CS Server
A main tab within CS Server where you can find the helpful sub-tab "View Emails".
What is Research?
One of the main tabs; where you can edit a company's state unemployment insurance rate.
What is Setup?
An official letter that instructs an Employer to deduct payments directly from an Employee's wages to resolve a debt.
What is a Garnishment?
Our lowest Payroll Offering that includes "Same day direct deposit"
What is Premium?
The department that handles an employEEs questions regarding logging in to view their paystubs and W-2s.
What is Workforce (Chat Only)?
A sub-tab that allows you to see all the names of a company's workers and 1099 vendors.
What is Employees and Contractors?
After choosing the Setup tab, you can click here to edit or add an address for the business.
What is work location?
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?
Our HR support center partners for payroll products
What is Mineral, Inc?
This department handles OLP Corrections.
What is AST?
A sub-tab where agents can see payroll-related documents that have been submitted by customers.
What is Uploaded Faxes and Files?
To delete a tax payment, you can choose Taxes/Forms, followed by this option.
What is Tax Payments Made?
An agreement between two states that allows residents of one state to request exemption on tax payments.
What is a Reciprocal Agreement?
Track and sync employee time to QuickBooks Online Payroll seamlessly with this recently-acquired Intuit product.
What is QB Time?
The headmaster of Hogwarts School of Witchcraft and Wizardry prior to his death (SPOILER)
Who is Dumbledore?
A list of all changes and actions made by agents and customers within a payroll account.
What is User Activity log?
When a customer saves a form to their QBOP account, we can see the form (and time it was saved) in this section of the Taxes/Forms tab.
What are Archived Forms?
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)?
A feature that allows a customer to "set it and forget it" within QBOP Core, Premium, and Elite.
What is Auto Payroll?
Within CS server, after choosing Account Actions > Tier 1 > this option allows an agent to confirm a customer has verified the small deposit (less than $1) we sent.
What are test transactions?
This sub-tab will allow you to see an overview of the business's Company Type, Filing Name, EIN, State Employer account number, and various state tax percentages.
What is Tax Setup?
In this sub-tab, can you edit the expense accounts associated with payroll.
What is Accounting Preferences/Export Preferences?
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?
This payroll subscription level allows customers to file and pay for 1099s.
What are all subscription levels (Core, Premium, & Elite)?
This billing source does not allow you to view subscription charges in CS Server.
What is oBill?