SurePayroll Client Escalations

Paychex to SurePayroll Client Escalation Request Form: This form streamlines resolution for SurePayroll client escalations that are brought to the attention of Paychex sales.

NOTE: anything with an * is a required field

Submitter Information

*Submitter Name:

*Submitter Email:

*Submitter Manager:

*Submitter Department:

*Sales District:

 
Client Information

*Client Name:

*Client Contact Name:

*Client Phone Number:

*Client FEIN:

BCL#:

Case#:

 
Partner Information

T-code:

*Firm Legal Name:

*Firm Contact Phone Number:

*Firm Contact Email Address:

*Firm Contact:

 
Qualifying Questions

*Clearly, with as much detail as possible. explain what the CPA is requesting: