Payroll - Intake Form

Payroll Intake Form
Company Name
Name

First Name Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Do you have a payroll account with the CRA?

Yes No
Payroll Schedule
If other, please provide below:
Pay-Period Start Date

Month Day Year
Date
Pay-Period Cut Off Date

Month Day Year
Date
First Payday

Month Day Year
Date
If no would you like S&J Management to obtain one for you?

Yes No
Who is currently doing your payroll?
Keep blank if you are just starting payroll for the first time
Do you currently have a payroll software?

Yes No
If yes, please list the software below:
How many full time employees?
if you have not hired any employees yet please note the number of full time employees you plan on hiring
How many part time employees?
if you have not hired any employees yet please note the number of part time employees you plan on hiring
Is the owners/directors on payroll?

Yes No
Select your Wage Type
If other, please list below:
Vacation pay:
Overtime:
If other please list below:
How would you like timesheets submitted?
Note: any hours submitted directly by Employees will be sent back to Employer for approval unless notified otherwise
How would you like paystubs to be distributed?
How would you like to distribute pay cheques?
How are source deductions (payroll taxes) to be remitted and paid?
Would you like S&J Management's assistance with making the source deduction payment?

Yes No
Would you like S&J Management to handle the T4 summary and slips submission to the CRA?

Yes No
If no who will be handling this?
If yes, would you like S&J Management to mail out the T4 slips to your employees?

Yes No
Do you have an employee contract in place?

Yes No
If no would you like S&J Management's assistance in setting up contacts for your employees?

Yes No
Will S&J Management be processing Records of Employments for any released employees?

Yes No
Do you have Workers Compensation in place?(WCB)

Yes No
If No, we will provide you with the WCB registration link shortly after completing this form

It is recommended to register for WCB when hiring Employees or Sole Proprietors
Do you require the employee to pay his own out-of-pocket expenses to carry out his duties of employment?

Yes No
If yes, will you provide a reimbursement?

Yes No
Do you require employees to travel to locations that are not your place of business or between different locations of your places of business, during the course of performing his or her employment duties?

Yes No
If yes, will you require this employee to be away for at least 12 consecutive hours from the area of your business where the employee normally reports to work?

Yes No
Will you be providing a motor vehicle allowance?

Yes No
Will you require your employee to use their home to perform any work duties?

Yes No
Will you require your employee to use their cell phone for work?

Yes No
Will you require your employee to pay for supplies used directly for work using their own money?

Yes No
Ready to Start Onboarding Employees?

Please fill out our New Employee form (on our website or we can provide you with the link) for employee details
What we will need for each employee:

1.       Employee First and Last Name

2.       First day of work

3.       Salary or hourly rate

4.       Vacation Payout?

5.       SIN

6.       DOB

7.       Address

8.       Email

9.       VOID Cheque, for direct deposit

10. Federal Form – filled out and signed by employee

11. Provincial Form – filled out and signed by employee

*Fill out our "New Employee Form" for each employee*
Should be Empty:

Payroll Intake Form

If No, we will provide you with the WCB registration link shortly after completing this form

Ready to Start Onboarding Employees?