Paychex

Thank you for your inquiry from [redacted] with [redacted] Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occur.Ms [redacted] submitted a complaint about Paychex not filing Florida state unemployment insurance (SUI) returns for 4th quarter On October 18, 2016, Ms [redacted] (owner) notified her payroll specialist that [redacted] was adding Florida employeesWe provided Ms [redacted] with a link to the Florida Department of Revenue website to apply for an SUI identification number (ID) and submit a form to grant Paychex Power of Attorney so that we would be authorized to remit taxes and returns on behalf of [redacted] .On November 23, 2016, Ms [redacted] emailed us to say that she had applied for an ID with FloridaHer payroll specialist replied to remind her that we still needed to receive the ID and Power of AttorneyOn January 12, 2017, we received the Florida SUI ID number, but not the Power of Attorney.Ms [redacted] (Controller) contacted us in February to inquire why [redacted] was not yet active on our automatic tax payment service for 4th quarter We confirmed that it was because we did not have the Power of Attorney for Florida SUI stillThe Power of Attorney was sent to Paychex on February 28, by Ms [redacted] We were then authorized to file taxes and returns as of 1st quarter Paychex was not authorized to file for tax periods before this dateWe did not file returns or remit taxes for fourth quarter because we did not have the signed Power of Attorney, and we did not have a tax ID for [redacted] Upon researching this issue, we also discovered that [redacted] had entered the Florida employees for the state of Texas in error, so we did not create a tax return for Florida.We offered to prepare a return for Florida and an amended return for Texas to transfer the wages from Texas to FloridaHowever, we would need to charge [redacted] for the cost of preparing the amended returnAs a gesture of goodwill, we offered to arrange for the transfer of wages from Texas to Florida at no cost.Paychex cannot take responsibility for any penalties or interest incurred for late payment of Florida taxes because we did not have Power of Attorney and ID number we needed to file for the client by the due dateIn addition, our client did not enter the employees for the correct state in time.If you have questions, please contact me at [redacted] Sincerely, Alicia [redacted] Client Services Supervisor

Thank you for your inquiry about [redacted] ’s [redacted] Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to assist in the resolution of any disputes that occurOur client’s complaint stated that Paychex filed a Form for the organization when we should have filed a Form Paychex has documentation from the Internal Revenue Service that supports the filing of the Form for [redacted] ’s [redacted] We filed the Form on time We closed this client’s account in February due to non-paymentIn May 2016, [redacted] ’s [redacted] provided Paychex with a tax notice from the IRS stating the company should have filed a Form It was at that time, after closing the client’s account, that Paychex became aware of the filing status changeIt is our contention that Paychex performed tax services as agreed per our contract with [redacted] ’s [redacted] Because we do not hold Power of Attorney for this client as of February 2016, [redacted] ’s [redacted] must work with the agency directly to resolve the notice Of course, if you require additional information or have questions, please contact me at [redacted] , ext [redacted] Sincerely, [redacted] *** Client Services Supervisor

Thank you for your inquiry regarding [redacted] ***, [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 that he has contacted Paychex on different occasions to get his Wtax information and has not been able to get the information requested.As of, 3/21/2018, the Wtax information has been sent to the email address that Mr [redacted] providedI have spoken with Mr [redacted] and he is aware that it was sent I believe the matter to be resolved to the client's satisfactionIf you have further questions, please feel free to contact me Sincerely, David M [redacted] Client Service 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.It is my understanding that [redacted] ***stated Paychex agreed to reimburse all service fees and to return taxes collected, but continued to remove monthly service fees for services not rendered.As of this date, Paychex has processed the cancelation of services and returned $in service fees collected in error I believe the matter to be resolved to the client's satisfactionIf you have further questions, you can contact me at [redacted] Sincerely, Nick [redacted] Client Service Manager, Online Services

