SurePR Tax Systems Overview Knowledge Check
Quiz by Training Team SBU
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- 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.
falsetrueTrue or False120s - 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.
falsetrueTrue or False120s - 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.
truefalseTrue or False120s - 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