Owner pay and payroll Workbooks

Connect actual services, payroll records and owner payments. Use the compensation reviewer and payroll provider for different assignments, and retain evidence of what was processed.

• S corp officer duties inventory Workbook

  Role performed, Time allocation, Pay period

• Owner salary market comparison Workbook

  Comparable role, Compensation source, Adjustment rationale

• Part time owner pay review Workbook

  Work schedule, Responsibilities, Current wages

• Multiple officer payroll review Workbook

  Officer role, Separate duties, Wages by officer

• Owner bonus planning packet Workbook

  Bonus proposal, Cash available, Payroll processing date

• Year end officer wage reconciliation Workbook

  Payroll register, W-2 draft, Book wage balance

• Owner distribution versus wages comparison Workbook

  Distribution total, Wage total, Compensation review status

• Owner health premium payroll handoff Workbook

  Premium paid, Coverage period, Payroll entry status

• Shareholder benefit payroll review Workbook

  Benefit description, Recipient ownership, Reporting question

• Payroll provider transition checklist Workbook

  Last old payroll, First new payroll, Year to date transfer

• New employee payroll setup Workbook

  Start date, Work location, Provider task owner

• Terminated employee payroll closeout Workbook

  Last service date, Final payroll reference, Benefit cutoff

• Payroll tax deposit trace Workbook

  Payroll period, Deposit confirmation, Ledger posting

• Payroll amended form handoff Workbook

  Original payroll filing, Correction reason, Provider confirmation

• Employee reimbursement payroll separation Workbook

  Expense claim, Reimbursement method, Payroll code

• Owner payroll cash forecast Workbook

  Planned payroll run, Cash reserve, Other obligations

• Multi entity owner wages review Workbook

  Employing entity, Duties by entity, Wage allocation record

• Family employee duties file Workbook

  Actual job duties, Hours record, Pay evidence

• Payroll notice reconciliation Workbook

  Notice period, Filed payroll return, Deposit evidence

• Annual compensation decision memo Workbook

  Facts reviewed, Chosen compensation, Review date

Browse all workbook topics · Review AE’s service scope