OP99
WHAT ARE THE AFFECTED CHECK DATES FOR THIS ACCOUNT? 16062616
1Q22 -4Q22
1Q23 -3Q23
HOW WOULD YOU GET TO THE ANNUAL RETURNS?
WEBORS - ANNUAL RETURNS - YEAR END PACKAGE - SELECT ALL REPORT - NEXT
WHAT IS PQA ?
PRIOR QUARTER ADJUSTMENT
UNDER WHAT TAB WOULD I FIND INFORMATION ON SCT DATES?
ONBOARDING
WHAT IS FORM 940 AND WHAT WOULD WE ATTACH WITH IT?
FORM 940 IS AN EMPLOYERS ANNUAL FEDERAL UNEMPLOYMENT TAX RETURN (FUTA) AND WE ATTACH FUTA LETTER TO IT.
WILL THE CLIENT NEED TO BE BILLED? 16062616
YES
WHERE WOULD YOU GET THE ORIGNAL ER W3?
WEBORS - ANNUAL RETURNS - FEDERAL W3 REPORT - NEXT
COMPANY TAB - LEGAL INFORMATION
UNDER WHAT TAB WOULD I FIND STATE CHEATSHEETS?
STATES
WHAT IS 941 FORM AND WHAT GETS ATTACHED TO IT FOR SOME CLIENTS?
EMPLOYERS QUARTERLY FEDERAL TAX RETURN AND WE WOULD ATTACH SCHEDULE IF INCLUDED WITH THE ORIGINAL.
WHAT IS THE TOTAL AMOUNT THE CLIENT WAS BILLED FOR ? 16062616
$905.00
WHAT IS THE SCT DATE FOR 3Q23?
Thursday, Oct 5th - QE SCT
WHERE WOULD YOU FIND EARNINGS & DEDUCTIONS?
COMPANY - EARNINGS & DEDUCTIONS - ADD OR CHANGE.
UNDER WHAT TAB WOULD I FIND STEP BY STEP TASK CAPTURES AND JOB AID?
AMENDING STATES
WHAT DOES SSA STAND FOR AND WHAT ELSE DO WE INCLUDE WITH IT ?
SOCIAL SECURITY ADMINISTRATION & WE INCLUDE A W3C
HOW WOULD YOU COMPLETE THE TAXPAY GRAPH FOR THE W2C/W3C/1099 FOR THIS ACCOUNT ? 16062616
AMENDED - ANNUALLY - CART - TPS - FEDERAL - W2 - 0.00 - APPLIED
HOW DO YOU FIND THE SCANNED DOCUMENTS IN WEBORS ?
SCANNED DOCUMENTS - AMENDED RETURNS SCANNED DOCUMENTS.
WHERE WOULD YOU OBTAIN INFORMATION FOR SCHEDULE B?
TAXES AND DISABILITY - TAX LIABILITIES & DEPOSITS
WORD TRACKS
WHERE WOULD WE DROP THE 941X?
WHAT IS THE AR BILLING DATE FOR THIS ACCOUNT? 16062616
12/7/2023
What does PRJ stand for and where would you find it?
PRJ - Payroll Journal
Web ORS - Client per pay period - Payroll journal
TAX NOTICE-ACTIVE
STANDS FOR INDEPENDENT CONTACTOR AND WE WOULD FILE A 1099/1096 FOR AN IC
WHERE WOULD WE DROP THE SSA ?
CART-PRINTING - CART SSA-W2 W2C ONLY