New Client Services Agreement & Setup Instructions

Hello! We’re very excited you’ve decided to begin working with our team here at PayPlus. Enclosed, we’re including all the items that we’ll need to accurately and efficiently set you up to run payroll.

Client (Business) Name

Completed & signed New Client Services Agreement. This includes information about your business, you, and how you want to run payroll.An official document (tax return, letter from IRS) with your federal tax ID number on it. We like to confirm your EIN is correct so we are using accurate information for filings & payments.A voided check for your company checking account where funds will be withdrawn to verify we are withdrawing funds from the correct account for your business.Form 8655 Reporting Agent Authorization form so we can file your returns electronically and speak with the IRS if necessary.A signed Direct Deposit Authorization Agreement so we can transfer funds to your employees.New Employee Information for all of your employees. Either in spreadsheet format (preferred) or our New Hire form.

Payroll Registers, including all gross wages, employee and employer taxes and deductions, broken down by quarter, since January 1 of the current year. We need this so we can issue accurate W2s at year-end.Employee information for any employees who may no longer work for you but you’ve paid in this calendar year. We will need to issue W2s at year-end, so we will need all of their employee info as well.Copies of your Quarterly reports that were filed for each quarter this year. This includes 941 forms, state withholding and state unemployment returns. We need these so we can verify totals are correct and ensure there are no errors with year-end processing.

If you have online access to your previous payroll provider or were processing payroll in-house, we’re happy to log in to retrieve this information on our own. We will need your credentials.

Next Steps

Once we’ve received a full and complete package, we will begin the setup process. This process may take up to seven days to complete.
We will complete a banking verification by depositing and withdrawing a small amount from your business checking account. Please be on the lookout for these transactions. We will contact you to let you know when to expect them. We will not be able to process payroll until this step has been verified.
We will schedule a portal (isolved) training (if applicable) and kick off call with your Payroll Specialist letting you know how to process payroll going forward.

These forms are designed to be completed and submitted online. Alternatively, you may download the PDF version of each form, and mail or fax the completed and signed forms to us.

Here are links to the forms we need to onboard your business:

New Client Services Agreement: https://form.jotform.com/241724047551049

Payroll Services Agreement: https://form.jotform.com/241775385257063

Read & Initial: https://form.jotform.com/241766944828068

Payroll Conversion Checklist: https://form.jotform.com/241774013713047

Authorized Agreement for Pre-Authorized Charges:

https://form.jotform.com/241775553527060

Signature Scan: https://form.jotform.com/241773626557062

New Hire Form: https://form.jotform.com/241654563094157

DD Authorization: https://form.jotform.com/241653946421155

Accrual Policy: https://form.jotform.com/241773867936070

Reporting Agent Authorization (IRS Form 8655):

https://form.jotform.com/241796561910058

DD Plus (NatPay ACH): https://form.jotform.com/241796694348171

PayPlus, LLC

6 Columbine Drive

Nashua, NH 03063

Phone: (978)649-3777

Efax: (866) 677-4222 or (866) 677-4334