Get New Client Setup Form

Completing the New Client Setup Form online is a straightforward process that ensures your information is accurately recorded. This guide will walk you through each section of the form, providing helpful details to assist you in filling it out correctly.

Follow the steps to complete the New Client Setup Form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the client name, which should reflect the true name of the business, such as the corporation or proprietor’s name.
3. In the State Employer Identification Numbers section, input the State Withholding number and State Unemployment number as required.
4. Fill in the DBA (Doing Business As) field with the name under which the business operates.
5. Provide the payroll contact's first and last name in the Payroll Contact field.
6. Indicate the ownership type in the Ownership section, specifying whether it is a Corporation, Sole Proprietor, or Partnership.
7. List the main phone number and fax number for the payroll contact.
8. Specify the pay periods per year by choosing from the options given: Weekly, Bi-Weekly, Bi-Monthly, or Monthly.
9. Enter the Federal EIN and state(s) of withholding in the appropriate fields.
10. Complete the Tax Address section with the relevant information.
11. Enter the email address for correspondence.
12. Provide checking account information, attaching a copy of a canceled or voided check and listing the starting check number.
13. If the delivery address differs from the Tax Address, fill in the Delivery Address section.
14. Indicate whether AccuChex should deposit all taxes electronically.
15. State whether you deposit your taxes monthly or with every payroll.
16. If your company has other locations under the same Federal ID, list the names in the provided section.
17. Check any additional services needed and note that additional charges may apply.
18. Complete the Payroll Ending Day, Payroll Pay Day, Payroll Call Day, and other needed payroll details.
19. Indicate if your company had payroll in the current year and gather necessary prior pay information if applicable.
20. Specify the delivery method for your documents.
21. List all departments used in your company, ensuring at least one is included.
22. Prepare to provide detailed information about your employees in the following sections, using ‘New Employee Data Sheets’ as a reference.
23. Finally, save any changes, and download, print, or share the completed form as needed.

Start completing your New Client Setup Form online to ensure a smooth setup process.