Personnel and payroll accountant with tax law

Free of cost

by funding

In this course, you will learn in detail about HR management, administration and payroll accounting as well as the use of artificial intelligence in the workplace. You will also acquire knowledge in the areas of DATEV and SAP HCM. You will also gain an introduction to tax law and tax theory.
  • Certificates: Certificate "Personnel and payroll accountant"
  • Additional Certificates: Certificate "Fundamentals of Human Resources Management"
    DATEV certificate "DATEV user wage and salary"
    Original SAP user certificate
    DATEV training partner certificates of attendance
  • Examination: Practical project work with final presentations
    DATEV user wage and salary
    SAP user certification UC_HCM_for_S4
  • 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: 20 Weeks

Fundamentals of human resources management

Fundamentals of human resources management (approx. 2 days)

Objectives and tasks of operational human resources management

Organization and framework conditions of human resources management

Personnel administration

Personnel information and statistics

Diversity management


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


Personnel administration (approx. 5 days)

Tasks and process structures

Instruments of personnel administration

Information systems

Fundamentals of labor law

Employment contracts

Data protection


Personnel planning/recruitment (approx. 5 days)

Objectives, importance and tasks of personnel planning

Processes and components of personnel planning

Applicant management and requirement profiles

Evaluation of applicant documents

Special features of SMEs

Job interviews/selection process

Hiring new employees


Personnel development (approx. 3 days)

Basic questions of personnel development

Instruments of promotion

Staff appraisal

Development stages and target measurements

Company training and further training

Differentiation between further training and forms of training


Personnel remuneration (approx. 3 days)

Personnel costs

Basics of cost and activity accounting

Forms of remuneration

Basics of payroll accounting

Gross/net wage calculation

Income tax and social security regulations

Payroll accounting


Project work (approx. 2 days)

To consolidate the content learned

Presentation of the project results

Wages and salaries with DATEV

Legal framework for payroll accounting (full-time approx. 3 days/part-time approx. 6 days)

Introduction to labor law

Social security law: obligation to pay social security contributions, pay-as-you-go obligation, reporting system, obligation to keep records

Wage tax law: tax deduction features, tax recording and reporting obligations

Meaning of wage types


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


Creation of employees and clients in DATEV (full-time approx. 5 days/part-time approx. 10 days)

Client creation in DATEV

Save and import clients

Recording social security and tax law specifics, other client master data

Creation of different employee types

Dealing with the digital personnel file

Special features (e.g. trainees, part-time employees, managing directors, etc.)

Social security key

Leavers


Payments and deductions in DATEV (full-time approx. 4 days/part-time approx. 8 days)

Salary and time wage

Special wage types: piecework and premium wages

Surcharges

Staff discounts

One-off payments (e.g. Christmas and vacation bonuses)

Travel allowances

Continued payment of wages in the event of illness

Payment of wages (payment of wages on public holidays)

Garnishment

Benefits in kind and non-cash benefits

Company car

Travel expenses and expense reimbursements Movement data

Maternity protection and maternity pay

Company pension scheme


Payroll accounting and monthly closing with DATEV (full-time approx. 3 days/part-time approx. 6 days)

Calendar entry

Entry and exit management

Payroll accounting and monthly closing

Reporting and certification

Payroll tax registration

Sending data

Repeat and recalculations

Transfer of payroll postings to financial accounting

Year-end closing work


Digital cooperation between tax consultants and companies (full-time approx. 2 days/part-time approx. 4 days)


Project work, certification preparation (via the DATEV Students online platform) and certification exam "DATEV User Wages and Salaries" (full-time approx. 3 days/part-time approx. 6 days)

Human Resources Management (HCM) user with additional qualification in Financial Accounting (FI) with SAP®ERP 6.0

S4H00 SAP S/4HANA Overview (approx. 4 days)

Overview of SAP S/4HANA

Navigation, SAP Fiori, SAP Business Client, SAP Logon

System-wide concepts with organizational units, master data and transactions

Overview of financial accounting and logistics modules, mapping of the respective processes in SAP

Reporting, system structure and migration

SAP service offerings


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


S4F10 Business processes in financial accounting (approx. 8 days)

Overview of financial accounting

General ledger accounting, accounts payable accounting, accounts receivable accounting, asset accounting and bank accounting

Closing operations in general ledger accounting


SAP HR SAP ERP HCM - Overview (approx. 3 days)

SAP navigation

Structures in Human Capital Management

Employee information

Personnel development

Remuneration

HR Renewal

Analyses


HR050 Business processes in SAP ERP HCM (approx. 7 days)

