Q: Download Templates

<pre><code>Download our CSV templates to get started: - **Payroll Template:** [Link to: https://yourdomain.replit.app/api/template/payroll] - **POS Template:** [Link to: https://yourdomain.replit.app/api/pos-data/template] </code></pre>

Q: About Tipshift

<pre><code>tipshift is the most comprehensive FICA Tip Credit Management System designed to automate Section 45B tax credit calculations for employers in the food &amp; beverage, beauty, personal care, and delivery industries. </code></pre>

Q: How to rename uploaded payroll files?

<pre><code>## Renaming Uploaded Payroll Files You can easily rename any uploaded payroll file to give it a more meaningful name, such as "Q1 2024 Downtown Location" or "January Tips - Main Restaurant." ### To rename a file: 1. Go to the "Upload Data" page 2. Find your uploaded file in the "Recent Uploads" section 3. Hover over the file name to reveal a pencil edit icon 4. Click the pencil icon to enter edit mode 5. Type your new file name in the input field 6. Click the green check mark to save, or the red X to cancel 💡 **Quick Tip:** You can also use keyboard shortcuts - press **Enter** to save or **Esc** to cancel your changes. The renamed file will automatically appear with your custom name throughout the app, including on the Calculations page and in all reports. </code></pre>

Q: What is the Whitelabel Partner Program?

<pre><code>For CPA firms and resellers: - **Custom branding**: Your logo, colors, domains - **Commission tracking**: Earn on client referrals - **Client management**: Admin portal with analytics - **White-label domains**: Fully branded experience Contact support for partner program details. </code></pre>

Q: Gap Analysis - Detecting Under-Reported Tips

<pre><code>## What is Gap Analysis and How Does It Help Me? Gap Analysis is an advanced feature that automatically detects potential under-reported tips among your employees. When you unlock a calculation, TipShift analyzes payroll data to identify employees who may be reporting tips below IRS requirements. ### How It Works - **Automatic Detection:** Runs immediately after you unlock a calculation - **Multi-Method Analysis:** Uses sub-minimum wage checks, peer comparison, and historical trends - **POS Reconciliation:** Optionally compares payroll tips with POS transaction data for enhanced accuracy - **Confidence Levels:** Assigns high/medium/low confidence to each finding - **Remediation Guidance:** Provides specific recommendations for addressing gaps ### Why It Matters IRS audits often focus on tip reporting compliance. Gap Analysis helps you: - ✅ Identify and correct under-reporting before IRS examinations - ✅ Demonstrate proactive tip reporting compliance - ✅ Strengthen your audit defense position - ✅ Ensure employees are meeting minimum wage requirements **Note:** Gap Analysis results are included in your Audit Binder when gaps are detected, providing comprehensive documentation for IRS defense. </code></pre>

Question 1

Download Templates

Accepted Answer

Download our CSV templates to get started:
- **Payroll Template:** [Link to: https://yourdomain.replit.app/api/template/payroll]
- **POS Template:** [Link to: https://yourdomain.replit.app/api/pos-data/template]

Question 2

About Tipshift

Accepted Answer

tipshift is the most comprehensive FICA Tip Credit Management System designed to automate Section 45B tax credit calculations for employers in the food & beverage, beauty, personal care, and delivery industries.

Question 3

How to rename uploaded payroll files?

Accepted Answer

## Renaming Uploaded Payroll Files

You can easily rename any uploaded payroll file to give it a more meaningful name, such as "Q1 2024 Downtown Location" or "January Tips - Main Restaurant."

### To rename a file:

1. Go to the "Upload Data" page
2. Find your uploaded file in the "Recent Uploads" section
3. Hover over the file name to reveal a pencil edit icon
4. Click the pencil icon to enter edit mode
5. Type your new file name in the input field
6. Click the green check mark to save, or the red X to cancel

💡 **Quick Tip:** You can also use keyboard shortcuts - press **Enter** to save or **Esc** to cancel your changes.

The renamed file will automatically appear with your custom name throughout the app, including on the Calculations page and in all reports.

Question 4

What is the Whitelabel Partner Program?

Accepted Answer

For CPA firms and resellers:
- **Custom branding**: Your logo, colors, domains
- **Commission tracking**: Earn on client referrals
- **Client management**: Admin portal with analytics
- **White-label domains**: Fully branded experience

Contact support for partner program details.

Question 5

Connecting Your Payroll System with Finch

Accepted Answer

```

How to Connect Your Payroll System Using Finch

TipShift integrates with 270+ payroll providers through Finch, allowing you to automatically import payroll data instead of manually uploading CSV files. This includes major providers like Gusto, QuickBooks Online Payroll, ADP, Paychex, Rippling, and many more.

To Connect Your Payroll System

Navigate to the Integrations page from the main menu
Click the "Browse 200+ Providers" button
Search for your payroll provider by name (e.g., "Gusto", "ADP", "QuickBooks")
Click "Connect" on your provider's card
You'll be redirected to your payroll provider's login page
Sign in and authorize TipShift to access your payroll data
Once connected, return to the Integrations page to configure sync settings

✨ Benefits of Payroll Integration

✅ Automatic data synchronization - no manual CSV uploads needed
✅ Real-time employee directory and payment data
✅ Reduced errors from manual data entry
✅ Scheduled automatic syncs to keep data current

Managing Your Connection

View Connection Status: The Integrations page shows all active connections
Sync Data: Click "Sync Now" to manually trigger a data import
Disconnect: Use the "Disconnect" button to remove the integration
Reconnect: If your connection expires, click "Reconnect" and sign in again

Note: After connecting, payroll data is automatically imported and processed just like uploaded CSV files. You can view t

Question 6

Gap Analysis - Detecting Under-Reported Tips

Accepted Answer

## What is Gap Analysis and How Does It Help Me?

Gap Analysis is an advanced feature that automatically detects potential under-reported tips among your employees. When you unlock a calculation, TipShift analyzes payroll data to identify employees who may be reporting tips below IRS requirements.

### How It Works

- **Automatic Detection:** Runs immediately after you unlock a calculation
- **Multi-Method Analysis:** Uses sub-minimum wage checks, peer comparison, and historical trends
- **POS Reconciliation:** Optionally compares payroll tips with POS transaction data for enhanced accuracy
- **Confidence Levels:** Assigns high/medium/low confidence to each finding
- **Remediation Guidance:** Provides specific recommendations for addressing gaps

### Why It Matters

IRS audits often focus on tip reporting compliance. Gap Analysis helps you:

- ✅ Identify and correct under-reporting before IRS examinations
- ✅ Demonstrate proactive tip reporting compliance
- ✅ Strengthen your audit defense position
- ✅ Ensure employees are meeting minimum wage requirements

**Note:** Gap Analysis results are included in your Audit Binder when gaps are detected, providing comprehensive documentation for IRS defense.

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