WHICH KB ARTICLE
HOW DO I
WHAT'S THE STATUS
CONCEPT
ANYTHING GOES
100
Customer wants to setup electronic services for the first time. Which KB Article will you use to walk the customer through the process?
What is ID1762586 - Enroll in E-File & Pay?
100
Which link in the CS Server should you click on to check the E-service Status of the account?
What is Open the account in CS Server > Click on E-Services Enrollment Status?
100
State and Federal e-services status.
What is Not Applied status?
100
What does ACH stands for?
What is ACH stands for Automated Clearing House.?
100
True or False. Customers are charged for Electronic services usage.
Is it False since Electronic Services are free?
200
Agent doesn't know the steps on how she should receive the customer's authorization form, which KB Article would help her successfully received the customer's 8655 Authorization Form?
What is KB ID1768124 - Pay and file payroll taxes electronically and KB Procedure for receiving and processing an authorization form?
200
How do you receive the 8655 authorization form manually?
Is it Open CS Server and navigate to the Receive Auth Forms Screen:
1. From the top tool Bar, select Other
2. Select E-Services
3. Select Enrollments
4. Select Receive Auth Forms
5. Enter the 6-8 digit code on the Receive Authorization Forms Screen
6. Click Submit.?
200
Electronic Services status for state of OH.
What is Active?
200
What is 8655 authorization form?
Is this the form customer needs to submit to Intuit to authorize Intuit in settling their taxes?
200
True or False. If the customer's direct deposit is active and he wants to activate the federal and state e-services, he needs to verify the test transaction again.
Is it False?
300
Customer wanted to pay her state of South Dakota taxes electronically however when she tried doing the enrollment process, there's no way for her to activate the state e-services.
Whick KB Article would you check first?
What is ID1772378 - Electronic services offered by states?
300
Steps to check the exact day the enrollment was transmitted when we're awaiting for respective agencies' response.
Do you go to
1. CS Server, choose Billing/E-Services > Enrollment Overview.
2. Scroll to the bottom of the window.
3. The date listed under Transmitted is when we sent the authorization forms out?
300
What does the enrollment status for state of Mississippi means?
What is electronic service is not offered/not available for state of MS?
300
Common reasons why electronic services enrollment will get rejected.
What are invalid account number, deactivated or inactive account number, incorrect deposit frequency, a mismatch between the federal EIN or business filing name?
300
What is the cut off time to pay my Federal tax which is due on Friday?
What is Wednesday, 2 banking days prior to the pay date, by 5pm pacific time (PT)?
400
"I have applied for electronic services for both state and federal, 2 days ago but I still hasn't got any confirmation email that my account is really for electronic payment. Why am I still not active for electronic services?"
Which KB Article/s will you check?
What is ID1768124 - Pay and file payroll taxes electronically; and ID1767515 - IOP/QBOP e-services enrollment lead times?
400
Steps in making tax payment in Intuit Online Payroll system.
What is
1. Select the To Do tab. You will see the taxes that need to be paid in the It's time to pay taxes section.
2. Select the tax you want to pay. Then select Create Payment.
3. Always select earliest as it's the recommended date to pay taxes. Then select Approve.
4. The system will give you an e-payment confirmation after approving?
400
Reason for the state electronic services status.
What is customers's electronic service is active and then makes changes on the state account number or gets rejected by the state for an incorrect form filing?
400
Why do customers need to provide date of birth and social security number as part of the electronic services setup process?
Is it required to ensure compliance with the AntiMoney Laundering (AML) Office of Foreign Asset Control (OFAC). All companies setup to move money electronically have to pass this check.?
400
Give three benefits customer can get out of using electronic services.
What are
- time saving and effortless
- low spend on paper
- High speed and increased convenience
- Electronic services are free.
- They'll receive an email reminder for tax deadlines thus reducing risk for penalties.?
500
The account in CS Server shows that account is in AML/OFAC Blocking. In order for you to provide the right steps and resolution to the customer, which KB Article will you use?
What is KB ID1772657 - Electronic services FAQ & rejections; and KB ID1763448 - Principal officer verification for AML OFAC holds?
500
How do you activate the Electronic Services?
What is,
- From the Setup tab, select Update Electronic Services.
- Select Add / Edit Electronic Services.
- Select Start.
- Select Yes, I want to electronically pay and file my payroll taxes through my payroll account.
- Enter the bank account information and Confirm.
- Print the 8655 authorization form and forward it to Intuit.?
500
Reason for the Federal e-service enrollment status.
What is Missing Authorization Forms?
500
Explain the concept of ACH Credit and ACH Debit.
What is,
ACH Debit – IOP notifies the particular tax agency and they make the debit from the customer's account.
ACH Credit – Funds are sent from IOP's bank account to the tax agency. Intuit then debit the funds from a customer's bank account.?
500
Customer mentioned that the state account number on the E-services auth forms is wrong. Can the customer cross it out and write the correct number on the form then forward it to Payroll support? Explain.
Is it No? The forms cannot be changed. Customer must change the account number in IOP, reprint and sign and resend the auth forms.
Since the electronic service for the state is active, this may require them to turn off the e-services for that state first.