CS Server
Public Login
Definitions
Subscriptions
Misc
100

A tab within CS that has the helpful subtab View Emails.

What is research?
100

One of the main tabs where you can delete or modify an existing check.

What is payday?

100

A legal process that instructs an Employer to deduct payments directly from an Employee's wages.

What is a Garnishment?

100

Our lowest Payroll Offering that includes "Same day direct deposit"

What is Premium?

100

A department that handles questions outside the standard product expert role for Core, Premium, Elite.

What is Full Service Payroll?

200

A subtab that not only allows you to see all the businesses workers but their 1099 partners as well>

What is Employees and Contractors?

200

This option should be chosen after choosing the Set up tab in public login to edit or add an address for the business.

What is work location?

200

A form to let employers know how much tax to withhold from an employee's paycheck based on filing status, dependents, anticipated tax credits and deductions.

What is a W-4?

200

Our HR support center partners for payroll products

What is Mammonth?

200

This amazing, fabled, trainer is notoriously known for his witty sense of humor, superb charm, and in-human ability to train.

Who is Boaty?

300

A sub tab where Agents can see documents provided by customers related to payroll

What is Uploaded Faxes and Files?

300

To delete an incorrect tax payment you can choose taxes/forms in public login followed by this tab.

What is Tax Payments Made

300

An agreement between two states that allows residents of one state to request exemption on tax payments.

What is a Reciprocal Agreement?

300

Sync employee time to QuickBooks Online seamlessly. With this additional app.

What is T-Sheets?

300

A payroll service that support is currently handled exclusively by chat.

What is IOP?

400

A comprehensive list, sorted by date, of all changes and actions made within payroll by Agents and customers.

What is User Activity log?

400

Within the Taxes/Forms menu this section allows you to see these types of files that have been saved to the system.

What are Archived Forms?

400

This tax is required by state and federal law. An unemployed worker receives these benefits on condition that they're looking for a new job

What is State Unemployment Insurance (SUI)?

400

A feature to assist in the automation of payroll included on all Online Payroll Services

What is Auto Payroll?

400

Within CS server after choosing account actions then tier 1 this option allows an agent to confirm a customer has verified the  we sent

What are test transactions?

500

This subtab will allow you to see an overview of the businesses Company Type, Filing Name, F-EIN, State Employer account number, and various State tax percentages.

What is Tax Setup?

500

An action we recommend to customer prior to making changes within public login.

What is log out?

500

a form of business structure that is owned, managed and controlled by a single individual. Such an individual receives all the profits and bears all the risks and losses attached to the business.

What is a Sole Proprietorship?

500

This additional service will allow Quickbooks to fill in your 1099 form so you can send copies to contractors and get back to business.

What is 1099 E-File Service?

500

Within CS server to issue a refund for payroll agents can go to billing/eservices then Money movement followed by this option. 

What is billing & subscription?

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