Workaround Hacks and Procedures
The correspondence in IEP is not fully showing on the screen to edit it, this workaround allows you to successfully edit
Click anywhere on the window and tab until you see the edit button
You might go to this other notice platform to find potential duplicates, tax filings containing time stamps, and notice cases prior to ~2024
Case360
This Core customer created a backdated payroll that was created in April after the Q1 Form 941 was already remitted. This data was not reported as a result. The customer needs a 941X.
Advise customer to amend
You can follow this SOP when the customer sends a notice that they will not be charged penalties despite late payments
Federal Statement Not a Bill
This form pertains to federal unemployment tax
FUTA/Form 940
PTP is not recovering an account when using the COID to look it up, using this browser allows you to see the account in PTP
Firefox
You can click on the history button in this system to review timestamps and activity of a single payment
PTP
This Elite Payroll customer has a missing Q4 2024 Form 941, there is a filing rejection showing in TFS because the customer had another active Quickbooks account that filed a 0 first
Launch an amendment for an original
You will typically use this SOP when the customer sends a notice they received from the Social Security Administration
Researching SSA OOB Tax Notices
There are 5 listed for Federal Taxes on the Tax and Wage Summary
941/943/944 income tax types
When IRS transcripts are not available for a customer and you are unable to resolve without, you can obtain this form from the customer to fax to the IRS while over the phone
Form 8655
You are researching on the User Activity Log and observe someone within Intuit making changes to payroll records. You can use the time stamps to go to this platform to try and recover a case for more context
Salesforce
This customer uploaded a notice for the third time since the last resolution sent 7 months ago, the resolution has not changed and the customer still needs to pay the balance due
Call customer
Go here to obtain the correct phone number and option to choose when calling the IRS
Federal Matrix
This federal tax has a wage base (the wages are no longer taxable after a certain threshold is met)
Hint: There are 2 possible answers
Social Security or FUTA
When you have missing pages of a notice, need other forms or information, you can start this process to obtain information from the customer
Strike Process
Using this system, you can review any communications we sent the customer via their Payroll Tax Center. You may go here for more information after seeing a filing rejection in TFS
CS Server
This customer uploads a notice for the second time containing increased penalties and interest after being previously reimbursed for an Intuit error. You advise the customer of this resolution.
We will not reimburse, call customer to explain we already reimbursed and advised them to pay
The customer has a notice for an intent levy caused by a payment posted to the wrong tax form period. In the Payment Move Letter Process SOP, you must take this step if you cannot get ahold of the IRS
Payment Move Letter Instructions
This tax has no set rate (the percentage of wages that are taxed)
Income Tax
You need to be in an incognito browser to see the customer facing side of this system
QEA
Known Issues are located in this system
Quickbase
This Premium customer had an EIN change 5 months ago (entity change amendment case). There is a balance due for payments that were made and posted to the wrong EIN.
Attempt to call IRS to move payments, obtain form 8655 if do not have RAF for both entities
The customer is owed a refund, this information is available on the matrix for us to tell the customer how they may get a refund
How to request credits
This annual form is populated by a large portion of the wage information we are researching and working with everyday
W3/W2s