Payroll/Bookkeeping Setup Questionnaire

Payroll/Bookkeeping Setup Questionnaire
Name of Business*
Name(s) of business owner(s)
First Name   Last Name
First Name   Last Name
First Name   Last Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Principal person to contact regarding Payroll/Bookkeeping services*

First NameLast Name
Business Entity Type*

Sole-ProprietorLLC (single owner)LLC (multi owner)S or C corporationPartnershipOther
Date business or entity was formed*

MonthDayYear
Date
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you requesting service for Payroll, Bookkeeping or both?*

Payroll Services- Please complete the Payroll sections below.Bookkeeping Services - Please complete the Bookkeeping sections below.Both - Please complete both Payroll and Bookkeeping sections below.
- Which of the following is true?
  
  This business is a new employer and has not issued payroll in the past.This business has issued payroll in the past.Other
- IF you selected, "This business has issued payroll in the past." Please provided us with more information and what payroll processing service did you use?
  
  PaychexQuickbooksADPOther
- Do you employ W2 employees or 1099 contractors?
  
  W-2 Employee1099 ContractorsBoth
- How many W-2 employees do you pay?
  
  1-22-1011-2021-50Over 50None
- How many 1099 contractors do you pay?
  
  1-22-1011-2021-50Over 50None
- How many worksites does your business have?
  
  12-5Over 10
- Does your business operate in Oregon?
  
  YesNoYes, and in other states
- Does the business want to pay employees via direct deposit?
  
  YesNo
- Federal EIN Number. You will need this to onboard to our payroll services.
- Oregon BIN Number. You will need this to onboard to our payroll services.
- We want to make the transition to working with Pacific Northwest Tax Service as seamless as possible. Before processing your payroll for the first time, it's a good idea to:
  1. Notify your current provider
  2. Provide us with the information listed below
  3. Confirm payments of past taxes
  4. Ensure that your current provider does not file year-end reports on your behalf.
  Please sign here to show you have read this important information.
  Signature
- Do you authorize Pacific Northwest Tax Service to set up incorporation documents on behalf of your business? The fee for this service is $800.
  Yes
  No
  Signature
  
  Do you authorize Pacific Northwest Tax Service to set up EFTPS/OR BIN tax payment accounts on your behalf?
  Yes
  No
  Signature
  
  Do you authorize Pacific Northwest Tax Service to set up direct deposit of employee payroll on your behalf?
  Yes
  No
  Signature
- What type of business financial accounts do you have?
  
  Credit card accountsBank accountsBoth
- How will PNW Tax access business financial accounts?
  
  Client provides access to accounts - Usernames and Passwords.Client uploads statements, transactions, and payroll reports to client Portal account.
- What bookkeeping software do you currently use?
  
  QuickBooks OnlineQuickBooks DesktopNoneOther
- You may attach relevant Payroll or Bookkeeping documents to this questionnaire, here.
  
  Cancelof
- Please verify that you are human*
- Should be Empty: