New Client Services Agreement & Setup Instructions

New Client Services Agreement
Before filling out this form, have the following available:
- Federal Tax ID.
- State Withholding ID #. This number starts with WTH. Log into MA Tax Connect (or your state's DOR if not MA) to get this number. It is NOT your EIN.
- MA PFML Withholding ID# (MA employees only). This number starts with PFM. It is NOT your EIN.
- State Unemployment ID.
- MA UI Rates (UI, EMAC, WFT, COVID Recovery). You can log into Quest if you need that information.
- Federal Tax Deposit Schedule. You must submit a 941 or the letter you received in January to verify the schedule.
- State Tax Deposit Schedule. You need to log into MA Tax Connect (or your state's DOR if not MA) to confirm your schedule.
- Business banking information (routing number, account number, voided check to upload).
You can save this form at any time to finish later by clicking the SAVE AND FINISH LATER button at the bottom of the page.
Entity Information
Legal Company Name*
Doing Business As*
Mailing Address*
City*
State*
ZIP*
Physical Address*
City*
State*
ZIP*
Company Phone Number*
Format: (000) 000-0000.
Company Website
Business Description*
Federal Tax ID #*
State Withholding ID #. This number starts with WTH. Log into MA Tax Connect (or your state's DOR if not MA) to get this number. It is NOT your EIN.*
MA PFML Withholding ID# (MA employees only). This number starts with PFM. It is NOT your EIN.*
State Unemployment ID #*
MA UI Rate has 4 parts. Please provide all below: UI, EMAC, WFT, COVID Recovery. You can log into Quest if you need that information.
Unemployment Rate (UI rate)*
Unemployment Rate (EMAC)*
Unemployment Rate (WFT)*
Unemployment Rate (COVID Recovery)*
We are a new business. Please sign us up for State Withholding & Unemployment Accounts for an additional $50 fee per account.
List Locations and Departments if used for payroll.
Type of Entity*
Owner & Other Contacts
Primary Owner/Officer*
Title*
Cell Phone*
Format: (000) 000-0000.
Email*
example@example.com
SS #*
Date of Birth*

MonthDayYear
Date
Ownership percentage*
Home Address*
Home City*
Home State*
Home ZIP*
Secondary Owner/Officer
Title
Cell Phone
Format: (000) 000-0000.
Email
example@example.com
SS #
Date of Birth

MonthDayYear
Date
Ownership Percentage
Home Address
Home City
Home State
Home ZIP
Additional Payroll Contact
Title
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Authorized Contacts
Accountant Name
Accounting Firm
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Bookkeeper Name
Bookkeeper Firm
Phone Number
Format: (000) 000-0000.
Email
example@example.com
Company Checking Account Information - Please Include a Voided Check
Bank Name*
Routing Number*
Account Number*
Starting Check Number for First Payroll*
Upload Voided Check*

Cancelof
Tax Deposit Schedule
We are a brand-new business with no prior payroll, or we have been assigned by the IRS to be a monthly depositor. Therefore our 941 payments should be remitted to the IRS according to the monthly deposit frequency.Our tax deposit frequency has been assigned by the IRS as Semi-Weekly.Our tax deposit frequency has been assigned by the IRS as Monthly.
Our tax deposit frequency has been assigned by the State as Monthly.Our tax deposit frequency has been assigned by the State as Semi-Weekly.
Payroll Processing Instructions
Pay Cycle*
Date of FIrst Payroll
Monthly or Semi-Monthly Pay Dates
Pay Day
Pay Period * to * . Example: Sunday to Saturday.
Payroll must be submitted 3 business days prior to pay day.
Previous business dayNext business day
Previous business day (Friday)Next business day (Monday)
Online portal (isolved)Online timekeeping (Swipeclock)PhoneFaxEmail
USPSUPSDirect deposit and/or paycards. We strongly suggest using direct deposit or pay cards. It's easy and ensures on-time payroll delivery.
Prior Payroll Company Login
YesNo
Company*
Login URL*
Username*
Password*
Who to contact if text/email code is needed*
Security question(s) and answers(s)*
Additional Payroll Setup
SickVacationPersonalPTOHolidayOther
Simple IRA401k/403bSEP IRAOther
Employer Contribution
Wage Match Up to (%)
Tiered
YesNo
Upload via Electronic TransferMail a check and report (list address below)
Address where retirement contribution checks are to be mailed
Please provide employee account numbers
Health Insurance Pre-taxHealth Insurance Post-taxDental Insurance Pre-taxDental Insurance Post-taxHealth Insurance Savings Accounts (HSA) Pre-taxHealth Insurance Savings Accounts (HSA) Post-taxHealth Insurance Savings Accounts (HSA) Company ContributionVision Insurance Pre-taxVision Insurance Post-taxLoan Repayment/Advance/Accounts Receivable/GarnishmentsUniformsOther
Attach copies of any garnishment orders.

Cancelof
YesNo
Workers Comp Reporting
YesNo
If yes, with what company?
No, I would like to set one up through PayPlus.
Notes
Should be Empty: