Tax Notice Process - Submit Ticket
From time to time, you may receive a notice from the IRS or state agency you process payroll in. The notice may be for informational purposes or to asses a fee for late or inaccurate payment/filing. In order for Green Leaf to assist in resolving the issue, we will need a copy of the COMPLETE tax notice your business received. Instructions to submit the notice are below but before submitting please verify the following information:
- Is this notice related to payroll:
- If yes, proceed.
- If no, please work with your CPA. Green Leaf will only work on payroll-related notices.
- Is the time frame of the notice within the processed first check date your entity started with Green Leaf.
- For example, your company started processing payroll with a different provider and didn't start with Green Leaf until the 7/3 check date. If the notice is dated for Quarter 1, Green Leaf would not be able to help, but if the notice is anything in Quarter 3 or later, we can assist. The government will look for liability based on check date, not pay period.
- Quarter 1 Check Dates: 1/1 through 3/31
- Quarter 2 Check Dates: 4/1 through 6/30
- Quarter 3 Check Dates: 7/1 through 9/30
- Quarter 4 Check Dates: 10/1 through 12/31
To submit a tax notice, please create a ticket by clicking please include your company short name and best contact information. See the below example for ticket criteria to complete.
Once the ticket is received, the tax department will investigate the notice and upon resolution, the tax department will reach out with details surrounding the notice and any action taken. Please allow up to 2-6 weeks for a full resolution, depending on the agency involved and the complexity of the situation.
Thank you!
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