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 Paychex NEVER sent me anything regarding the price increase Had I known I would have cancelled and signed up with another service PRIOR to processing the payroll.Also, as previously stated, had I known I was going to be charged for the Wbeyond the year period I would have instructed Paychex NOT TO PREPARE IT I am a CPA and I am capable of doing my own Winstead of paying the exorbitant amount that Paychex charged.PAYCHEX IS LYING TO YOU because there was never any notification of the price increase and I never agreed to being charged for the W Regards, [redacted]

Thank you for your inquiry from Ms [redacted] , owner of [redacted] T [redacted] Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occur.For your reference, I’ve enclosed the complaint against Paychex, Inc (“Paychex”), which asserts that [redacted] T [redacted] ’s Paychex representative was not responsive, and Paychex did not provide Forms W-and W-7.I contacted Ms [redacted] on April 19, to apologize for this situation and to clarify some of her concernsI explained that Paychex does not create year-end forms and returns for clients who leave mid-year and continue paying wages through another payroll provider because typically the new provider would complete and file the returns at year-endMs [redacted] admitted that when she left our service, she didn’t tell us that she wouldn’t have wages for remainder of and, therefore, would not have another payroll providerI let her know that we created the returns and forms in question and will email them to her on April pending a verification of accuracyI will continue to work with Ms [redacted] until this is resolved.If you have questions, please contact me at ###-###-####, ext [redacted] or [redacted] Sincerely,Sue M***Senior Regional Service Center Manager

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 belowThe person writing the response has never even contacted me There are no refunds issued They wont even come to the phone Finally this past Friday I was able to get more answers about what taxes they paid First of all they held on to over $8K for more than days from the day they are saying they gave me the money back NOT TRUE And then it wasnt everything so I have had to call them every day to try and talk to anyone about this so that we could understand why they didnt refund everything Then after being hanged up on multiple times supposedly disconnected after being transferred multiple times I got someone that emailed me that information But that just happened after I spend countless hours and days trying to get someone on the phone that could explain No refunds on any fees have been offered much less refunded and if they dont even call me or come to the phone I doubt they will even issue no refund on anything And in fact that is going to increase on interest penalties since I have not been able to pay yet since my new payroll company ADP didnt know what they were supposed to payThen to add more to the issues that have not been resolved, we have also been dealing with them putting employees under Georgia that work in Tennessee and that always only worked in Tennesse ADP needs them to fix that on their end if not this is going to be an issue that will cost me more time and money at the end of the year That manager didnt even talk about this issue which is a big one for me and most importantly for my employees! Last but not least that person LIED on that replied I did NOT change the bank account We have not used that account since we closed it over a year ago In fact every two weeks they had been using the right accounts and screwed up then when setting that new employee They owe me for that to! They cant just lie and say I change bank accounts because that didnt happenI have attached some documentation but I can attached more It seems to me that this big company just wants to take advantage of another small business owner and I wont stop until I get more on fees and interest refunded plus all the issues actually fixed Regards, [redacted]

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 A representative from Paychex has contacted us and we are trying to resolve the issue but it has not come to an end yetThey claimed to have fixed the error with the IRS but have not provided us with documents proving their claimTherefore, our issue is still pending Regards, [redacted]

Thank you for your inquiry from [redacted] ***, with [redacted] , IncPaychex takes complaints from our clients and their employees very seriously, and we appreciate the opportunity to help resolve any disputes that may occurMs [redacted] submitted a complaint regarding our tax payment policy and how we handled her concerns about the penalty notice [redacted] , Inc., received for liability due to [redacted] Employment DepartmentWe subsequently confirmed that Paychex can only handle payroll-related tax payments and filings for tax periods when our clients are enrolled on our [redacted] ® serviceWe are not authorized or responsible for paying any liability due from clients prior to when they start Paychex services or when they are not active on [redacted] In addition, clients are responsible for notifying us of any tax rate or frequency changes or other agency notifications that the client receivesClients must also review their payroll records on an ongoing basis and notify us of any discrepancies as soon as possibleWe contacted [redacted] Employment Department and confirmed that the missing payments were for 2015, before [redacted] engaged Paychex and before it was active on [redacted] Ms [redacted] understands that [redacted] , Inc., is responsible for the liability and any associated penalty and interest dueI provided her with the phone number to contact the agency directlyWe believe this matter is now resolvedIf you have questions, please contact me at ###-###-####, ext [redacted] , or [redacted] @ [redacted] .comSincerely, Yocely GClient Service Manager

