Client Forms: State Tax Business Registration

Overview

The purpose of the State Tax Business Registration form is to have a client sign off on SDP registering for a client's State Tax Account on their behalf. This form is used to provide the Tax Department pertinent information such as the main Contact Information, Company Information, Tax Registration Information, and login information for the applied State Taxes. This process is completed manually by the Tax Department at a Fee of $200.00 per State requested. 

CSR Expectations

The Expectations from Customer Service when a client requests SDP to register their company with a specific Tax Agency is that the full attached form is filled out completely (unless otherwise specified to keep blank). If there is any missing information, the Tax Department may send the CRIS Ticket back and request the client to fill out the form again. 

Once the State Tax Business Registration form has been filled out completely and signed by an Authorized Contact of the company, attach the Registration form to your CRIS Ticket and email the client the following for moving forward with assistance from the Tax Department: 

Thank you for sending in your State Tax Business Registration form.   This Tax Form has been assigned to our Tax Department for research. A Tax Department Representative will contact you within 5 Business Days with an update on your case and an estimated time of resolution. 
Note - During Quarter and Year End tax filing months, response turnaround time is increased to 15 Business Days.

Please feel free to contact us and reference ticket# {Ticket#} if you have any further questions regarding this issue.

Assign this ticket over to Tax Queue with proper formatting.