BEFORE YOU GET STARTED

Please gather all required items. Use the provided hyperlinks for additional information or access to the forms.

Be prepared to upload the following forms:

1. Federal proof

2. Company Banking information

Download and complete the demographic spreadsheet:

3. Employee demographic information

Click on each document below to complete and sign it:

4. Limited Power of Attorney

5. ACH Authorization Form

Do you have your state unemployment and state withholding (if applicable) account numbers?

If so, you will be able to enter them in the next step.

Should you need help with the registration process, we recommend using our trusted partner, CorpNet, which can assist with setting up these accounts on your behalf. Click here and select “Registration for Payroll Tax.”

INDENTIFYING NUMBERS AND FREQUENCIES

Federal EIN *

Federal Tax Deposit Frequency *

Semi-Weekly

Monthly

What state do you do business in? *

Have you registered your business with the state? *

YES

Need some guidance on deposit frequencies? Click here

State Withholding ID #

State Withholding Deposit Frequency

State Unemployment ID #

State Unemployment Tax Rate

TELL US ABOUT YOUR COMPANY

Company Legal Name *

DBA

Address

Street Address

City

State

Country

Postal code

Executive Contact *

Executive Title *

Executive Email *

Executive phone *

Payroll contact (If different from Executive Contact)

Contact Title

First Name

Last Name

Phone

TELL US ABOUT YOUR PAYROLL

Pay Frequency *

Monthly (12)

Semi-Monthly (24)

Bi-Weekly (26)

Weekly (52)

Next Check Date *

Period End Date *

Do you need some guidance? Click here

EMPLOYEE INFORMATION

Have you paid employees this year? *

Yes

If yes, please provide the following:

For each prior quarter, provide:

Employee-level summary: hours and earnings by earning code.
Employee taxes: withheld amounts by tax category and jurisdiction.
Employer taxes: liability by tax category and jurisdiction.
Compliance documents: federal and state tax filing packages.

For the current quarter, provide (by pay period, per employee):

Pay date
Hours and earnings by earning code
Employee taxes withheld (by tax category and jurisdiction)
Employer tax liability (by tax category and jurisdiction)
Proof of tax deposits

*While each payroll system is different, this data can typically be found on the payroll journal/register report, a tax report for each period, and the quarter-end tax returns

If No, Please Download Employee demographic information spreadsheet and complete all fields.

DATA AND FORM UPLOAD

Please upload the following information:

Federal proof *

Banking Information *

Employee Spreadsheet *

Current Quarter Payroll/Tax Information

Prior Payroll/Tax Information

Signature of Authorized Party *

Clear

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.