Thank you for your follinquiry regarding [redacted] Jr., LLCPaychex takes complaints from our clients very seriously, and we appreciate the opportunity to assist in the resolution of any disputes that may occur.The tax collections on March 25, 2011, and September 30, 2011, that Mr [redacted] previously pointed out in his bank statements, were for payments of federal income tax, federal unemployment tax, and Georgia unemployment tax [redacted] Jr., LLC was on our Taxpay® service for federal income tax, federal unemployment, and Georgia Unemployment; therefore, we collected and remitted payments to those agencies on his behalf.The company was not on Paychex Taxpay service for Georgia withholding at that time, because we didn’t receive a Georgia state identification number from Mr [redacted] until December, As a result, [redacted] Jr., LLC, was responsible to collect and remit payment directly to the agency prior to December 30, 2011.For reference, I have enclosed the notification from the Georgia Department of Revenue indicating the agency assigned the Georgia state identification number to [redacted] Jr., LLC, on November, 2011.If you have questions, please contact me at ###-###-####, ext [redacted] , or [redacted] Thank you for your considerationSincerely,Cheri C***Branch Manager

Please review attached document Kind regards, Mieux [redacted] Paychex Client Relations/Client Advocate

Please review the attached documentKind regards, Mieux W [redacted] Paychex Client Relations/Client AdvocateNovember 11, 2016Revdex.com, IncBryant Woods SouthAmherst, NY 14228Attn: ***, Complaint HandlerRe: [redacted] **Case: [redacted] Dear ***: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.This client attempted to close her Paychex account, and in doing so was billed inappropriatelyWe have reviewed the account and have credited the balance owed of $We truly regret the inconvenience.Paychex considers this matter closedOf course, if you have further questions or need additional information, please contact me at [redacted] , ext [redacted] , or [redacted] Sincerely, Dianna [redacted] H [redacted] Implementation Manager

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 occurPlease extend our apologies to Ms [redacted] for any inconvenience she experienced leading up to canceling her Paychex serviceAs a result of the oversight, we attempted to debit additional funds from Ms [redacted] 's bank accountWe have since credited Ms [redacted] 's account for the total charges of $Ms [redacted] 's account balance is zero and we have not generated any further charges or made any collections since January, I regret any inconvenienceIf you have questions or need additional information, please call me at ###-###-####Thank you for your assistance.Sincerely, [redacted] Senior Client Relations Analyst

Thank you for your inquiry regarding our client [redacted] Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occur.We contacted Ms[redacted] of [redacted] on February 28, 2017, to discuss the Employer Shared Responsibility (ESR) requirementsShe informed us that their email server was blocking Paychex emailsThis has now been corrected and Paychex ESR Supervisor, Carol R [redacted] is working with Ms [redacted] on the form 1095C corrections.Ms [redacted] communicated (attached) that she would be removing the Revdex.com complaint.Of course, if you need further information, please contact me at ###-###-#### or email at [redacted] Sincerely, Mieux W [redacted] Paychex Client Relations/Client Advocate

Paychex is in receipt of your letter regarding a compliant from [redacted] on October 21, Paychex takes complaints from our clients and their participants very seriously, and we appreciate the opportunity to assist in the resolution of any disputeIn summary, Mr [redacted] contends that he requested (k) plan cancellation and a refund for improper billing, but has not received the refundI have carefully reviewed the facts of this matter and the allegations as stated in the complaintPaychex contacted Mr [redacted] to discuss the status of the (k) plan and any further action needed for a full closure of the participant accounts on the planAt this time, Paychex will be refunding a total of $to Mr [redacted] Additionally, we contacted the last participant in the plan directly to assist with the removal of his (k) assetsAt this time we are not aware of any further issues with the account and believe that the issue has been resolved to the satisfaction of [redacted] It is also Paychex' understanding that Mr [redacted] filed this Revdex.com complaint prior to Paychex and Mr [redacted] reaching resolution of these mattersIf you require additional information or have questions about this complaint or Paychex' resolution of this complaint, please feel free to contact me directly at ###-###-####.Sincerely, [redacted] QKAPaychex, Client Relations

