What Should I Do When I Receive a Tax Notice?
If you are a Full-Service Payroll Customer of Patriot Software, and you have received a tax notice, you will need to inform Patriot so that our Tax Team can review the notice and confirm your account is properly set up.
To Upload a Tax Notice in Patriot Software
We recommend you upload a copy of your tax notice to Patriot, so that our Tax Team can review the actual notice.
- Go to Settings > Account Activity > View/Upload Files to Support
- Choose the file from your computer.
- Add a description. Please include the words “Tax Notice” so that it gets routed to the correct team.
You may also attach the tax notice to an email and send to our Tax Team directly at firstname.lastname@example.org
Our Tax Team reviews tax notices in the order they were received. If you have sent more than one tax notice, keep in mind that we may not review both of them at the same time if they were sent to us at different times. Our team will respond to you via email with a detailed explanation of the notice and any action you need to take to resolve any issues.