Day 25 CP2100 Review

True or False:

We can lift Compliance - CP2100 Limitation.

• True

• False

This is an email/paper notification sent to customers identified, informing them of the mismatching information between PayPal and IRS, so that the mismatch can be corrected.

• B-Notice

• 1099-K Form

• Letter 147C

• W-9 Form

What SOL do we need to use if the customer's concern is regarding the documents they need to provide us for B-Notice notification or Limitation?

(a)  

If the customer is unable to complete the online flow to resolve a B-Notice Limitation or if they prefer, they are also able to send the document to what email address?

(a)  

What document should the customer provide us for 1st B-Notice?

• Letter 147C

• SSN Card

• W-9

• iTIN Card

True or False:

IRS does not have an online solution requesting a tax Letter 147C; IRS will mail the letter to them or fax a copy, so they need to contact IRS to request for Letter 147C.

• True

• False

To escalate a concern regarding CP2100, we need to open a PET ticket to which department?

• Tax Operations

• Risk BRO

• CIP

• Global Exceptions Operation

How can we access our CTA tool using an internet explorer (browser)?

(a)  

This is a PayPal internal ticketing system that allows teammates to communicate with other departments that do not take direct phone calls.

• CTA Tool

• PET Tool

• KANA

• Compass

What link do we use to access our PET Tool using a browser?

(a)