Paychex

Thank you for your inquiry from [redacted] with [redacted] , LLCPaychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occur.Mr [redacted] inquired about charges received after cancelling services with PaychexOur records show that we were first notified of the client wanting to cancel Health and Benefits insurance services in December We subsequently cancelled the service effective December 31, 2016, and refunded the company as well as the employee for premium payments through payroll.We received notification to cancel COBRA service on February 16, This service will be cancelled today, February 20, and be effective as of December 31, 2016, the same date that the employer-sponsored health insurance was cancelled.After researching this issue, we discovered that [redacted] cancelled its health insurance policy directly with the insurance carrier in June 2016, but failed to notify Paychex, the administrator, until DecemberAs a result, we continued to charge for servicesAs a gesture of goodwill, Paychex will refund $of charges collected since July via ACH direct deposit into the bank account we have on file for [redacted] .If you have questions or need additional information, please contact me at ###-###-####, ext [redacted] , or by email at [redacted] Sincerely,Deb M [redacted] Client Services Supervisor

Thank you for your inquiry regarding [redacted] Paychex takes complaints from our clients and their employees very seriously, and we appreciate the opportunity to assist in the resolution of any disputes that may occurIn February 2015, Paychex was informed that a 402(g) return of excess (ROE) check for Ms [redacted] should not have been issuedThe ROE check for $9,was voided and the amount was reinvested into the plan on February 24, We wired the balance to the new recordkeeper on February 27, 2015; by then the balance was $9,107.45.Once the money was reinvested, Paychex prepared an earning analysis based on the Department of Labor (DOL) underpayment rateWe took the following into consideration:• January 21, - the original trade date the money was removed• February 24, -the trade date the money was placed back into the planThe earnings analysis based on the DOL underpayment rate was $This amount was funded by Paychex and a check was issued on March 30, to the plan administrator at the company addressIf you need additional information or have questions about this complaint, or Paychex' resolution of this complaint, feel free to contact me at ###-###-####, ext***.Sincerely, [redacted] Client Product Relations Representative

Thank you for your inquiry regarding [redacted] ***Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occur.It is my understanding that [redacted] stated they were charged for services never used and still continue to be charged for services after a request that their account be coded lost from Paychex serviceThe client is requesting a refund of all fees and assurance their account is closed with PaychexAs of this date, we have been unable to connect with the client to obtain further information regarding the complaintThe following contacts have been made:VM left on 11-15-at 8:AM CSTEmail sent 11-15-at 8:AM CSTEmail sent 11-16-at 9:AM CSTEmail sent 11-17-at 9:AM CSTVM left on 11-17-at 1:PM CSTWe want to resolve this matter to the client’s satisfaction, however, to do so, we require the following additional information:- What charges were promised to be refunded? - Additional descriptor for the 11/monthly fee seen on bank account Once we successfully reach the client, I believe the matter will be resolved to the client's satisfactionIf you have further questions, you can contact me at [redacted] Sincerely, Moira G*** Zone Implementation Manager

Thank you for your inquiry regarding [redacted] Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occur [redacted] has stated that Paychex services have not been provided in a timely or satisfactory manner, resulting in financial losses as well as damage to the business's reputation, and that Paychex has not been responsive to inquiries or concerns regarding these mattersAs of today, March 31, 2017, we have contacted the client and spoken by phonePaychex is working together with the client to determine funds allocationWorkers' compensation has been restarted, and payments are caught upWe've also promised to generate a spreadsheet of payments collected and liabilities paid to send to the client by Tuesday, April We have committed to [redacted] to continue to work together toward an amicable resolution, and therefore consider the matter closedOf course, if you have further questions, please contact me at ###-###-#### or [redacted] @ [redacted] .comSincerely, Julie OSrManager, Area Service

Hello, Please refer to the attached letter of response Missy P

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this does not resolve my complaint For your reference, details of the offer I reviewed appear below The credit that they gave us was for charges that they deducted without merit from our checking accountWe requested that they also credit us any administrative set up fees due to the fact that we did not use any of the services that we signed up forThe only service that we were satisfied with was the payroll processing that for two months was okayWe sent a written notice in November to have all of the services terminated on 12/31/We will never use Paychex again and will not refer any of our clients to them either due to the fact that they still do not seem to careWe paid over $to set up a service that was never used We only asked for half of that back Regards, [redacted] ***

