Home » Uncategorized » Page 4

Category: Uncategorized

September 2023 Dates

SEPTEMBER Calendar

September is Friendship Month and Football Season Starts!

Also, it is a good time to encourage flu shots and seasonal vaccinations.

PTO Check – Remind employees to check PTO balances before Q4

Watch for MLR rebates (fully insured health plans only)

 

September 4 Labor Day
September 4-9 National Payroll Week
September 16-October 3 Oktoberfest
September 23 First Day of Fall
September 26 HR Professionals Day 
September 29 SAR -Furnish to covered participants for calendar year plans deadline for 2022
September 30 Summary Annual Report
September 30 End of Q3

August 2023 Dates

August CALENDAR

August 9 Book Lovers Day

*CHECK our Social media for our favorites
August 20 Senior Citizens Day
August 26 Women’s Equality Day
August 30 Lend a Hand Wednesday

*CHECK our Social media for IDEAS
August 30 I-9 forms for all employees updated

DHS Ends Form I-9 Requirement Flexibility

 

COVID-19 temporary flexibilities for Form I-9, Employment Eligibility Verification, ended on July 31, 2023.

U.S. Immigration and Customs Enforcement (ICE) also announced that employers must complete in-person physical inspection of identity and employment authorization documents for employees whose documents were inspected remotely (or virtually) during the temporary COVID-19 flexibilities program (from March 20, 2020-July 31, 2023) by August 30, 2023.

Employers need to annotate the Form I-9 for this population. Note, this will take significant efforts to update and/or correct your Form I-9 by the deadline. Failure to complete these actions could result in significant monetary and other penalties.

Additionally, if remote employees’ documents cannot be viewed in person, the employer must be enrolled in E-Verify. Please review and include important content from https://www.uscis.gov/newsroom/alerts/uscis-to-publish-revised-form-i-9.

Click here for the Expanded Best Practices Checklist.

Keep watching for the release of a new version of the Form I-9, release date currently unknown.

See USCIS’s I-9 Central Questions and Answers for more information. However,, scores of potential questions could emerge based on your unique circumstances, feel free to reach out to us for guidance.

If you have questions about the details of this, please reach out to us here for clarification.

July 2023 Dates

JULY CALENDAR

July is Family Reunion Month & UV Safety Month.
Compliance Check – Employee and benefits notices and compliance procedures.
July 1 International Joke Day
July 4  Independence Day
July 13  National French Fries Day (*Check out our social media to VOTE for your favorite fries today)
July 31  Forms 5500 and 5558 Filing Deadline (for calendar year plans)

Quarterly Forms 720 and  941 Due

Compliance Check – Employee and benefits notices and compliance procedures  

Due August 30, 2023: I-9 Form updates Best Practices Checklist

  • Create a clear employee roster
  • Compare the roster to all existing I-9s
    • Delineate employees hired after March 20, 2020 whose documents were inspected remotely
    • Make an action plan to inspect employee’s original documents in-person before August 30
    • Correct unrelated errors/omissions on employees’ Form Ii-9s following USCIS guidelines
  • Original documents are required (with rare exceptions for printed I-94s and other outliers) and must be presented in-person by the employee
  • Update the Form I-9 in Section 2 or Section 3 (for re-verification) 
  • If remote employees work far from employer worksites, employers may use an authorized representative to review the documents in-person on behalf of the employer and update the Form I-9
  • If the employer representative who remotely reviewed the original I-9 documents is not available to perform the in-person review of original documents, a different representative can:
    • Annotate the “Additional Information” box, on page 2 of the I-9, OR
    • Complete a new Form I-9 Section 2 and attach it to the prior remotely inspected Form I-9
  • If the employee has since separated from employment, simply annotate in their Form I-9 “Additional Information” box, including the date of separation
  • Remotely inspected documents that have since expired can still be reviewed in-person (i.e., US passport, green card, driver’s license or state ID) and new documents should not be requested
    • Employers must not rely on a now expired document that would have required re-verification to prove ongoing work authorization (i.e., EAD or I-94)
    • The employee will need to present a valid List A or List C work authorization document at the time of physical inspection
  • An employee who was run through the E-Verify process when they were hired under the I-9 COVID-19 flexibilities provisions will still require the standard in-person inspection of original documents outlined above, but employers should not create a new E-Verify case nor update the employee’s existing E-Verify case relating to the physical inspection of their documents

Download Checklist here: Best Practices Checklist (abbreviated)

 

June 2023 Dates

JUNE CALENDAR

June is LGBTQ Pride Month, National Safety Month, & National Great Outdoors Month.
Mid-Year Benefits Review – Remind employees to take advantage of any eligible voluntary benefits.
Mid-July TBD  EEO-1 Data Collection Begins *(This date has not yet been set.)
June 1 Submit your health plan’s annual prescription drug data collection report to CMS
June 12-18 International Men’s Health Week
June 14  Flag Day
June 19  Juneteenth
June 18  Father’s Day
June 21  First Day of Summer
June 23 PWFA (Pregnant Workers Fairness Act) Effective
June 26 to July 1  The Hajj
June 28 to July 2  Eid al-Adha
June 30  End of Q2

May 2023 Dates

MAY CALENDAR

May is Global Employee Health and Fitness Month.

