Are you ready for the 2025 updates to IRS Form 941? With evolving federal requirements, even experienced payroll professionals can face challenges when reconciling Form 941 and Schedule B accurately. Errors in payroll tax reporting can lead to costly penalties, compliance issues, and time-consuming IRS notices.
This CE course provides a clear, comprehensive guide to the 2025 version of Form 941 and its accompanying Schedule B. You’ll receive a step-by-step, line-by-line walkthrough of each section—highlighting updates, common pitfalls, and best practices. We’ll also cover how to ensure consistency between Form 941 and Forms W-2, avoid frequent filing mistakes, and correctly use Form 941-X to make timely corrections.
Whether you’re managing payroll for a small organization or supporting a large team, this course will equip you with the knowledge and tools to stay compliant, accurate, and audit-ready throughout the year.
Topics Covered:
Detailed Line-by-Line Review of 2025 Form 941
Schedule B Filing Accuracy and Best Practices
Reconciliation of Forms 941 and W-2
Identifying and Fixing Common Payroll Tax Filing Errors
Proper Use of Form 941-X for Corrections
Learning Objectives
Discuss the correct completion of the 2025 Form 941 line by line.
Identify IRS requirements for preparing and reconciling Schedule B.
Analyze when and how to use Form 941-X for corrections.
Explain reconciliation needs under IRS and SSA guidelines.
Differentiate reporting steps for tips, sick pay, and group life.
Credits and Other information:
Recommended CPE credit – 1.5
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Update
Location: Virtual/Online
Delivery method: Group Internet Based
Attendance Requirement: Yes
Session Duration: 90 minutes
Who Will Benefit:
Chief Executive Officer
Chief Operating Officer
VP of Human Resources
Chief Learning Officer
Payroll Professional
Operations Manager
Payroll Professionals
Team Leader
Human Resources Professional
Talent Management Professional
Gain the confidence and clarity you need to handle Form 941 like a pro—stay ahead of changes, reduce risk, and streamline your payroll tax reporting in 2025.
Burton Financials is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
About Our Speaker
Vicki M. Lambert, CPP
Vicki M. Lambert, CPP, is president and academic director of The Payroll Advisor™ a firm specializing in training payroll professionals. With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States that have been attended by executives and professionals from some of the most prestigious firms in business today.
Ms. Lambert has lectured extensively on payroll administration and compliance issues for clients that have included Automatic Data Processing, CCH Incorporated, Ceridian Employer Services, and The Employer Group. Ms. Lambert has also served as a consultant and in-house trainer for businesses such as Sun Microsystems, Paychex, Fox Studios, Disney, County of Riverside, and City of Hesperia.
Ms. Lambert is an adjunct faculty member at Brandman University in Southern California. She is the creator of and the instructor for the Practical Payroll Online program offered through the School of Extended Education. Ms. Lambert currently produces and presents audio seminars and webcasts for clients and business groups throughout the country.
