Get New Payroll Client Setup Form

Completing the New Payroll Client Setup Form online is an essential step for businesses to establish their payroll process. This guide provides step-by-step instructions to ensure you accurately fill out each section of the form.

Follow the steps to complete the New Payroll Client Setup Form effortlessly.

1. Press the ‘Get Form’ button to access the New Payroll Client Setup Form and open it in your preferred online tool.
2. In the Client Information section, fill in your company name, address, phone number, and owner’s name(s). Provide the authorized payroll contact(s) who will manage payroll-related tasks.
3. Enter your Employer Identification Number (EIN), fax number, city/state, e-mail, and ZIP code. Additionally, provide any authorized e-mail addresses for your contacts.
4. Indicate the approximate number of employees your company has to help determine payroll processing requirements.
5. In the Payroll Schedule Details section, select your payroll frequency — choose from weekly, bi-weekly, semi-monthly, or monthly.
6. For weekly or bi-weekly payroll, specify the payday, pay period start, and end dates. Also, enter the first payday and first pay period end date under this agreement.
7. For semi-monthly payroll, complete the fields for both pay periods, including their start and end dates, as well as the designated pay days.
8. Complete the monthly payroll section by noting the pay day and the start and end dates of the pay period.
9. Decide how to address pay days that fall on holidays or weekends by selecting the appropriate options provided.
10. Next, fill in the Miscellaneous section, selecting your preferred method for reporting payroll and receiving paystubs.
11. Complete the Tax Information section by stating your current deposit schedule as determined by the IRS and if you are set up with EFTPS. Enter your Federal Unemployment Tax ID.
12. Provide the state tax information including unemployment rates and withholding IDs for any states applicable to your business.
13. Add local tax information and specify the frequency and rates for local taxes if applicable.
14. Under Banking Information, provide the bank name, routing number, contact phone, and account number. Remember to include a voided check with your submission.
15. Attach any additional documentation regarding employee deductions, detailing the type, frequency, amount, and whether they are pre-tax or post-tax.
16. Finally, in the Certification section, enter the printed name of the person completing the form, obtain an authorized signature, and include the title and date.
17. After completing all sections, review the form for accuracy, save your changes, and choose to download, print, or share the form as needed.

Begin completing your New Payroll Client Setup Form online now for a seamless payroll experience.