Reporting/Reports
"my cpa is requesting a copy of my rt6"
What is
1. Google report name if unfamiliar
2. Check webors or provide client with the steps to access via flex
how can a client submit a tax notice?
What is www.paychex.com/taxnotice
OR what is submit notice to the PRS.
How to review summary of charges?
What is invoice inquiry tool?
How can a client view all of their future check dates for the year?
What is:
1. View Payroll Center
2. Filter
3.Check Date, Add Date Range
4. Change end date to 12/31/2023
5. Set
"I received my LA unemployment id, what else is needed"
1. Branch Ops
2. TASC
3. LA SUI
4. Email form to client and advise that the form should be submitted to the PRS once completed.
Client submitted a tax notice and would like an update.
What is Branch Ops, PAC, How to Look Up Status of Tax Notices
Scenario:
Client calls in regarding a debit from their account but isn't sure what it is for. How do you determine what the debit is for?
What is
1. Ask probing questions- what is the date? amount? description listed on bank statement?
2. Once you receive the description, you will search for the corresponding invoice, cash requirement, OTL report, etc for that amount.
How to link multiple accounts to one user?
What is
1. Onlsupt
2. Search by user
3. Manage
4. Choose the Link option
What is EE maintenance, Bank Accounts, check print stubs
What is the current PAC review/response time
What is 15 - 25 business days.
(Info can be found by navigating to Branch OPS, PAC)
An employee did not receive their direct deposit on the scheduled check date
What is
1. Ask probing questions (did anyone else not receive their dd? is this the ee's first dd attempt"
2. Check payroll journal to confirm dd was processed for ee or if it was a live check.
3. Check CSA for returned dd
How to process a net to gross check via flex?
What is
1. Payroll Center
2. Begin or Resume Payroll
3. Choose EE
4. Add Check
5. Pre-calculated check
6. Net to Gross
Ee's w2 wages in box 1 do not match the total wages reported on the last check stub they received for the previous year.
What is w2 only reports taxable wages.
How to determine if an agency is not active on a clients taxpay account
What is Tax and Disability screen in core, Taxpay-Notice listed next to the agency name.
Client calls in with questions regarding the multiple debits from their account once payroll is processed. How do you assist?
What is
1. Pull the cash requirements report
2. Walk the client through when taxes, payroll wages and any other items are scheduled to be pulled.
3. Also advice that invoices fees are not included in the cr and will be generated and debited at a later date.
"I need to add my ee as a super admin to process payroll. Can you do that for me?"
What is
For security purposes you will need to assign and approve super admin access to the ee but I can walk you through the process.
1. People List
2. EE name
3. Access & Permissions
4. Admin Role
"I SUBMITTED WAGES FOR 2022 AND I AM WAITING FOR MY AMENDED RETURNS THAT I STILL HAVE NOT RECEIVED. WHERE ARE THEY??"
What is
1. Ask probing questions
2. Check interactions in finesse to determine when wages were submitted and if amended returns have been emailed to client
3. Check webors (payroll journal) to see when wages were processed.
4. If we are outside of the 6-8 week window, amended returns should be in Scanned Docs (webors)
If a client processes live checks for their ee's, when will the funds be pulled from the clients account?
What is
-once the ee's cash the checks.
Form needed to add 1st admin in Flex
What is OP0053