Date: September 18th , 2026

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 90 Minutes

Description:

Are you prepared for the 2026 updates to IRS Form 941? Mistakes in payroll tax reporting can result in costly penalties and unwanted IRS notices. With continuous changes in federal requirements, even experienced payroll professionals may struggle to reconcile Form 941 and Schedule B correctly.

This course is your essential guide to staying compliant and penalty-free in 2026. Through an engaging, practical approach, we provide a comprehensive line-by-line breakdown of Form 941 for 2026 and the accompanying Schedule B, highlighting what’s new and what requires your full attention.

You’ll gain critical clarity on:

• Deposit Deadlines: Understand exact timing requirements for federal tax deposits to avoid failure-to-pay penalties.

• Third-Party Sick Pay: Learn proper reporting methods for sick pay handled through third-party payers

• W-2 Alignment: Master strategies to perfectly align your Form 941 totals with W-2 wage reporting, preventing reconciliation issues

• Form 941-X Corrections: Discover when and how to correct filing mistakes using Form 941-X, ensuring your records remain accurate and audit-ready

Whether you’re a payroll manager, tax preparer, or business owner handling payroll responsibilities, this course equips you with the knowledge to navigate Form 941 confidently. Don’t wait for an IRS notice invest in your compliance expertise now and protect your practice from costly payroll tax errors.

Topics Covered:

• Form 941 Line-by-Line Breakdown: Walk through each line of Form 941 with detailed explanations of wages reported, taxes calculated, and credits applied for accurate quarterly payroll tax reporting.
• Schedule B Accuracy Essentials: Master the requirements for completing Schedule B (Report of Defined Contribution Plan Entries) to ensure accurate reporting of employee compensation and tax liabilities by pay date.
• Reconcile Form 941 with Form W-2: Learn systematic methods to verify that Form 941 totals match Form W-2 wage and tax reporting, preventing common reconciliation discrepancies that trigger IRS notices.
• Handle Common Filing Errors: Identify frequent payroll tax filing mistakes—including deposit timing errors, wage calculation mistakes, and credit misapplications—and understand how to prevent them.
• Correct Returns with Form 941-X: Understand when and how to use Form 941-X to correct previously filed Form 941 returns, including proper adjustment calculations and timing requirements to avoid additional penalties.

Learning Objectives

• Complete the Form 941 Line by Line: Review the correct completion of each line on the Form 941, including wages, taxes, adjustments, and credits, ensuring accurate quarterly employer tax reporting.
• Identify IRS Requirements for Schedule B: Understand IRS requirements for preparing and reconciling Schedule B (Report of Defined Contribution Plan Entries), including pay date reporting and alignment with Form 941 totals.
• Analyze Form 941-X Correction Procedures: Determine when and how to properly use Form 941-X to correct previously filed Form 941 returns, including adjustment calculations, timing rules, and documentation requirements.
• Explain IRS and SSA Reconciliation Requirements: Clarify reconciliation needs between Form 941 and Form W-2 under IRS and Social Security Administration guidelines to prevent mismatches that trigger audit inquiries.
• Differentiate Reporting for Tips, Sick Pay, and Group Life Insurance: Understand distinct reporting requirements for tips (included and excluded), third-party sick pay, and group-term life insurance coverage, including how each affects taxable wages and tax calculations.

Credits and Other information:

• Recommended CPE credit – 1.5
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement: Yes
• Session Duration: 90 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

This comprehensive session is designed to equip you with the knowledge and tools necessary to manage audits confidently, protect your clients, and ensure they’re in the best position possible throughout the audit process. Don’t miss out on this opportunity to learn from one of the top experts in the field!

About Our Speaker:

Debbie Cash, CPP

Debbie is a Manager of TLM Implementation at G&A Partners. G&A Partners is a Professional Employer Organization (PEO) that offers payroll, human resources, benefits management, risk management, and accounting services for businesses. G&A Partners acquired Employer Advantage LLC (PEO) in February 2022. Debbie began working for the organization in 2006 as a Payroll Tax Specialist and Time and Attendance Specialist. She was promoted to Time/Labor Manager in 2021.

Debbie earned an Associates Degree in Accounting from MSSU in 1985 and a Bachelors Degree in General Business from MSSU in 2006. She obtained her Certified Payroll Professional Certification in October 2006. She has 30+ years of experience processing payroll and payroll taxes for various different companies and professions.