I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this does not resolve my complaint For your reference, details of the offer I reviewed appear below I had to go to the Department of Revenue office and fill this out in personThe late charge I had to pay increased to $This is not good business I will not accept any resolution less than getting my money backRemember they charged my account for months without providing any serviceI'm not even going after thatRegards, [redacted] ***

Thank you for your inquiry regarding [redacted] IncPaychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occur It is my understanding that [redacted] Inc would like clarification in regards to the remittance of the premium collected from their account and sent to NYSIF as well as the service charges to the account As of this date, I have reviewed the premium collection from the clientPaychex collected a total of $and these funds were remitted to NYSIF on 11/15/This is the date of the regularly scheduled monthly remittanceAttached is a reconciliation of the collections from the client’s account along with the remittance information of the funds to NYSIFPer our notes, [redacted] spoke with the State of New York on 11/09/in regards to the premium collections and the state did not have record of these collectionsThis is strictly a timing issue as the funds were not remitted until the 15th of the monthAt that time, NYSIF applied the funds to the account I have also attached details of each invoice to the clientThe collection in November was due to a previous NSF for the Taxpay productPayment was made, a second NSF charge was incurred and then in subsequent invoice, you will note, it was refunded I believe the matter to be resolved to the client's satisfactionIf you have further questions, you can contact me at Mary S*** Sincerely,Mary S*** Operations Manager

Paychex has received and reviewed your communication dated December 29, about the complaint from [redacted] ***Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to assist in the resolution of any disputes that may occurMr [redacted] contracted Paychex to provide payroll services for Fun Unlimited of Utah’s Utah location in April In December 2015, he asked us to provide services for a second business location in IdahoMr [redacted] states that he received tax notices from the Idaho Department of RevenueWe asked Mr [redacted] to send us the notices to review; however, he has refused because he said that he had sent them previouslyHowever, we have no record of receiving them To resolve this matter, we contacted the Idaho Department of Revenue and confirmed the following: • On October 19, 2016, Paychex filed state unemployment insurance returns for fourth quarter and first and second quarters on behalf of Fun Unlimited of UtahOn December 6, 2016, Paychex also took responsibility for the penalty charge and paid $for the late filings • The Idaho Department of Revenue assessed Fun Unlimited of Utah a notice for missing returns for fourth quarter and first quarter and an estimated tax assessment for those quartersA levy for $was issued and subsequently pulled from Fun Unlimited of Utah’s bank account in July On October 19, 2016, Paychex remitted fourth quarter returns that showed a tax liability of $The Idaho Department of Revenue assessed penalty/interest charges of $and moved the remaining balance of $to cover the assessed tax for first quarter 2016; the agency has yet to receive the returnPaychex filed Form with the Idaho Department of Revenue on January 6, Once the agency receives the first quarter return, it will update the account and send a refund to the client We are willing to pay the penalty and interest of $resulting from this late filing as well as the bank levy fee of $We are also willing to pay any penalty or interest assessed once the first quarter Form is appliedIf you have questions, please contact me at [redacted] Sincerely, Tarey [redacted] Client Service Manager

Thank you for your inquiry from [redacted] with [redacted] ***Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to assist in the resolution of any disputes that occur.We’re very sorry that Ms [redacted] has been unhappy with the service she received from PaychexWe’re working diligently to research and resolve her concernsWe’ve been in contact with the California and Alabama tax agencies and have prepared submitted amended second quarter returns to California and Alabama on behalf of [redacted] ***However, our client subsequently notified us of an additional correction we need to make to first quarter 2016, so we will now need to prepare and file amendments to the amended returns we submittedWe will do so and hope to have this matter resolved as soon as possible If we’re unable to have the penalties waived, Paychex will take responsibility for paying any penalty or interest assessments related to this matterWe will also reimburse [redacted] ***., for the penalty payment our client already made to AlabamaIn addition, as a gesture of goodwill, we will increase our discount for payroll processing services to percent for the next year.If you require additional information or have questions, please contact me at [redacted] Sincerely, Laurie [redacted] Client Services Supervisor

