Payroll Setup Forms
New Clients
Please submit the following forms:
- Payroll Service Agreement
- Company Setup Form
- Employee Setup Form
- Form 8655 (IRS Authorization to efile and epay) - Submit via email
- Signature Card - Submit via email
- Payroll registers by quarter for this year shown by employee - (Upload to our secure portal)
- All the Year-To-Date quarterly payroll returns for this year - (Upload to our secure portal)
Optional forms (if applicable)
- Contractor Setup Form (for employers with independent contractors also known as 1099s)
- Direct Deposit Form (to change or add new bank account)
Existing Clients Adding New Workers
To add a new employee or contractor, submit either one of these:
- Employee Setup Form
- Contractor Setup Form is applicable
- Timekeeping Questionnaire (if you'd like timekeeping to be setup)
Employee Setup Form Notes
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.