Income tax and social security law and the basics of business administration

The course provides you with up-to-date knowledge of wage tax and social security law and prepares you for legally compliant and practical payroll accounting. You will also familiarize yourself with the business management mindset and acquire basic knowledge of accounting, especially in the areas of business objectives, accounting, cost accounting and commercial law. You will also learn how artificial intelligence is used in the profession.
  • Certificates: Certificate "Income tax and social security law"
    Certified Business Administrator" certificate
  • Examination: Praxisbezogene Projektarbeiten mit Abschlusspräsentationen
    Certified Business Administrator
  • Teaching Times: Full-time
    Monday to Friday from 8:30 a.m. to 3:35 p.m. (in weeks with public holidays from 8:30 a.m. to 5:10 p.m.)
  • Language of Instruction: German
  • Duration: 6 Weeks

Income tax and social security law

Social Security Law and Payroll Calculation Principles (Full-time: approx. 2 days / Part-time: approx. 4 days) 

Social Security Coverage and Exemptions

Types of Insurance and Contribution Structure 

Current Calculation Parameters: Contribution Assessment Ceilings and Contribution Rates

Accrual and Due Date Principles


Digital Reporting and Retrieval System (Full-time: approx. 0.5 days / Part-time: approx. 1 day)

DEÜV Reports and Contribution Statements 

ELStAM in Practice: Registration, Retrieval, Changes, and Errors 

Overview of eAU, EEL, and BEA Procedures

Verification Paths, Deadlines, and Common Processing Errors


Basics of Payroll Tax Law (Full-time: approx. 1 day / Part-time: approx. 2 days)

Basics of Payroll Tax Withholding

Income Tax Brackets, Exemptions, Factor Method

Church Tax and Solidarity Surcharge


Components of Pay and Non-Cash Benefits (Full-time: approx. 3 days / Part-time: approx. 6 days)

Elements of Payroll Processing

Recurring compensation

One-time payments and other compensation

Tax-Exempt SFN Allowances

Non-cash benefits and benefits in kind (company car, commuter pass, meal allowances, gift certificates)

Salary Deferrals (bAv, Benefits)

Deductions and Offsets (wage garnishment, VWL, advances, and retroactive adjustments)


Regulations for Certain Groups of People (Full-time: approx. 1 day / Part-time: approx. 2 days)

Mini-job/Midi-job

Transitional workers

Interns/Working Students/Apprentices

Short-term employment 

Multiple employment and selected special cases


Travel Expense Policy (Full-time: approx. 1 day / Part-time: approx. 2 days)

Primary Place of Work and Travel for Work 

Additional meal expenses, travel expenses, lodging expenses

Meal Provision and Deduction Rules 

Domestic and International Scenarios 

Current flat rates and typical practical cases


AI in HR and Payroll (Full-time: approx. 0.5 days / Part-time: approx. 1 day)

Automation of Routine Tasks Using AI Tools 

Ethical and legal aspects of AI use, as well as employee data protection


Project Work (Full-time: approx. 1 day / Part-time: approx. 2 days)

To reinforce what has been learned

Presentation of project results

Fundamentals of business administration and accounting

Fundamentals of Business Administration and Business Processes (approx. 3 days)

Business Management

Corporate Objectives and Conflicting Goals

Structure, Functions, and Business Operations

Basic Business Functions: Procurement, Service Delivery, Sales, Financing, Human Resources, and Administration

Business model, value creation, and the relationship between revenue, costs, profit, and liquidity

AI-supported research, structuring, and processing of business information


Business law and legal basics (approx. 2 days)

Legal forms of companies

Rights and obligations in sales contracts

Basics of liability

Cooperations and company mergers

Insolvency law and signs of crisis


Tax fundamentals in the corporate context (approx. 1 day)

Classification of business tax types

Basics of corporate taxation

The basic principle of value added tax

Importance of taxes for pricing, earnings and liquidity


Fundamentals of External Accounting: Bookkeeping, Balance Sheet, and Income Statement (approx. 6 days)

Tasks and Objectives of External Accounting

Inventory and Fixed Assets

Composition and Structure of a Balance Sheet, Assets/Liabilities

Income Statement and Profit Determination

Receivables/Liabilities

Provisions and Reserves: An Overview

Depreciation and Its Impact on the Annual Financial Statements

Relationship Between Day-to-Day Business Transactions and Financial Statements

Step-by-Step Income Statement

Introduction to the Analysis of the Balance Sheet and Income Statement

AI Support in Accounting-Related Processes, e.g., for Audit Notes and Plausibility Checks


Corporate goals, key figures and business management (approx. 1 day)

Profitability, productivity

Liquidity and profitability

Return on equity and other business ratios

Assessment of the economic situation of a company


Cost and activity accounting in small and medium-sized companies (approx. 3 days)

Tasks and importance of cost and activity accounting

Terms used in cost accounting

Cost type, cost center and cost unit accounting

Price calculation

Basic principles of contribution margin and profitability analysis

Cost accounting for operational control


Project work, certification preparation and certification examination (approx. 4 days)



Changes are possible, the course content is updated regularly.

After the course, you will have in-depth knowledge of current payroll tax and social security law as well as practical knowledge of payroll accounting, the legally compliant classification of employees and the development of efficient HR processes. You will apply current key figures and flat rates with confidence, master the reporting and call-off system and implement non-cash benefits, salary conversions, deductions and offsetting in a practical manner. You will also be able to correctly assess travel expense cases and use AI tools in the HR context in compliance with the law and data protection regulations.

You will also have a basic understanding of business contexts and commercial thinking. You will be familiar with the central areas of accounting, be able to classify operational key figures and understand and process simple business management issues in everyday working life. You will also learn about the sensible and responsible use of artificial intelligence in commercial and administrative work processes.

HR managers, payroll accountants, tax assistants or employees in management positions who would like to familiarize themselves with the current legal situation, as well as HR administrators, commercial employees and interested parties who would like to work in payroll accounting in the future.

Employees with in-depth knowledge of payroll tax and social security law are indispensable in today's working world and are in demand across all sectors at companies of all sizes.

Didactic concept

Your lecturers are highly qualified both professionally and didactically and will teach you from the first to the last day (no self-study system).

You will learn in effective small groups. The courses usually consist of 6 to 25 participants. The general lessons are supplemented by numerous practical exercises in all course modules. The practice phase is an important part of the course, as it is during this time that you process what you have just learned and gain confidence and routine in its application. The final section of the course involves a project, a case study or a final exam.

 

Virtual classroom alfaview®

Lessons take place using modern alfaview® video technology - either from the comfort of your own home or at our premises at Bildungszentrum. The entire course can see each other face-to-face via alfaview®, communicate with each other in lip-sync voice quality and work on joint projects. Of course, you can also see and talk to your connected trainers live at any time and you will be taught by your lecturers in real time for the entire duration of the course. The lessons are not e-learning, but real live face-to-face lessons via video technology.

 

The courses at alfatraining are funded by Agentur für Arbeit and are certified in accordance with the AZAV approval regulation. When submitting a Bildungsgutscheinor Aktivierungs- und Vermittlungsgutschein, the entire course costs are usually covered by your funding body.
Funding is also possible via Europäischen Sozialfonds (ESF), Deutsche Rentenversicherung (DRV) or regional funding programs. As a regular soldier, you have the option of attending further training courses via Berufsförderungsdienst (BFD). Companies can also have their employees qualified via funding from Agentur für Arbeit (Qualifizierungschancengesetz).

We will gladly advise you free of charge.

0800 3456-500 Mon. - Fri. from 8 am to 5 pm
free of charge from all German networks.

Contact

We will gladly advise you free of charge. 0800 3456-500 Mon. - Fri. from 8 am to 5 pm free of charge from all German networks.