Known Issues
This known issue becomes a root cause when a payment is recorded or held in error by Corrections
1872
The customer sends a notice of a late payment penalty. All payments reflect on the transcript as successfully remitted monthly, and timely per the monthly schedule.
Deposit Frequency
This system serves as the back end for Quickbooks Online Payroll.
CS Server
You go to this dropdown and click on it when you want to view paystubs
Paychecks / Paychecks>Paystubs
You can go here to locate the SOP on launching an amendment case for a customer
This issue occurs when Intuit files for the period directly before a customer’s FUD often reporting incorrect and inflated data and/or causes rejections with another provider
1692
The customer has auto pay and file enabled, however the payments were pushed to the customer/not remitted timely. There were no holds on the account or backdated payrolls.
Electronic Services
You go to this system when reviewing more explicit payment information
PTP
You go to this tier and click on it when updating a deposit frequency
Tier 1/ Tier 1>Tax/Form Updates
Under the Resolve section, this helps to determine when to generate and send a missing 941 to the agency
Form Filing Decision Tree
We consider this known issue when a payment posts to wrong form or tax period in error, usually a payment posting to the 944 when it belongs to the 941
1786
A customer gets a notice for late payment penalties and interest. One payment was 11 days late with a payment creation time stamp 4 days after the due date. There were no holds, electronic services were active and this is not a known issue.
Backdated Payroll
This system is where you can research Care calls, Amendments, and Corrections
Salesforce
You can find the option to view customer emails when going to this dropdown
Research > View Emails
You can find information here on processes that specifically pertain to the IRS
Jurisdiction Specific, Federal Folder
It is this known issue when Intuit’s system updates a customer who was already semi-weekly to monthly
1828
Customer has a notice for a missing tax payment that matches a payment that shows as successfully remitted on time. It is not on the transcript for the period it belongs.
Misposted payment/not posted
You go into this system when updating a UI rate or generating a prior year tax form
QBOP Expert Access
This page tells you the primary admin email and phone number of the customer, the principal owner, as well as information of their state and federal taxes
Company Setup
You might use this SOP when determining if you need to call the customer
Handling Duplicate and Repeat Notices
In this known issue, the 9/19/2025 payroll was not included on the 941, often causing payments to post incorrectly to Q4 and leaving a balance due in Q3
1841
Customer receives a notice for a balance due for payments that reflect as remitted timely and successfully. The customer updated their EIN 5 weeks prior. They are Core.
Entity change, customer must move payments as they are Core
In this shared google drive, you can often review pay and file data if it’s not immediately clear in TFS or CS Server
Data Connect
If the customer has a missing filing and had their automatic pay and file service disabled for that tax period on the notice- you can go here to see if it was created and/or submitted by the customer
Form Filings
When struggling to use the right terminology and phrasing, you can use this resource as a tool
Verbiage Resource Document, internal jargon