Thank you for your inquiry regarding [redacted] ***Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occur.It is my understanding that Mr [redacted] stated that he was expecting a referral credit of $ for referring another customer to PaychexUnfortunately, Credits earned in the Name Dropper client referral program will be applied only to Paychex service feesThe referring client must process for a period on daysMr [redacted] closed his account with Paychex days after making the referralTherefore, disqualifying the referring fee Mr [redacted] also was concerned that he no longer had access to his online reportsEffective immediately he will have access to his online reports through June 29, 2018.If you have further questions, you can contact me at [redacted] Sincerely, Nelson R [redacted] Customer Service Manager

Thank you for your inquiry regarding [redacted] R [redacted] Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occur.It is my understanding that [redacted] R [redacted] stated he was not using our Time and Attendance Essentials product but was being charged monthly for the service none the lessHe also stated he was unable to get assistance in cancelling the product As of this date, one of our Support Supervisors has been in contact with the client directly over the phone and has cancelled the product and submitted a credit for $118.I believe the matter to be resolved to the client's satisfactionIf you have further questions, you can contact me at ###-###-#### Sincerely, Leigh H [redacted] Manager, Paychex Online Services

Thank you for your inquiry regarding Luminous Learners that you received from [redacted] Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to assist in the resolution of any disputes that may occur [redacted] noted in her complaint that Paychex did not file returns for her after she closed her account with usShe also stated that we attempted to charge her for the additional work required to perform this work.Paychex received an email from [redacted] on August 16, 2016, indicating that she'd hired a local payroll company to process payroll for the business because her lawyer had a good relationship with Fox Payroll, and she preferred the smaller local aspectShe did not mention she was closing the federal employer ID number associated with this businessAs a result, we treated the closure of her account the same that we would any business leaving Paychex, including refunding to Luminous Learners all tax money we held in escrow I apologize for the delay in responding to [redacted] , but we took appropriate action based on the instructions we received and correctly quoted the chargesWe are happy to assist [redacted] and walk her through filing her final returns (at no charge)Additionally, although we do charge extra for W-preparation, we are not scheduled to produce any W-2s for herWe are happy to walk her through this process as well if she likes We believe this explanation should resolve the matterOf course, if you have further questions, feel free to contact me at 508-698-9600, ext5242700, or [email protected], [redacted] Senior Manager

Thank you for your inquiry from [redacted] with [redacted] ***The previous dispute regarding the penalty amount of $for the 2nd quarter of was approved to be refunded on 2/16/based upon the letter from 02/03/requesting thisThis was done as a one-time courtesyThe new request to refund an additional amount of $is denied at this timeThe client has been notified numerous times regarding their filing frequencyThe client has been advised to contact the IRS and use the form they were sent stating the filing frequency has changed and provide that to MN StateOnce this is done, the penalty/interest can be requested to be removedThe client must contact Paychex in order to continue this processThank you for bringing this urgent matter to our attention If you have questions, please contact me at [redacted] Thank you for choosing Paychex.Sincerely, Emma M*** Client Service Manager Regional Service Center

I have reviewed the response made by the business in reference to complaint ID [redacted] , and find that this resolution is satisfactory to me Regards, [redacted] **

Thank you for the follmessage regarding [redacted] ***, and its owner [redacted] Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to assist in the resolution of this dispute.Paychex agreed to issue Ms [redacted] a refund from Paychex’ bank account if she were to sign a letter agreeing to repay us that same amount once she receives a refund from the IRSSince that time, Paychex drafted a revised letter to the IRS dated November 24, 2016, asking the agency to refund the money to Paychex directlyMs [redacted] signed the revised letter and the agency agreed to refund Paychex directlyWe then processed a refund of $7,to Ms [redacted] Paychex now considers this matter closedIf you require additional information, please feel free to contact me directly at 727-573-9649, ext Sincerely [redacted] Zone Implementation Manager

