August 2018 Newsletter Print

President's Notes


Thank you to all of those who brought in school supplies at our July meeting in support of our 1st Annual Stuff the Bus campaign. We will continue to collect supplies through our September meeting. If you are not one who likes to get out amongst the multitudes to shop for supplies, we will also be collecting money so that we can go out and purchase supplies on your behalf. We truly want to stuff a bus with our supplies this year and show our support with assisting children in need with the necessary school supplies for the new school year. Don’t forget, this is an activity that you can get your fellow co-workers or companies to participate in!


We have a great meeting on Payroll Forensics scheduled for August. This is a new presentation that will be offered via webinar with the APA, but we are fortunate enough to have Dallas member Pat Karacostas, CPP offering the presentation to us first.


Education completed the Mastering Payroll series this past month in Addison and are gearing up for the Fundamental course offerings this month. If you plan on sitting for the FPC certification test in the fall, don’t miss out on this opportunity to really dig in and learn the material for the test! For more information, be sure to check the Education Page at .


National Payroll Week is around the corner and we are finalizing our big plans for the September meeting. As announced at the July meeting, we will be offering the first 100 members the opportunity to attend this meeting for FREE. To qualify for the free attendance, you had to be a member of the chapter by July 31st of this year. This is a great meeting to bring your entire payroll staff to as we celebrate National Payroll Week and the Dallas Chapter’s 35th Anniversary. Registration will be opening soon, so keep an eye out for the meeting notice.


We are approaching the time for the annual election of our Board of Directors. If you would like to get more involved with the Chapter, this is a great opportunity for you to help with planning the activities and growth of the Chapter. Be sure to ask questions of any Board member regarding the positions. We would love to have you join us!


Together, we can connect, grow and keep our Chapter strong!

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Community Service

Money Matters National Education

It’s time to gear-up for the annual Money Matters National Education effort. As most of you know Money Matters is an annual event that empowers payroll and finance professionals to educate the upcoming generations of employees on paycheck basics. This financial literacy event was founded by the American Payroll Association and is held annually in conjunction with National Payroll Week.

Money Matters National Education Day Curriculum

The APA teams up with the Council for Economic Educations to create a special Bringing Home the Gold lesson plan for Money Matters National Education Day.

The structured lesson teaches the elements of a paycheck, the amount of taxes expected to be withheld, how taxes are calculated, and various options to receive pay. It is designed for young adults new to the workforce or about to enter the workforce.Each volunteer will receive a copy of the teaching materials after registering.

If you would like to participate by presenting the material to neighboring schools or if you have a school you would like partner with please contact me at [email protected] so we can coordinate the efforts.

“Change for A Change” Campaign – Local Outreach

Change for changePlease continue to fill our silver buckets with your loose change at our montly meetings as we continue our "change for a Change" partnership with Williams Chicken in 2018.  Change collected will be used to purchase coats for less fortunate kids in Dallas.

Future Community Service Efforts

If you have a suggestion for future community service efforts, please email me at [email protected]

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Membership Corner

National Payroll Week – September 6, 2018

We are so excited to announce our NPW Super Bowl Trifecta event. We will be offering free registration for the NPW event for the first 100 members who register. Stay tuned as registration will open soon. We have planned a fantastic event where we will celebrate National Payroll Week, with our guest speaker, Coach Slow, previous assistant coach of the Dallas Cowboys. He will be speaking to us about leadership. He was a coach during the 1992 Super Bowl and will be bringing his Super Bowl Ring for us to see and perhaps even a chance to have your picture made wearing the ring! We will also be celebrating the Dallas Chapter 35th Anniversary, a great milestone. See who’s in the Ring of Honor and we have a special gift for each of you to commemorate this milestone in our chapter’s history. And that’s not all! We will have our “Stuff the Bus” event where we are helping students in need of the Carrollton-Farmers Branch School District. There are great surprises in store, so you don’t want to miss this event. Hint (Dallas Cowboys)

 Thank You! Rapid PayCard

NPW 35 Anniversary combo

July New Members

Please welcome the following new members:

                            Nanda Myrna                  Emme Tech Inc.

                            Iesha Farnatchi               USI Insurance Services

                            Karen McKinney             World Wide Express

Texas Payroll Conference

It’s time to sign up if you are attending TPC in the Woodlands, to volunteer at our chapter booth. Please see the sign-up sheet at the August meeting or reach out to us.




Trisha Lindsay has worked for Whataburger of Mesquite for 34 years. She has been Payroll Manager for 30 of those years. She has taken the position from “sending timesheets to an outside vendor”, to a one-person Payroll done in-house, then bringing on two excellent assistants still completely in-house for 20 restaurants and 900 employees. She has been involved with installation of two payroll systems. The last one was Sage, formerly MAS90, which has been excellent software for the in-house payroll.

She has worked for the franchise of Whataburger which is a family owned organization. She is thankful for the blessing to work for a wonderful Christian family business.

Trisha has always had a passion for math, majoring in math through high school and college. When she was moved into Payroll at Whataburger, she has been totally focused on ensuring employees being paid accurately and timely. It has been an amazing opportunity to serve others around her.