Thank you for your inquiry about [redacted] , IncPaychex takes complaints from our clients very seriously, and we appreciate the opportunity to assist in the resolution of any disputes that may occurMsThompson’s dispute concerns the $1,transfer fee that Paychex charges clients who leave our serviceWe notified our client of the transfer fee in the Retirement Plan Fee Disclosure Statement, which we mail to clients and post on the Paychex websiteThe disclosure states that there is a $1,plan transfer fee Ms [redacted] ’s complaint was that the transfer fee was collected from plan assets instead of the business bank accountPaychex is in the process of returning the assets to the plan and collecting the $1,from the business bank account per MsThompson’s requestOnce we complete this transaction, we consider this matter closed Of course, if you require additional information or have questions about this complaint or its resolution, please feel free to contact me at 800-472-0072, ext Sincerely, Mary S [redacted] Client Relations Manager

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 This is not acceptableYour practices are deceitful at best and your representatives not forthcomingIt's poor customer serviceI feel extremely taken advantage ofChoosing not to refund us anything is most certainly your choice, however, please know that my issues have not been resolvedAs a member of the business community in this area I will strongly recommend against the use of Paychex due to my experiences and your inability to rectify my issues in a matter acceptable to myself Regards, [redacted]

Paychex is in receipt of your letter of 05/24/2016, and complaint from Lori [redacted] with [redacted] , IncPaychex takes complaints from our clients and their employees very seriously, and we appreciate the opportunity to assist in the resolution of any dispute.Ms [redacted] is disputing the $1,transfer fee for Paychex clients who leave Paychex payroll and 401(k) servicesPaychex previously notified our client of the $1,transfer fee stated in the Retirement Plan Fee Disclosure Statement available on the Paychex website.Ms [redacted] ’s complaint was that the fee was charged to her business account with no details or correspondence from PaychexOn May 3, 2016, Paychex spoke with Ms [redacted] about the $1,fee that was originally charged from the plan assetsShe indicated that she wanted the funds to be returned to the plan and verbally gave authorization to collect from the business bank accountOn May 5, 2016, Paychex received the enclosed signed letter of direction on company letterhead directing us to collect the $1,from the business bank account I have since spoken with Ms [redacted] and reviewed this matter with her I also reviewed with her the process of transferring funds to her new record keeper, as well as provided a report with the details of the wire transferWe believe this issue is now resolvedIf you require additional information or have questions about this complaint or how Paychex handled it, please feel free to contact me at 800-472-0072, ext Sincerely, Mary S [redacted] Client Relations Manager