May 1 File Form 941, Employer’s Quarterly Federal Tax Return
May 6-12 Nurses Week
May 7-13  Public Service Recognition Week
May 8-12  Teacher Appreciation Week
May 14-20  National Women’s Health Week
May 14  Mother’s Day
May 14-20  National Police Week
May 15  Non-Profit Tax Returns Deadline, including Form 990
May 15  National Chocolate Chip Day 
May 19  Bike to Work Day
May 21-27  National EMS Emergency Medical Services Week
May 23 *National Lucky Penny Day
May 29  Memorial Day
June 1 Submit your health plan’s prescription drug data collection report to CMS

April 2023 Dates

APRIL CALENDAR

April is National Financial Literacy and National Humor month.

If you are unsure how to navigate these deadlines and communicate with your team, HR Synergy is happy to help you.

Click here to contact us.

TBD EEO-1 Data Collection Begins *(This date has not yet been set.)
March 22-April 21  Ramadan
April 1 April Fool’s Day
April 2 Autism Awareness Day
April 5-13 Passover
April 7  World Health Day
April 9 Easter
April 15 Forms 7004 and 8928 Filing Deadline
April 15-21 National Volunteer Week
April 18 Tax Day
April 21-22  Eid al-Fitr
April 22 Earth Day
April 26  Administrative Professionals Day
April 30  Quarterly Forms 720 and  941 Due

Can remove OSHA Form 300A (on or after 4/30)

 

March 2023 Dates

MARCH CALENDAR

March is National Women’s History Month & National Ethics Awareness Month.

If you are unsure how to navigate these deadlines and communicate with your team, HR Synergy is happy to help you.

Click here to contact us.

March 1 HIPAA Breach Notification

Form 8809 (paper) and M-1 Filing Deadline 
March 2 CMS Creditable Coverage Disclosure   

OSHA Form 300A Due

Forms 1095-B and 1095-C Furnished to Employees 
March 3 Employee Appreciation Day
March 8 International Women’s Day
March 12 Daylight Saving Time Begins
March 14 Pi Day
March 17 St. Patrick’s Day
March 20 1st Day of Spring
March 21 World Down Syndrome Day
March 30 Baseball Season Starts
March 31 Forms 1095-B, 1095-C, and 8809 E-Filing Deadline

End of Q1

February 2023 Dates

FEBRUARY CALENDAR

February is Black History Month.

New W-4 2023 here: https://www.irs.gov/pub/irs-pdf/fw4.pdf 

*Employers that file 250 or more information returns with the IRS must file the returns electronically.

If you are unsure how to navigate these deadlines and communicate with your team, HR Synergy is happy to help you.

Click here to contact us.

February 1 Post OSHA Form 300A Summary through April 30

 

Form 1099-NEC to both the IRS and to recipients

 

IRS Form 1099-NEC: Report non-employee compensation on Form 1099-NEC instead of Form 1099-MISC (beginning with the 2020 tax year).
February 2  Groundhog Day
February 8  Due Date for Form 1099-MISC with only box 8 & 10 to be sent to the recipient
February 10 Annual Form 940 Due (If quarterly FUTA taxes were paid when due)
February 20  Presidents’ Day
February 21  Mardi Gras
February 28  Deadline to file ACA Forms 1094-C, 1095-B, 1095-C, 1099-MISC without NEC to IRS (If paper filing)

 

(January 31 1095 forms delivered to employees, March 2 proposed automatic extension)

 

Form 8809 Paper filing with IRS*

 

(IRS Form 8809: Request an extension of the due date to file federal tax forms including the W-2, W-2G, 1042-S, and 1094-C.)
March 31 Electronic filing with IRS

January 2023 Dates

January is National Mentor Month.

Employers & Employees verify your personal information for W-2 purposes.

Be on the look-out for your W-2.

*If you use Bamboo HR for payroll, you have direct access to W-2’s.

Check for poster updates in any of the states where you conduct business.

New W-4 2023 here: https://www.irs.gov/pub/irs-pdf/fw4.pdf 

January 1 New Year’s Day
January 2 New Year’s Day observed
January 16 Martin Luther King Jr. Day
January 28 National Puzzle Day

*Crossword submission due
January 98 Data Privacy Day
January 31 Forms W-2 & 1099 Distribution and Filing Deadlines (paper and e-file)
January 31 Quarterly Forms 720 and 941 Due
January 31 Annual Form 940 Due (if quarterly FUTA taxes were not paid when due)