Her only previous employer was John E. Mitchell Company in the 70’s where she worked in several different capacities, the last being inventory, that channeled her into being consumed with numbers. She worked there through high school summers and into her college years until she married and her son and daughter were born. Her kids and grandchildren are her delight. She is active member of Lake Ridge Bible Church, volunteering there and has led, in the past, a ladies ministry for several years.

While raising her family she has continued to make payroll a priority. She has made all but two of the Texas Payroll Conferences.   She makes TPC attendance a high priority to gain the education that is critical to this profession. She, also, feels strongly about not missing the local chapter meetings, Dallas Chapter, and volunteering where she can. Networking with fellow Payroll Practitioners has been an amazing part of her career journey.

After going through a full year of classes and network studying with a close friend, she passed the CPP test and received her certification in 1992. She feels it has been an extremely important step in her career. She, also, encouraged her assistants to study and become certified which she is so proud of each of them. It has been a privilege to be part of this professional organization.

She loves to snow ski. Every year she takes a trip following the madness of W-2 processing.

She enjoys meeting new people and making new friends at the Dallas Payroll luncheons, at her church, and at her work.

Be sure to like us up on Facebook and join our group on LinkedIn!

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If you have any questions or you would like to join our Membership Focus Group, please email us @ [email protected]

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Look Who's Speaking!

August       Speaker: Pat Karacostas, CPP   Topic: Payroll Forensics

September  **National Payroll Week**       Speaker: Coach Slow

October   Speaker: Barbara Youngman, CPP   Topic: Generational Differences

November    Speaker: Paul Gill, CPP     Topic: 50 Shades of Payroll

December      Speaker: Kathy Phillips, CPP    Topic: Judgement

To receive RCH credit for the monthly meetings, you are now required to:

  1. Sign in upon arrival
  2. Complete the electronic survey sent out after the monthly meeting

Surveys will only be available to complete through midnight on the last day of the month in which the meeting was held.


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Eye on Education

The mission of the Education Team is to promote continuing professional training to DAPA membership. To achieve this goal, we enlist experienced and knowledgeable payroll professionals to instruct our classes and encourage student learning.

These upcoming courses will be offered at our LaQuinta Addison or our Grand Prairie location.

  1. Fundamentals of Payroll – this is a four-session series that begins on Saturday August 11th and ends on Saturday September 1st. The class teaches payroll basics for those just starting their career and uses the Payroll Practice Fundamentals book, which is included in the class fee. Students will earn 28 RCH at the completion of the class.
  2.  FPC Fast Track is a one day, 8-hour class on September 8th that will prepare participants for the FPC exam. It is a fast-paced review that includes valuable handouts and other study aids. Students will earn 8 RCH.
  3. CPP Fast Track – is a two-session series that begins Saturday, September 22nd and ends on Saturday, September 29th. The class is designed to review major topics on the CPP exam. Handouts include brain dumps, study tips and practice tests. The course awards 16 RCH. 
  4. Calculations – is a one day, 8-hour class on October 13th that will walk the student through the steps of basic calculations, gross-ups, advanced gross-up, special pay calculations, group term life, annual leave value and garnishments. Students will earn 8 RCH.

For additional information regarding location and fees please visit:

Please email comments or questions to [email protected]

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Happenings on the Hill

Final Rule Grants Non-Automatic Extension to Form W-2 Filers

Form W-2 series filers, except Form W-2G, can only request one non-automatic 30-day extension of time to file beyond the due date. This regulation applies to extension requests for 2018 information returns required to be filed in 2019.

 Social Security Administration to Notify Employers of Name/SSN Issues.

Beginning in August 2018 the Social Security Administration plans to begin mailing “Educational Correspondence” to employers that submit Forms W-2 with names and social security number that do not match SSA records. Because Form W-2 is an IRS tax form, IRS information reporting penalties may apply. Click Here to read more

Colorado Requires Electronic Filing for Unemployment Wage Reports

Colorado employers must electronically file their quarterly unemployment wage reports starting September 14, 2018. This new rule applies to reports starting with the July-September quarter of 2018. Employers may request a one-year waiver of the requirement. Previously Colorado has not required electronic filing for unemployment wage reports.

 New Jersey DOL Issues Guidance Regarding Equal Pay Protections

Click Here for more information

New Jersey Percentage Method Withholding Tables in Effect as of September 1st

The New Jersey Division of Taxation issued revised percentage method withholding tables for wages paid on or after September 1, 2018. The revised tables include a new withholding rate of 15.6% for income over $5 million. Employers should start using the new withholding tables as soon as possible, but no later than September 1st. Click Here to read more

New Jersey to Allow Local Payroll Taxes

Under a bill passed by the state legislature, New Jersey will now allow some municipalities to impose payroll taxes on employers. The maximum rate of any payroll tax is to be 1 percent of employers’ payroll, but municipalities may set lower rates. Only municipalities with a population of at least 200,000 may impose municipal taxes.

Texas Extends Unemployment Tax Filing Deadline

The unemployment tax and wage reports deadline were extended for Texas employers due to problems with the state’s online unemployment tax portal. Quarterly unemployment tax and wage reports due July 31, 2018, are to be considered timely if filed by August 2, 2018, per the state workforce commission. Texas requires employers to file unemployment tax and wage reports electronically.

Check out the DAPA’s new Government & Legislative webpage!!

             Your source for up to date information!




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