To: Whom it may concern, Thank you for your inquiry regarding [redacted] Tax (" [redacted] ")Paychex takes complaints from our clients very seriously, and we appreciate the opportunity to help resolve any disputes that may occurPaychex understands that [redacted] [redacted] has alleged that Paychex was responsible for collecting and remitting its Arizona State taxes, but failed to do so in the proper amounts between 1/1/to 8/21/ [redacted] claims that as a result, the Arizona Department of Economic Security ("DES") levied its account on October 4, in the amountof $17, [redacted] is requesting a reimbursement for the same amount from PaychexPaychex was first notified of [redacted] 's claim on August 21, Since that time,Paychex has been working with Maurice W [redacted] and Jasmine W [redacted] from [redacted] to investigate and resolve its issues with its Arizona State taxesInitially, it was suspected that the levy was related to [redacted] 's failure to provide Paychex with its correct State Unemployment Insurance ("SUI") identification numberHowever, Paychex confirmed that the tax payments it made on behalf of [redacted] (at the rates communicated by [redacted] [redacted] ) were applied to the proper DES account, despite [redacted] 's failure to provide Paychex with an accurate SUI identification number Based on Paychex's further investigation, we have found that the additional taxes owed by [redacted] to Arizona State did not arise from a Paychex errorRather, the amountlevied by the State from [redacted] 's account was for back taxes attributable to rate increases that were not communicated to PaychexContrary to [redacted] 's claims, Paychex has no record of receiving the DES tax rate notices, nor has [redacted] provided the notices to PaychexIn any event, under [redacted] 's agreement with Paychex, [redacted] was solely responsible for communicating its tax rate to Paychex and reviewing its reports to ensure accuracyPaychex has been attempting to assist [redacted] with resolving its State tax issuesAt Paychex's request, [redacted] 's representative delivered a copy of the DES notice it had received to our Phoenix, AZ office on September 1, The local branch sent a copy of the notice to Paychex's Penalty and Abatement Center department for further investigation and assistanceDuring that investigation, on September 13, [redacted] notified Paychex by phone that it had received a levy noticePaychex advised [redacted] to call the State to place a hold on its account to allow time for further investigation and potential resolutionWe understand that [redacted] failed to request a hold on its account, resulting in the execution of the levy by the State Paychex denies that it offered to reimburse the client $17,to resolve this issue, as Paychex would never be responsible for paying [redacted] 's tax obligationsHowever, Paychex did offer to assist [redacted] by attempting to obtain an abatement for the penalties and interest assessed by the State [redacted] rejected Paychex's offer of assistancePaychex continues to be willing to assist [redacted] with efforts to seek an abatement and, under separate cover, we are conveying an additional offer to resolve thismatter to [redacted] Please let us know if you need any other information or assistance from Paychex If you have further questions, you can contact me at [redacted] Sincerely, Ellie M***Client Service Manager

Thank you for your inquiry about Ms [redacted] G [redacted] Paychex takes complaints from clients very seriously, and we appreciate the opportunity to assist in the resolution of any disputes that may occur Ms [redacted] contests that we collected funds without authorization and contends that the policies were not cancelled in a timely mannerOur client was enrolled in two payment services within the Paychex Agency Inc.: • Workers' Compensation (WC) Payment Service - a budgeting tool to help clients manage premium payments for workers' compensationWe make collections each pay period that are based on a calculation that incorporates estimated annual wages, state surcharges/credits, and correct classification of employees.• Business Insurance Payment Service – a budgeting tool to help clients manage installment payments for the Business Owner's Policy (BOP)We make installment payments monthly that are based on the estimates given by the client at the inception of the policy.At the end of each policy term, the carrier completes an audit to determine if there are additional debits or credits necessary on the account.Paychex Insurance Agency (PIA) secured WC coverage for our client through [redacted] effective November 20, 2015, and began payroll collections from our client on November 25, We secured coverage for the BOP from [redacted] in December, 2015, and began making payroll collections from our client on January 22, 2016.We continued to process payrolls for our client through the beginning of April, 2016, and successfully collected insurance premiums for the WC and BOP coveragesStarting with the April 1, 2016, payroll, we were unable to collect the WC premiums and canceled the WC policy effective May 21, 2016; the BOP remained active.On July 26, the client notified us that all coverages should be cancelledWe immediately sent a BOP cancellation form to Ms [redacted] and canceled the BOP, effective May 21, The carrier audited the workers' compensation policy and determined that the client still owes $We were unable to collect these funds; therefore, we turned the matter over to the carrier for collections [redacted] is also pursuing collections due on the BOP.Paychex is no longer pursuing collections for either policyThe carrier can independently pursue collections to make the policies wholeWithout direct notification from the client, we cannot cancel the insurance policies, as it requires a signed loss policy release form If you have questions, please contact me at 585-338-or [redacted] Sincerely, Mary [redacted] Manager, Property and Casualty Operations