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

  • Format: (000) 000-0000.

  • 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.

  • Owner & Other Contacts

  • Format: (000) 000-0000.
  • Date of Birth*
     / /
  • Format: (000) 000-0000.
  • Date of Birth
     / /
  • Format: (000) 000-0000.

  • Authorized Contacts

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Company Checking Account Information - Please Include a Voided Check

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  • Tax Deposit Schedule

  • 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.*

  • Payroll Processing Instructions

  • Pay Period * to * . Example: Sunday to Saturday.
    Payroll must be submitted 3 business days prior to pay day.

  • If check date falls on a holiday, move to:*
  • If check date falls on a Saturday or Sunday, move to:*
  • I will submit my payroll hours*
  • Payroll Delivery: Mail physical pay checks/stubs and reports to my business for an additional fee.*

  • Prior Payroll Company Login

  • Are you converting from another payroll processor or in-house mid-year?

  • Additional Payroll Setup

  • Paid Time Off. Please submit the PayPlus Time Off/Accrual Policy Form.
  • Retirement

  • Employer Contribution

  • Do you want PayPlus to make contributions on your behalf?
  • How do you want PayPlus to make contributions?
  • Payroll Deductions
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  • Do you want PayPlus to submit garnishment payments?

  • Workers Comp Reporting

  • Do you have a workers comp pay-as-you-go policy?
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