Certification
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Individual Requirements
Each employee needs to complete tax certification. Certification consists of the following steps:
1. Obtain your 2025 PTIN 2. Complete all training modules in DayForce. 3. Attend 3 webinars (one per subject) 4. Complete 3 out of 6 practice problems. Once you have completed all these steps you will be certified to do taxes and eligible for prizes throughout the year. Office Requirements
1. Call last 3 years tax customers by December 20th.
2. Complete 25 Taxpayer Info Sheets or send 25 Portal/App links. 3. Review tax goals with DM. |