New Client Payroll and 1099 Filing Services Intake Form
Thank you for choosing ZaZu Tax & Business Services, LLC for your Payroll and/or 1099 Filing Services. To ensure a smooth and efficient process, we kindly request your cooperation in completing the following Payroll and 1099 Filing Services Intake Form. This document serves as a comprehensive guide to gather essential details required for the successful management of your Payroll and/or 1099 responsibilities. Please diligently fill out all fields in the intake form. If a particular question does not apply to your Business, kindly mark it with "N/A". This will help us tailor our services to meet your specific needs accurately. It's crucial to note that an invoice will be sent out once your intake form has been submitted. We kindly request prompt payment upon receipt of the invoice. Your timely payment ensures that we can expedite the processing of your request, providing you with a swift and seamless experience. We appreciate your attention to detail and prompt cooperation in completing this Intake Form. If you have any questions or require assistance, please feel free to reach out to our dedicated support team. We look forward to assisting you in the seamless management of your Payroll and/or 1099 Services.
1.Company Information
Company Name
*
Primary Contact Name
*
Contact Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
2.Business Name
Type of Business Entity
*
Industry
*
Number of Employees
*
Payroll information
Do you currently have a payroll system in place? (Yes/No)
*
Yes
No
If yes, please specify the payroll software used:
*
Do you need assistance with setting up a payroll system with Gusto? (Yes/No)
*
Yes
No
Do you need assistance with direct deposit setup? (Yes/No)
*
Yes
No
Do you need assistance with automated tax filing
*
Yes
No
1099 Filing Information
Do you issue 1099 forms to independent contractors?
*
Yes
No
Approximate number of 1099 forms issued annually:
*
Do you need assistance with 1099 filing and reporting through Gusto? (Yes/No)
*
Yes
No
Do you need assistance with e-filing 1099 forms? (Yes/No)
*
Yes
No
Tax Information
Do you have an EIN (Employer Identification Number)?
*
Yes
No
Do you need assistance obtaining an EIN?
*
Yes
No
Are you registered with EFTPS (Electronic Federal Tax Payment System)?
*
Yes
No
Additional Services
Would you like to receive additional services such as tax preparation, bookkeeping, or financial consulting? (Yes/No)
*
Yes
No
Please specify any additional services needed:
Certification and Consent:
I hereby certify that the information provided in this form is true, accurate, and complete to the best of my knowledge. I give my consent to proceed with the services as described.
Name
First Name
Last Name
Signature
Date
-
Month
-
Day
Year
Date
Submit
Submit
Should be Empty: