Tier 2 Chat Support Template

QBO Payroll

T2 Chat Workgroup selection: CNX JON RMT T2 OL CORE

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Realm ID:

Realm ID: Payroll Service Level:

Standalone?

Yes

No

Auto Pay and File Status:

Auto Pay:

Yes

No

Auto File:

Yes

No

Verification

Verified Customer name

Caller's Name:

Are they the Principal Officer?

Yes

No

Customer Role:

Level 1 Verification Method:

Phone number

Email address

Company ID or realm ID

Government identifier

Level 2 Verification Completed?

Level 2 Details (2 Required)

Company ID (Online)

License Number (DT)

Business name

Business address

Phone number

Email address

Level 2 Details (3 Required)

Realm ID (CS Server)

Name of the Principal Officer

Principal's last 4 of SSN

Last 4 digits of EIN

Last 4 digits of bank account

Gross/net of last payroll

Case Number: Screenshare Code: Customer's End Goal: What is stopping them: Resources used: Troubleshooting done: What do you need Tier 2 to do for you:

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