Client Space
These can be submitted through jira and Client Space for assistance.
What is an IT ticket?
The reason there are 2 checklists.
The FEIN the taxes are reported under.
*Minus exemptions* This is collected on the earnings of every person and company by the US Government.
What is the Federal Income Tax?
This Report shows how Active you are during the week.
What is ActivTrak? :-)
This is the most important part when creating a case.
What is the right Client Profile?
I'm where the CSA housed, when we have them.
What is Collateral (Contracts & Implementation)?
We collect the Termination Checklist for 2 of 3 possible answers.
What are Tax Filings (100), W2 Processing (100), and / or Cobra (100)
They do not recognize a PEO to represent a client in here.
What is a client reporting state?
These 2 reports can get you in BIG trouble if you send them. 2 answers for full points
What are the Gross to Net Billing Report and the Tax Liability Report?
This is the purpose of having cases, there are 2 answers. Both for full points
Tracking (100), Teamwork, Collaboration (100)
What is the Resolved Cased by Department PCR?
This is the amount that we charge per employee per month for Cobra.
What is $500 pmpe?
This the system the Tax Department uses to make filings for Clients.
What is MasterTax?
This report shows the 401k contributions an Employee has made
What is the Payroll Retirement Contributions Report?
This Sub Department of Payroll Tax is responsible for producing W2Cs.
What is Payroll Tax QA?
Move Case is under this drop down in the right hand side of a case profile.
What is Workflow?
This client requested that we create and send out their W2s, they have left us mid year, end of 2nd quarter and they took Payroll in house. We will be producing the W2s for them, because...
What is a PEO client?
This is the Name of the team that handles the Tax situations when all else fails.
What is the Service Delivery Team?
*Alternative but still acceptable answers, Jeff Goers, AKA the One Man Army*
This report is often requested but impossible to provide, WHAT AND WHY.
What is a 941 for a PEO client?
This Department is responsible for processing the 1099 filings?
*Double Points * Name the AVP.
What is Payroll QC?
Who is Denny Jordan?
This one word shortcut, you type in Vfficient search bar that will take you to Client Space.
What is Pulse?
This is the Error the client made on the checklist I provided in the group chat.
What is an ASO wanting to remain ASO and selected us to produce W2s?
This team handles the balances due on a client's tax account.
What is Payroll Tax Notice Team?
This is the term used by Nitro PDF PRO to hide sensitive information on a report.
What is Redact?
To create a case in client space, directly from Outlook, we would use this.
What is the Vensure Mail Key?