senior assesment
senior assesment
senior assesment
1. If a Tax Ops specialist created two PTS for LSA and each one had
different name and values, how would you handle that situation?
Justify your answer.
6. Mention how do you need to proceed if you receive a case for the
next topics:
Amount due for a Corporate Tax for a PEO and for a client
(Explain the procedure with each one)
Refund notice.
8. What should be the steps to follow in the case that a company is not
found in any of our data systems (Master tax, Prism, Prism HR,
Vfficient)?
If we definitely cannot locate this company, we would have to escalate the
case.
9. Mention the process that we should use to reassign the following
cases from the Queue.
Sui rate
Category: | Type: | Assigned to
Wages Adjusment
Category: | Type: | Assigned to
Garnishment
Category: | Type: |
Missing Account #
Si es para una PEO,
Category: | Type: | Queue,
Para un client
Category: | Type: | Assigned to
Missing login
Category: | Type: | Assigned to
Company Package Request
Category: | Type: | Assigned to
Audit Requested from an agency.
Category: | Type: | Assigned to
10. What are the processes that you are responsible for?
11. Could you please explain the inputs, the steps that you follow and
outputs of the processes that you oversee?
Inputs: the data that you receive to do your work.
Outputs: the data that you deliver after finishing a task.
12. How could you improve the process you handle using the tools
you have? Please indicate the process and how it can be better.
Harbor America
Central INC
Employer paid
04/01/2021 - 06/30/2021
13.2 We need to know if the liabilities for C15647 were reported under
Vensure HR Inc (E10) for Iowa SUTA (16-24) 2Q21. Please Indicate
how to create the report.
15647
B bb
State tax authority
Employer paid
04/01/21 - 06/30/21
15. Please organize the Subject of the following notice, and indicate
the person – department that will handle it?
DP | CO SIT | 06/30/2021 | AMOUNT DUE
Rates a billing - notifica que cambia la rate (Queue, Billing Credit Dept/Billing Ops
[BillOps])
Refund a billing - notifica que sobra dinero en los estados o refund (Queue, Billing Credit
Dept/Billing Ops [BillOps])
Update en prism y MTAX a Erdetails - (Queue, ER Details [TaxOp])
Adjustments a QA - (Queue, Payroll Tax QA Team [TaxQA])
Casos de clientes terminados a termination queue
o Si nos pide filear o reportar 3Q de un cliente de 2022, cerramos el case y decimos que
es responsabilidad del cliente
o Si es un client terminado la agencia dice que no se reportó/pagó durante 2022 y
terminó en 2022 se pasa a QA porque no se tendría login de ellos o información para
reportar/pagar
Missing login a registration depende si son clientes internacionales
o Queue, Tax Registrations [TaxReg] - para Internacionales
o Nacionales - A quien corresponda del equipo de CR client relationship (son quienes
transmiten info con el cliente)
Cuando se necesite info de los clientes, se traslada la solicitud a CR
Claims de empleados a benefits
o Asociado a Unemployment - relacionado a algún claim de un employee sobre sus
beneficios :)
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