Systems
Unique identifier Toast uses to locate a clients account
What is Company Code
Chief Executive Officer of Toast
Who is Aman Narang
The unique identifier the IRS uses for our clients
Federal Employer Identification Number (FEIN)
Guide to follow for data pulls
What is Data Pull Guide Central
The system to locate a new task
What is Salesforce
Location of Toast Headquarters
Where is Boston, MA
Location of information entered by client
RID (Rapid Implementation Dashboard)
Location of PPP log in data
What is Prior Provider Log in Info?
Payroll data for current quarter
What is a parallel
Format files need to be in to upload into Toast
What is CSV
Location to view personal information such as pay, request PTO, benefits, etc.
What is Workday
Task to notate after Master Tax is complete
What is Audit Master Tax
Code necessary to access clients prior provider
what is two-factor authentication
Employer taxes always on import file
What are FUTA, SUTA, Employer Medicare, Employer FICA
Location to import W4 information in Toast
Where is tax settings (settings > payroll > tax settings)
Okta app that allows you to submit IT requests
What is service now
Location of tax returns
What is parent account
Task to setup after Data Pull is complete
What is Master Tax
First 7 columns of import file
What is FEIN, Pay Group, Check Frequency, Check Date, Employee Number, Employee First Name, Employee Last Name
Location in Salesforce to indicate blockers
Where is the notes section
Okta app where you can submit expense requests
What is Navan
File to help us indicate if client is PTS or non PTS
What is FEIN setup tips?
Main items to pull on data pull
What is Payroll data, employee demographic, employee W4, tax returns, pto files, deductions, direct deposits
Four components of priors & parallels
What is W4 import, discrepancies, import and tie out