Basics of SAP Human Capital Management

Structures in Human Capital Management

Personnel administration

SAP E-Recruiting

Employer benefits

Time management

Introduction to payroll accounting

Personnel development

HR Renewal

SAP Learning and Development

Performance management and talent management

Enterprise Compensation Management

End-user self-services

Analytics


HR110 Payroll accounting business processes (approx. 3 days)

Basics of payroll accounting

Working with employee master data

Exploring the payroll process

Payroll scenarios

Troubleshooting in payroll accounting

Follow-up activities in payroll accounting

Additional resources


HR505 Organizational Management (approx. 5 days)

Organizational Management: Structures

Organizational Management: Concepts

Organization and staffing: Framework

Expert mode in organizational management

Simple maintenance in organizational management

General structures and matrix organizations

Integration in organizational management

Self-services in organizational management

Data model extensions in organizational management

Hierarchy framework in Organizational Management

Evaluations and reports in Organizational Management

Case study: Setting up the organizational structure


HR580 Analytics and reporting in HCM (approx. 5 days)

Reporting in Human Capital Management (HCM)

Manager Self-Services

SAP standard reports

Logical databases and InfoSets

Ad-hoc query

SAP Query

Payroll and time management infotypes

Analytical reporting for HCM


Project work/case study, certification preparation and SAP user certification in human resources management (approx. 5 days)

Tax law and business taxation with DATEV

Introduction to taxation (approx. 0.5 days)

Classification of taxes

Tax laws

Implementing regulations

Administrative instructions

Working with tax laws


Tax Code (approx. 2 days)

Basics of the tax code

Legal bases of the AO

Responsibility of the tax offices

Definition and notification of administrative acts

Deadlines and dates

Tax obligations, taxpayers

Accounting, record-keeping and tax declaration obligations

Tax returns, tax assessment, tax assessment

Legal remedies

Objection


Valuation law (approx. 1 day)

Basics of the valuation law

Standard valuation

Needs assessment

Material value method

Comparative value method

Income capitalization approach


Artificial intelligence (AI) in the work process

Presentation of specific AI technologies

and possible applications in the professional environment


Recording and calculating income tax with DATEV (approx. 5 days)

Income tax basics

Legal bases of income tax

Personal tax liability

Material tax liability

Determination of taxable income

Income tax return forms and attachments in DATEV

Understanding the DATEV income tax program structure

Creating a new client in DATEV Income Tax


Separate and uniform assessment (approx. 0.5 days)

Basics of separate and uniform assessment

Forms and attachments of the P&L in DATEV


Recording and calculating corporate income tax with DATEV (approx. 3 days)

Corporate income tax basics

Legal bases of corporation tax

Corporate tax liability

Determination of taxable income

Forms and attachments for corporate tax returns in DATEV

Understanding the DATEV corporation tax program structure

Fiscal processes Workflows for the preparation of annual financial statements with DATEV

Transferring data from the annual financial statements to corporation tax


Income tax (approx. 1 day)

Payroll tax basics

Definitions of terms

Wage tax deduction

Wage tax classes

Flat-rate wage tax

Wage tax registration


Trade tax (approx. 2 days)

Basics of trade tax

Legal bases of trade tax

Administration of trade tax

Trade tax liability

Taxation bases

Calculation of trade tax

Forms and attachments for the trade tax return in DATEV

Understanding the DATEV trade tax program structure


Value added tax (approx. 3 days)

Basics of value added tax

Legal sources of VAT

Taxable services

Exchange of services

Intra-Community acquisition

Taxable import

Tax exemptions

Place of supply

Basis of assessment

Tax rates, invoices, input tax deduction

Tax liability and tax debtors

Advance VAT return and advance VAT payment

Tax calculation

Application for permanent extension

Small business taxation

Forms and attachments for the VAT return in DATEV

Understanding the DATEV sales tax program structure


Project work (approx. 2 days)

To consolidate the content learned

Presentation of the project results



Changes are possible. The course content is updated regularly.

You are familiar with the core areas of human resources management and can apply these in a practice-oriented manner. You will also have knowledge of the basic processes of payroll accounting, payroll accounting and the DATEV software. You will also be able to apply HR processes in the SAP system and round off your professional profile with SAP user certification.

The course also offers you a systematic introduction to tax law and business taxation. You will acquire in-depth knowledge of company-related taxation and the legal foundations. Everything is considered in a practical way and in the context of the overall business management of a company and explained using the DATEV software.

The course is aimed at all persons who wish to acquire or refresh their knowledge of human resources management in order to subsequently work in the field as a user or administrator.

Employees with a sound basic knowledge of human resources are indispensable in today's working world and are in demand in companies of all sizes across all industries.

In addition, companies today rely on employees who are very familiar with the current, often confusing and complicated tax law.

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.