Tax

• HubSpot Ticket KPI- Measurables 
• Adding an Article to the Internal Knowledge Base
• Quarterly Processing Guide
• Filing Form 941
• Denver Occupational Privilege Tax (OPT)
• Tax Team Amendment Process
• Mail from Sharepoint
• Printing
• HubSpot Ticket Process 
• OH RITA Tax Payments 
• Processing Checklist (Tax)
• TPA Access - All Client Change Log
• Pending Tax Payment Review
• EFTPS Enrollment & Import PINs
• Tax Payment Audit Export 
• Georgia Banking – Approve files End of Day
• Bank Return - Georgia Bank 
• FileZilla - Georgia Bank Payments after 3PM MST
• Payment Processing – Georgia Banking File Transmission
• Printing - Fedex Label 
• EFTPS Batch Provider
• Payment Processing Checklist
• $100k Federal Tax Payment 
• Create Tax Payment E-Files