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      Internal/Data Integrity/How to Review Company Tax Add-Change Process

      How to review and complete the "Company Tax Added/Changed" tickets

      HubSpot 

      1. Merge any tickets for the same company together.  Copy the ticket number from the ticket you want to merge with the first ticket for the company.  (Having two browser tabs open with one on the main ticket screen and one in the first ticket to merge all of the tickets to is helpful.  You can copy and paste the numbers easier.)  Actions>Merge
      2. Add client name to ticket and remove PayNW client name and Tax contact from ticket 
      3. Complete Parent Admin steps below 
      4. Add notes to ticket and close 
      5. Resolved – comment of Reviewed 

      Parent Admin 

      1. Select Company and review if PR Status is “Active” or “Importing Data” 
        1. If Importing Data: Confirm importing date and note down.  Close Ticket 
        2. If active, continue below 
      2. Log into the company as SA  
        1. Navigate to Company Taxes report. (My Reports>Payroll Reports>Audit Trail>Company Taxes) 
        2. Select Timeframe based on when the changes were made in the system.   
        3. Review changes/new taxes 
          1. Applied for Status: 
            1. Mastertax Setting > Service Level = “Return Only” 
            2. Override Payment Options: 
              1. Box checked 
              2. Type: Manual (Client Resp) 
              3. Void Tax Payments – Type: Manual (Client Resp) 
            3. If UI – use new rates located in Tax Guide Knowledge Base 
            4. If State WH – make sure nexus box is checked 
            5. All dates should begin with the start of a Quarter 
          2. Updated Tax Settings: 
            1. Review Status, EE/ER Withholding, Dates, and any other columns 
            2. All dates should be the beginning of a quarter 
            3. Confirm rates with documentation on I Drive.  Reach out to the updater if you cannot locate the new rate.   
            4. Mastertax Setting > Service Level = “Use Default” 
            5. Override Payment Options: Box Unchecked 
        4. If you need to know who made the edits for further questions: navigate to Edit Company > View Audit History (in parent or other admin account.) 
          1. Select Timeframe under Audit Time based on when the change was made in the system 
          2. Filter by “Not Null” under Shadow Session 
          3. Filter by “Like” “COMPANY_TAX” under Object type 
          4. Review: 
            1. Click the numbers under Shadow Session to review who made the change 
      3. Add notes in ticket for changes  
        1. If no new account number has been added – close ticket 
        2. If new account number has been added: 
          1. Change to Tax pipeline 
          2. Add subcategory of “New Jurisdiction Tax”   
          3. Tax will review and close

      Additional Information: