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Payroll Setup

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New Clients

Please submit the following forms:

  1. Payroll Service Agreement – Commercial Businesses
  2. Company Setup Form – Commercial Businesses
  3. Board of Elections Onboarding – For Elections Workers’ Payroll (Organization Level)
  4. Employee Setup Form – Use Quick Hire or the Electronic Onboarding inside the system (login required).
  5. Form 8655 (IRS Authorization to eFile and ePay) – Submit via email
  6. Signature Card – Submit via email
  7. Payroll registers by quarter for this year shown by employee – (Upload to our secure portal)
  8. All the Year-To-Date quarterly payroll returns for this year – (Upload to our secure portal)

Employee Setup Form Notes

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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