Review 1
Review 2
Review 3
Review 4
Review 5
100
Pending, Active, and Rejected
What is P.A.R
100
Pending, Active, Rejected, Terminated, and Suspended
What is P. A. R. T. S
100
Define Direct vs. Financial Institute
Direct is
100
You are currently not enrolled for this tax type however you can still file.
What does "Not enrolled for tax type" mean
100
You can have multiple users on one bank account or several bank accounts with multiple users
Why do we have multiple pins
200
Do an inquiry find enrollment, verify name, address, routing number, bank account, tax form, amount, and settlement date
How do we identify correct pin for correct enrollment when the tax payer doesn't have their pin
200
We can give them the 800 number to have one sent to them or we can mail them one
What do we tell a tax payer who has lost their pin
200
They go to EFTPS.gov and add a pin after they login
How does a tax payer add a pin to their account
200
A settlement date is the date that the tax payer has agreed to have payment taken out of their bank account for their taxes to be paid
What is a settlement date
200
940, 941
Give 2 examples of tax types that we will be taking payments for
300
Name, address, routng number, bank account number.
What 4 things do we verify when taking a payment without the pin
300
They need to ask about fees and deadlines
What do we advise tax payer if they have to cancel payment through their financial institute
300
They can leave as a credit for next tax payment or apply for a refund
What 2 options does a tax payer have if they over pay on their taxes
300
16 months
How long can a tax payer view their history on line as long as they have used EFTPS
300
180 days
How long can we view history of payments in our system
400
subcategories break down taxes into 3 categories. Medicare, Social Security, and Witholding amounts
What are subcategories and do they have to be filled out in order to pay taxes
400
Our system automatically defaults to the last month of the quarter
How do we explain quarterly filing periods? 03,06,09,12
400
verify that previous payments reflect similiar amounts take payment and then fill out a form to be sent to a supervisor
What is the process for taking a payment of 10 million dollars or more
400
They need to contact their FI and ask about fees and deadlines
What is the process if a tax payer has a payment that is due today
400
It is mailed to the address that the IRS has on file for that tax payer
Where do we mail their Pin number
500
7 business days
How long does it take to receive a pin once a tax payer has enrolled
500
It is a receipt of scheduled payment
What is an acknowledgement number
500
It is an 18 digit number that is generated after a tax payer has enrolled into our system
What is an enrollment I.D.
500
It is a 15 digit number that is generated after a tax payer has scheduled a payment
What is an EFT number
500
The tax payers EFT number
What is the acknowledgement number associated with
M
e
n
u