Payroll - Intake Form

  • Payroll Intake Form

  • Format: (000) 000-0000.
  • Do you have a payroll account with the CRA?
  • If no would you like S&J Management to obtain one for you?
  • Pay-Period Start Date
     - -
  • Pay-Period Cut Off Date
     - -
  • First Payday
     - -
  • Do you currently have a payroll software?
  • Is the owners/directors on payroll?
  • Would you like S&J Management's assistance with making the source deduction payment?
  • Would you like S&J Management to handle the T4 summary and slips submission to the CRA?
  • If yes, would you like S&J Management to mail out the T4 slips to your employees?
  • Do you have an employee contract in place?
  • If no would you like S&J Management's assistance in setting up contacts for your employees?
  • Will S&J Management be processing Records of Employments for any released employees?
  • Do you have Workers Compensation in place?(WCB)

  • 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?
  • If yes, will you provide a reimbursement?
  • 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?
  • 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?
  • Will you be providing a motor vehicle allowance?
  • Will you require your employee to use their home to perform any work duties?
  • Will you require your employee to use their cell phone for work?
  • Will you require your employee to pay for supplies used directly for work using their own money?

  • 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: