Telephone Ordering

Any questions about the PeopleSoft Payroll for North America Tax Forms Program, contact us today!

1.  Contact the KAY Enterprises at 510.508.0638 with your PeopleSoft contract number PS1623 and customer number 1485 in order to receive the Oracle/PeopleSoft discount pricing. For additional information contact Steve Young at 510.508.0638 or Kristine at 925.389.6305                                                                      Email Steve Young@ Proforma.com

Download Fax Ordering Form

2.  We prefer credit card orders. We accept VISA, MasterCard, and American Express.

3.  Please have the following information ready before calling:

  • Credit card type, credit card number, expiration date, and name as it appears on the card
  • Billing address and attention line
  • Shipping address and attention line
  • KAY Enterprises form number(s)
  • Purchase order number
  • Any other information your company requires for processing transactions.

4.  If you are a tax exempt customer please let the representative know.

  • If you are not tax exempt, proceed with the order.
  • *Reminder: KAY Enterprises will not guarantee tax credit for misrepresentation of non-exemption. Therefore, if NO is answered, KAY Enterprises will bill for tax and adjustments for exemption will not be made after Dec. 31st.*
  • If you are a tax exempt company, fax a tax exemption certificate to 925.217.4705 for your order to be processed. You must fax an exemption certificate for each order placed. Failure to do this will delay your order.

5.  If your order is over $1000 please fax the appropriate credit information (bank and trade references) to 925.217.4705. Failure to do this will delay your order.

6.  Orders for Pressure Seal items PSLW287PS and PSLW287PSBF cannot be placed by phone due to the required imprint information. Please see question 13 in the Frequently Asked Questions section below for details.

7.  All standard orders will ship within 48 hours from our various distribution facilities. Imprint orders will take longer to process. Please let the representative know if you need to make special shipping arrangements (i.e., FedEx, or a specific carrier).

8.  The representative will supply you with an order confirmation number. You can use this number to call back our customer service center to check on order status and to track your orders.

 Remember to place your orders early (by November 15) to ensure that the forms are in stock. 
Don't forget to order your W-2C forms.
When you receive your tax forms IMMEDIATELY check for accuracy.
Authorization must be received prior to any returns. See Return Policy section. 
No returns after December 1, 2017.

 

Fax Or Email Ordering

FAX #: 925.217.4705     EMAIL: Steve.Young@Proforma.com

Download Fax Ordering Form

1.  CUSTOMER NUMBER Field

  • The first number (1485) refers to the Oracle/PeopleSoft account. This number must be used to receive the program discount pricing.
  • The second number refers to the "SOLD TO" field. This is where the bill will be sent.
  • The third number refers to the "SHIP TO" field. This is where the product(s) will be sent.

2.  CONTACT NAME Field

  • Enter purchaser's full name.
  • Enter the telephone number where purchasing person can be reached.

3.  ATTN Field

  • Please specify the name and/or department of receiving party.

4.  TAX EXEMPT Field

  • If you are not tax exempt circle NO and proceed with the order.
  • *Reminder: KAY Enterprises will not guarantee tax credit for misrepresentation of non-exemption. Therefore, if NO is circled, KAY Enterprises will bill for tax and adjustments for exemption will not be made after Dec. 31st.*
  • If you are a tax exempt company circle YES and fax a tax exempt certificate along with your order form for your order to be processed. You must fax an exemption certificate for each order placed. Failure to do this will delay your order.

5.  PURCHASE ORDER # Field

  • We will not be able to process an order without a purchase order #. If you do not use purchase order #'s, your name is sufficient.

6.  SHIP VIA / SPECIAL INSTRUCTIONS Field

  • Please specify if the order needs to be delivered by a specific carrier and/or special shipping or delivery methods. For example ground, next day air, inside delivery or delivery at receiving dock, etc. If you do not need special shipping, indicate "Best Way."

7.  PREVIOUS ORDER Field

  • This specifies what was ordered last year. If this year's order is exactly the same, write "same" in the New Order Field.

8.  CREDIT

  • If your order is over $1000, please fill out attached credit application for your order to be processed. Failure to do this will delay your order.

9.  SELF-MAILER ITEM PSLW287PS & PSLW287PSBF

  • Orders for these items require additional information. Please refer to question 13 in the Frequently Asked Questions

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