Payroll Service Request

Payroll Service Checklist

Employer Information
Business Name
Contact Name
Address

Business Address

Street Address Line 2

City, State, ZipState / Province

Postal / Zip Code
Phone
Format: (000) 000-0000.
Filing Name (if different)
Email
example@example.com
Filing Address (if different)
City, State, Zip
Company Type

Other
Direct Deposit

This section is needed in order to setup direct deposit and payroll tax filings.
Employer Bank Routing Number
Employer Bank Account Number
Principal Officer's Full Name
Principal's Social Security will also be needed and received another way.
Principal's Date Of Birth

MonthDayYear
Date
Federal law requires that we store and verify information about the principal officer. The principal officer is the person who is the main contact for the bank account from which electronic payments (including direct deposit) are made. Any errors or omissions will delay e-file and e-pay enrollment.
Number of W-2 employees
Federal Deposit Schedule

Other
Number of 1099-NEC contractors to be paid through payroll
First Date To Run Payroll

MonthDayYear
Date
Federal EIN
State Employer Account Number
State Unemployment Account #
State Deposit Schedule Only applicable to states with income tax

Other
Payroll History
Attach any historical payroll information from this calendar year for all active and terminated employees
Beginning of Calendar Quarter Start. If you will begin using our service at the start of the 2nd, 3rd or 4th calendar quarter (April 1, July 1, or October 1), please include the following items.
Middle of Calendar Quarter Start. If you will begin using our service in the middle of a calendar quarter, please include the following items.
Notes
Should be Empty:

Payroll Service Checklist

Direct Deposit

Payroll History