Payroll Setup Forms

New Client Checklist


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  • Payroll Service Agreement (submit electronically below)
  • Company Setup Form (submit electronically below)
  • Employee Setup Form (submit electronically below)
  • Form 8655 (IRS Authorization - Submit by email)
  • Signature Card (Submit by email) 
  • Employee Setup

  • Company Setup

  • Agreement

  • Contractor Setup

  • Direct Deposit

Employee Setup

Acceptable alternatives to a voided check:

  1. Log into bank and search "Direct Deposit". A form should come up filed with your banking details. If no form comes filled in with bank info, go to #2
  2. While logged into bank, take a screenshot of the bank account details (including the routing number)
  3. Get bank statement and crop the top portion showing the account details.

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