SurePR Tax Systems Overview Knowledge Check
Quiz by Training Team SBU
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Which system houses procedures and how-to articles?29
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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.falsetrueTrue or False120s
How many client interaction cases should be documented in Salesforce?
Only the important ones.
All of them.
If a customer asks us to, we should take their payroll over the phone and approve it for them.falsetrueTrue or False120s
In addition to "SurePayroll", you'll also use the whisper ID for which of the following?
Business Online Payroll.
All of these.
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
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.
Taxpay Agency Reference Guide (TARG).
If a caller cannot pass the Caller Verification process, we can still provide public information but nothing specific about that company or their EEs.truefalseTrue or False120s
Which system is the tax engine for SurePayroll?
This is the only resource that shows each agency's taxability for SurePayroll earnings and deductions.
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