Client Relations quiz - Week 3

The team in charge of adding New Hires and terminating employees (from 1 to 3 requests)

What's the first thing we need to do when a client says they're terminating, and the retention was unsuccessful (Choose all that apply)

• Start the retention process

• Let our manager know

• Start the termination process

• Send the Tax Termination Checklist

• Contact the sales agent

Who is in charge of entering in the system the hours the employees worked during a payroll cycle? (Choose all that apply)

• Payroll can do it in certain situations

• Client Relations is in charge

• The client needs to do it

• Accounting handles this process

What's the name of the page where the client or the payroll adds the EE hours worked?

Based on the recent updates, what years can we still receive ERTC requests from the clients (until further notice)?

• 2019 only

• 2020 and 2021

• 2021 and 2022

• 2021 only

What kind of tax do states charge with SUTA? (Choose all that apply)

• Withholding Tax

• Unemployment Tax

• Local Income Tax

• State Unemployment Insurance

When do we have to fill out a Client Retention Effort Form?

• Only when the clients decide to stay after the retention process

• Every time we try to retain a client

• Every time we terminate a client

• Only when we contact the sales agent to help us retain the client

What team is in charge of adding the SUTA Rate for clients?

What do we need to tell the clients when they ask for updates about their ERTC Credit? (Choose all that apply)

• Contact IRS to get an update for the client

• Send them the template to explain this process takes time

• Ask the taxes team to provide an update

• Explain that the IRS doesn't provide any updates about this

Explain a topic that you learned while doing shadowing with your partners

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