averaged" Penalty: How improper Schedule B reporting can cost you 10% or more even if your payments were on time.
  • The $100,000 Next-Day Rule: A survival guide for handling large, unexpected payrolls without triggering notices.
  • Fixing Mistakes: When to use Form 941-X versus making adjustments on your current quarter’s return.
  • 2026 Electronic Mandates: Understanding Executive Order 14247 and how it changes your payment workflow.

Who Will Benefit:

  • Payroll Managers & Administrators
  • CFOs and Controllers
  • Accounting & Bookkeeping Professionals
  • Human Resources Managers
  • Tax Preparers & CPA Professionals
  • Business Owners (especially those transitioning from Monthly to Semi-Weekly depositing)

HRCI Credits | SHRM Credits

  • HRCI : 1.5 | SHRM : 1.5
  • HRCI Credits: 1.5
  • SHRM Credits: 1.5

Pioneer Educator is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please portal.shrm.org.

HR Certification Institute’s® (https://www.hrci.org) official seal confirms that Pioneer Educator meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®.

This Program, has been approved for 1.5  HR (General) recertification credit hours toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

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Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

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Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

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