I’m writing to follow up with you regarding the second complaint from [redacted] of [redacted] .We understand that Mr [redacted] feels Paychex is placing the blame on him, but that’s not our intentionMr [redacted] requested to cancel his account in November; however, we didn’t process this change until December 2, 2015, which caused a minimum monthly charge to be assessed to his accountWe refunded this charge in January.The payroll specialist incorrectly believed that Mr [redacted] wanted us to prepare year-end documents, which included Forms W-processingWe’re unclear as to why there’s a misunderstanding here because when Mr [redacted] contacted us about the charges for preparing these documents, we refunded him both the Forms W-processing charge, and the postage charge for sending them back to PaychexWe do apologize that the refund process for both the minimum monthly charge and the Forms W-charge took longer than expected for him to receiveAccording to the statement that the sales representative “lied” to him about the pricing in 2014, Paychex has that pricing proposal that is in line with the services that we were charging him forThe expectation is that the sales representative represents Paychex following the Paychex Values and Guiding Behavior policiesIt’s possible that the sales representative didn’t stress clearly enough that the discount was only good for three months; however, when Mr [redacted] called us in to inquire about the increase after three months, the manager extended the discount for a full year in order to make up for any misunderstanding, and in an attempt to provide the best quality serviceIf you have questions, please contact me at ###-###-####, ext [redacted] , or [redacted] Thank you

Re: [redacted] ***, [redacted] ***Case: [redacted] Dear ***: Thank you for your inquiry regarding Jacqueline [redacted] of [redacted] Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to assist in the resolution of any disputes that may occur.Ms [redacted] requested that Paychex terminate the Paychex Benefits Account (PBA) and 401(k) plan for [redacted] and refund the administrative fees paidPaychex terminated the plan on March 28, $had been collected for the 401(k) and PBA administrative feesPaychex issued two refunds to Cloud4Device Technology Corp totaling $($on March 25, 2016, and $on March 1, 2016)Paychex did not refund any of the HR Services setup fees.Paychex now considers this matter resolvedIf you have questions or need additional information, please call me at ###-###-####, extThank you.Sincerely,Mary S [redacted] 401(k)/SClient Relations Representative

I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this does not resolve my complaint For your reference, details of the offer I reviewed appear below I HAVE CALLED the number on the message [redacted] , ext [redacted] and the number does not exist I have left a few emails with the company and waiting for a response I did NOT receive the amount indicated that they returned, but rather a measily $ I have done some calculations on what should be returned There should be a $credit for the excess charges that were charged per month for the services I did NOT provide In addition, I was charged $for the month of Feb AFTER I cancelled Dec 31st I assume some of this is for w2, but was quoted plus $per employee in which I had which brings the total to $121.25, thus I overpaid again by $ I have also had a number of issues with late payements to MT revenue in which I have been charged $was to have that credited ( I made phoine calls regarding this with no answer) and this doesnt include my time of alsmot hours in phone calls, AT LEAST per pay period to get something fixed I have emails upon emails to prove all of the contacts I have made with this company with NO FIX So, for starts I would like to see $128.28+99.20+in a credit That doesn't include my $500/hr Dr wages of all of the phones calls and emails I have made., We would be in a $1000's I also want to be sure my W-2s are correct since I am still paying my CPA to sort through all the mistakes, and again, that is going to cost me a tons of money! Regards, [redacted] Pc

Please review the attached document Kind regards, Mieux [redacted] Client Relations & Client Advocate Paychex Inc.I’m following up on an inquiry regarding [redacted] ***Paychex takes complaints from our clients and their employees very seriously, and we appreciate the opportunity to help resolve any disputes that may occur[redacted] , who works as an independent contractor for our client, received a CPnotice from the Internal Revenue Service (IRS) regarding incorrect information on his Form On September 14, 2015, we sent an amended Form to the IRS on Mr [redacted] ’s behalfcording to the IRS, for Mr [redacted] to resolve the CPnotice, he must send a letter to the IRS to respond to the notice and request processing of the amended Form The letter should enclose copy of the CPnotice and his amended Form The IRS will close the case after it processes Mr [redacted] ’s amended Form If you have questions, please contact me at [redacted] , or k***@paychex.comThank you Sincerely, Karen [redacted] Senior Branch Manager