YOU ARE BOOKED

You are booked. Now pull the payroll detail.

The overtime deduction lives or dies on whether your pay runs can show the premium portion separately, so the useful preparation is the payroll side rather than a speech about the business. Steven Palmieri reads whatever arrives before the call, which turns twenty minutes into answers instead of him asking you what your system does. Send what you can lay hands on, and say so plainly where something does not exist yet.

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What to send ahead

  • Last year's business return, and your personal one if the two are connected
  • A sample pay run or stub showing how overtime hours and rates are coded
  • The payroll product you use, and whether anybody has configured qualified overtime in it
  • How many people you pay overtime, and roughly how heavy a normal week gets
  • Whatever the books look like right now, and read-only access is plenty