YE Certification for CX

Clients can place themselves on a year-end hold until _________.

• December 26, 2024

• December 29, 2024

• January 6, 2025

• January 8, 2025

True or False: W-2s can be sent to a terminated client who is on a billing hold.

• True

• False

When is the deadline to file W-2s and provide them to Employees?

• January 10th

• January 15th

• January 31st

• February 15th

A client requests a 3PSP adjustment after the January 6th, 2025 deadline. What will be the process?

• A one-time courtesy can be made with a fee of $259

• An amendment will be required

• We should advise the client to work directly with their 3PSP provider

• They will have to report wages in the new year

True or False: Viventium can file W-2s for non-tax service clients.

• True

• False

True or False: Viventium will automatically file Federal 1099s for all clients.

• True- Viventium automatically files 1099s for all clients

• False- Viventium does not file 1099s for any clients

• False- Viventium will only file 1099s for clients who have W-2s that also need to be filed

• False- Viventium will only file 1099s for clients who signed up for our 1099 E-Filing Service

The process to reprint a W-2 involves which of the following steps?

• Salesforce Case to Logistics

• Reprint directly from Server Manager

• Send to Manager for approval

• We can only send the PDF file for client to print themselves

The cost of a W-2 reprint that does not need cosmetic changes is:

• $259

• $259 plus $6.25 per W-2 Form

• $25

• Free because there are no cosmetic changes

What Earning Type would be used to ensure 1099 wages are reported in Box 1 of the 1099-NEC form?

• 1099OTHER

• 1099EXEMPT

• 1099PROCED

• Gross Wages

A client requests a wage adjustment for a 1099 employee, and they are NOT on Viventium 1099 E-Filing Service, what will the process be?

• An amendment is required

• The adjustment can be made and the 1099 reprinted for no cost

• The adjustment can be made and the 1099 can be reprinted for a fee

• The wages will have to be reported in the new year