📑 Compliance & Client Support Forms
Please use the forms below to ensure all client-facing data and compliance concerns are handled accurately and efficiently. Each form serves a specific purpose and should be submitted by the appropriate department when applicable.
🔧 Client Portal / THS Data Discrepancy Form
Use this form if you notice any discrepancies in the refund status displayed in the Client Portal or Pipedrive, especially if the information conflicts with IRS transcripts or what the client has communicated.
Submit this form to the Compliance Team to initiate a correction.
🔗 Submit Data Discrepancy Form
📬 IRS Denial / Rejection Letter Form
This form is used for clients who have received an IRS disallowance notice and wish to appeal the decision.
We also use this opportunity to confirm or update the client’s business and contact information to ensure accurate communication moving forward.
🔗 Submit Rejection Letter Form
🛠️ Compliance Customer Service Request Form
Submit this form to create a ticket with the Compliance Team for any of the following issues:
- ERC calculations
- IRS notices
- Due diligence requirements
- Refund status inquiries
- Other compliance-related concerns
🔗 Submit Compliance Request
📝 Eligibility Clarification Form
If a client expresses uncertainty or concern about their eligibility for the ERC (Employee Retention Credit), direct them to this form.
This allows the client to provide additional context about how their business was impacted, ensuring thorough review and documentation.
🔗 Client Eligibility Clarification Form
