| Client Exceptions | |
| 835-Bellevue HealthCare | Quarterly LNI Import |
| 835-Bellevue HealthCare | ACH Tax liablity up to 200K |
| 90744- Umoja Biopharma Inc | Client reviews W2's and Reconciliation payroll prior to finalizing or closing year |
| 1M055- John Adams Academy | Quarterly Import SDI fix |
| 1M014-Cascadia | Monthly Manual Billing |
| 591-Key Knife Inc | Wire Requirement for taxes waived (ACH Approved) |
| TWINRIVERS - Twin Rivers Facilities | Weekly Upload employee censuses to Bene link, Download/Import Deductions |
| PDOC - Pediatric Dentistry & Orthodontics of Chattanooga | Monthly upload HSA Employer Contributions to HealthEquity |
| LUVCARWASH - LUV Car Wash | Submit own Supplementals - DD Threshold $1M, Tax Threshold $300K - Not charged for NOC, Returned DD, or Pre-Note |
| E2Sports, Gateway, Pioneer Consulting, and Pioneer IT | Update Simple IRA Vendor Account numbers each year to correspond to calendar year |
| Renewal Shared Benefit Clients | Add HSA Vendor PPD Account Numbers to deductions. |
| 90744- Umoja Biopharma Inc | ACH Limit of 700K DD and 325K for Taxes |
| 128-RLS Inc |
Send CD with QE package (do not send with 133 - they are not related)
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| 133-Parra Inc | Send CD with QE package (do not send with 128 - they are not related) |
| 311-Metzler | Verify WA FLI wages (ER) for overage on wages each quarter |
| 591-Key Knife | Client reviews package! Email copy to client before filing. |
| 654-Landed Gentry Dev | Client reviews package! Update L&I and SUI before sending. WA L&I: create LNI report, verify accuracy/edit as needed/lower hours in Corp Off CC 7101 to 480 each. Post/upload copy to client for review no later than 8th of following month. |
| 768-Joshua Green Corp | Verify WA FLI wages (ER) for overage on wages each quarter |
| 835-Bellevue Healthcare II, Inc | Make sure Salary hours PR processes before recons |
| 850-Pacific Crest Savings Bank | Client will provide additional hours for LNI by end of quarter. NC if by EOQ. |
| 857-Byrd Barr | Client will provide additional hours for LNI by end of quarter. NC if by EOQ. |
| 90050-Sterling Johnston & Assoc | Client will provide additional hours for LNI by end of quarter. NC if by EOQ. |
| 90289-CMC | Client will provide NV MBT Health Ins information by first week after EOQ. |
| 90744-Umoja-Biopharma Inc. | Client review recon & approve. |
| 90744-Umoja-Biopharma Inc. | MA PFL rates - make sure they are accurate at QE. |
| 90759-King Conservation Dist | Client will provide additional hours for LNI by end of quarter. NC if by EOQ. |
| 343/344-Montgomery Wishert | Client will provide a spreadsheet, and we need to add partner hours to the L&I return for both accounts. |
| 90265-0033 NAI Black BCI | Client will provide WA L&I contractor class code, worked hour and gross no later than the first week following the end of the quarter to add to return. Key into RTS and charge client $50.00. If after the 15th it's amendments. |