Craft Skills
My clients and teammates understand me and appreciate my professionalism.
What is Effective Communication?
Quickbase ticket advances to Stage 4: Waiting on Docs.
What happens when all questions in the Document Request checklist are marked complete?
Monthly, quarterly or annually.
What is sales tax filing frequency?
This amount is received by the employee after all withholding & deductions.
What is Net Pay?
All required information is present and all criteria are met.
What is 100% Books Complete?
I know where to find the resources and job aids I need to do my job. I know how to get support with issues and roadblocks that slow me down.
What is Research / Resourceful?
Quickbase ticket advances to Stage 5: Ready for BOE.
What happens when documents have been received & uploaded is marked complete.
This document is required to reconcile the sales tax liability account.
What is the sales tax return?
Gross pay including holiday, vacation, sick pay and bonuses is recorded here.
What is the Wage & Salary Expense account?
5% of Gross Sales for the month.
What is material?
I know how to use tools such as IEP and Quickbase and can perform basic troubleshooting on my own.
What is Technical Acumen?
Drop downs in Books Review are processed.
What happens when a Books Review Task is "to-do" or blank on the task due date?
Increase this account when adjusting the sales tax liability to agree with the sales tax return.
What is the Sales Tax Adjustment (other income or other expense) account?
Comparing payroll reports to account balances on the P&L to resolve discrepancies and improve the CLR first pass rate.
What is a matching reconciliation?
3 contact attempts documented in the MSDN.
What is required to close with Open Items?
I can get to the root of issues and provide solutions my customers appreciate.
What is Complex Problem Solving?
What happens when an account passes CLR?
This account is increased when sales tax paid is less than sales tax owed when paying early or on time.
What is the Sales Tax Discount account?
Though sometimes processed through 3rd party payroll providers, payments to these individuals should not be included in the wage expense.
What are Contractor payments?
If the client does not respond, assume no changes and note this in the MSDN.
What is a Negative Confirmation?
I am confident in my understanding of how to support my customers and which solutions provide the best outcome for them.
What is Expertise?
The customer record in Quickbase has the wrong engagement ID, cleanup isn't marked complete, the CR automation tab is incomplete or payroll details are missing on the complexity page.
What causes automation failures?
Found on the sales tax return, this TAX is actually an expense of the business.
What is B&O (business & occupational privilege) or Use tax?
The employer portion of a FICA liability totaling $500 for the month.
What is $250?
These accounts haven't been reconciled for 6 months, but the books still qualify for monthly closing.
What Negative Confirmation account?