Don't Let Year-End Overtime Become a Crisis!
Qualified Overtime is a new required W2 field. This session will review: proper overtime entry in USPS, how QOT is calculated, available reports for balancing and verification, and tips for identifying and resolving issues before year-end.

The second portion will immediately follow: Municipal Tax Setup Audit: Roundtable & Open Lab
SWOCA will provide a brief overview of the key Municipal Tax Payroll Item Configuration fields and explain what they mean. The remainder of the session will be an open discussion where districts can share knowledge and best practices. Please come prepared! If you have a primary municipality (or municipalities) that you know are set up correctly, bring the setup details with you. If your district has a relationship with a primary municipality, now is a great time to verify that your setup is accurate and gather information to share with the group. **SWOCA does not maintain municipality-specific tax setup information, so we'll be relying on participants to share their experiences and expertise. The more information everyone brings, the more valuable the discussion will be for all.

This is the perfect time to balance your overtime entries and audit your municipal tax setups before the busy end of year season hits – be prepared for CYend and the start of 2027!