Compliance 101
CPA Tax Season
Beyond Payroll
Built for Banks
RUN
100

How many labor law posters are you required to have in your place of business? 

federal & state in every applicable language spoken by ees
100

What is an 1120-S? 

S corp

100

Are SIMPLE IRAs eligible for the Secure Act Tax Credits?

yes, auto enroll, company match, up to 100% of annual costs

100

What bank brands does ADP partner with? 

Wells Fargo & BOA

100

what bundles include cashflow central? 

all

200

What do all TX businesses SUI rate start at?

2.7%

200

what deadline is on March 16th? 

S corporations, multimember LLCs and partnerships must file by this date

200

Does ADP offer General Liability Insurance? 

yes, but no RC for SBS reps 
200

What payroll provider does Chase Bank partner with? 

Gusto

200

Name 2 FREE services included in HR Pro Upnetic Legal Services

30-minute phone consultations: Unlimited during business hours for new legal matters 

◦ Document review: Five independent documents per quarter up to 10 pages 

◦ Phone calls: Two initial calls per month made on behalf of business 

◦ Registered agent: For the state in which the business is incorporated, as well as other states where business is conducted 

◦ Letters: Three initial letters per month for new subjects

◦ Collection letters: 10 initial letters per quarter

300

In OB3, are "gratuity included" tips eligible for tax credits to the employees? 

no, has to be voluntary tips

300
is HRO included in the 25-49 ee Rev Share promo? 

no. only RUN business

300

True or False, ADP does not offer Section 125 plans? 

true, POP plans for health insurance

300

What credit do bankers receive for referring ADP?

wells fargo, $100 for closed deals 

BOFA, trigger initiating 13 week/6 month look back period

300

True of false, Complete Plus does not include an HR HelpDesk.

false, it is included in both Complete Plus and HR Pro

400

true of false, an ee that has worked 45 hours that week being paid overtime wage on a non holiday is eligible for OB3 tax credit?

true, even if it is not a holiday, they have still worked more than 45 hours that week

400

what is the prize for the CPA Tax Season Campaign this year? 

200 food delivery gift cards to the first 500 eligible firms

Refer three or more new clients to begin payroll processing with ADP during the Promotional Period Feb. 13 through April 23

Refer one or more new clients for Clover  

400
What does it mean to be a non subscriber? and who do you have to file with? 

electing to not have WC policy in place and must file with TDWC every year

400

What are 2 of the 5 Ask5 questions on the reciprocity form? 

Existing Bank Relationships

Do you have other existing bank relationships?


Annual Revenue (reference 100k in revenue per employee):

Would you like to evaluate your merchant services provider for Visa/Mastercard payments?


Are you interested in a business loan or line of credit?


Would you like to learn more about the banking benefits your employees can receive when they use direct deposit?


Would you like to meet with a bank partner of mine to do an account evaluation?


Are you interested in information on financing a business property or location?


400

what other job posting sites does Career Plug post to that ZipRecruiter does not? 

linkedin, indeed, glassdoor, google

500

In TX, once you reach X # of ees, you are required to have a sexual harassment policy in place.

15

500

True or False, businesses can still set up a retirement plan for 2025 to contribute to before filing?

true, SEP IRA

500

What is a fidelity bond? 

insurance policy on a 401k plan, must be 10% of assets in plan at all times

500
In the Bank Client Insights report found in Seismic, what does the Yes or No answer in the "Mutual" column represent? 

if they still use the bank in which originally referred them for their business bank account

500

True or false, HR tracking is meant to track employees performance and write ups 

false, it tracks company property issued to ees that need to be tracked/returned accordingly 

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