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)
Acceptable alternatives to a voided check:
- 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
- While logged into bank, take a screenshot of the bank account details (including the routing number)
- Get bank statement and crop the top portion showing the account details.
Company (Employer) Setup
Read before you fill out this form ....
Have a voided check scanned into either image or .pdf before you start filling out these forms. The name of your business but be shown on the voided check.
Self-typed account details alone (in the set-up form below) does not suffice.