CS Server
Where do you enter the Co ID in CS server
Realm ID
Which will be the offering on each case you create
Payroll
This number is assigned to each business by the IRS
Federal EIN
This is the term for the hold placed on an account when funds aren't available for Payroll/Tax payments
NSF / Non-Sufficient Funds
This is the tax form given to employees at the end of the year
W-2
Where do you go in CS server to verify the CX
Company Setup
Under which tab in salesforce can you find previous cases/contacts for an account
Case History
What does "SUI" mean
State Unemployment Insurance
This method is used to resolve an NSF hold
Wire Transfer
What level of verification is required to assist a cx in making changes to payroll account
VCI 2
What is the main account holder listed as in CS server
Principal
What keywords are you looking for when choosing the asset in your case
OEP Workforce
This is where you will find previous years tax documents
Archived Forms and Filings
You will consult with this department for any holds or balances owed to Intuit
Collections
You will enter any garnishments in this section of the ee profile
Deductions and Contributions
Under which tab can you find cx emails in CS server
Research
What will be the severity for a problem that is low impact with a target resolution of 2 days
Sev 3
This term applies for an agreement between states on payment of taxes
Recipricocity
An account hold will typically be removed this many days after receiving funds for hold
5 Days
This is used to locate funds that were withdrawn from employers bank but not deposited into an ee bank account
Trace ID
What tool in CS Server gives you full access to the CX Account
QBOP
What is the name of the tool used for cx to upload docs for corrections/amendment cases
File Exchange
Intuit must be appointed as this to pay and file taxes on a companies behalf
Third Party Agent
This is the return code given for a failed payroll withdraw
R-01
These are required in order for a company to be eligible for auto payroll
Default Hours or Salaried employees