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SurePR Tax Systems Overview Knowledge Check

Quiz by Training Team SBU

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11 questions
Show answers
  • Q1

    Which system houses procedures and how-to articles?

    SPApps

    Core Advanced

    Salesforce

    CSR Pages

    120s
  • Q2

    As long the caller identifies themselves as an authorized contact, we can assist them with whatever they need.

    false
    true
    True or False
    120s
  • Q3

    How many client interaction cases should be documented in Salesforce?

    Only the important ones.

    80%.

    All of them.

    50%.

    120s
  • Q4

    If a customer asks us to, we should take their payroll over the phone and approve it for them.

    false
    true
    True or False
    120s
  • Q5

    In addition to "SurePayroll", you'll also use the whisper ID for which of the following?

    Business Online Payroll.

    RunPayroll. 

    Truist.

    All of these.

    Paychex Go.

    120s
  • Q6

    Callers should provide a _____________ to ensure you can open their account and verify them.

    Their BCL code.

    Secure Call-In ID (SID).

    Their date of birth.

    120s
  • Q7

    This system is for "behind the scenes" coding, like changing federal deposit frequency.

    CSR Pages.

    SPApps.

    Salesforce.

    WebORS.

    120s
  • Q8

    This system is a consolidated reference site for federal, state, and local payroll rules and information. 

    Taxpay Agency Reference Guide (TARG).

    Core Advanced,

    Salesforce.

    SPApps.

    120s
  • Q9

    If a caller cannot pass the Caller Verification process, we can still provide public information but nothing specific about that company or their EEs.

    true
    false
    True or False
    120s
  • Q10

    Which system is the tax engine for SurePayroll?

    Salesforce.

    Core Advanced.

    SPApps.

    CSR Pages.

    120s
  • Q11

    This is the only resource that shows each agency's taxability for SurePayroll earnings and deductions.

    TARG.

    Salesforce.

    SPApps.

    Vertex.

    30s

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