
SurePR Tax Systems Overview Knowledge Check
Quiz by Training Team SBU
Tag the questions with any skills you have. Your dashboard will track each student's mastery of each skill.
Which system houses procedures and how-to articles?
As long the caller identifies themselves as an authorized contact, we can assist them with whatever they need.
How many client interaction cases should be documented in Salesforce?
If a customer asks us to, we should take their payroll over the phone and approve it for them.
In addition to "SurePayroll", you'll also use the whisper ID for which of the following?
Callers should provide a _____________ to ensure you can open their account and verify them.
This system is for "behind the scenes" coding, like changing federal deposit frequency.
This system is a consolidated reference site for federal, state, and local payroll rules and information.Â
If a caller cannot pass the Caller Verification process, we can still provide public information but nothing specific about that company or their EEs.
Which system is the tax engine for SurePayroll?
This is the only resource that shows each agency's taxability for SurePayroll earnings and deductions.