New Client Information Form

New Client Information Form

Complete your company, contact, tax, payroll, and service details, and upload the required onboarding documents to get started with Great Payroll Inc.
Company Information
Legal Business Name
DBA / Trade Name
Employer Identification Number (EIN)
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Website
Entity Type
Industry
Year Established
Primary Contact and Authorized Signer
Primary contact name

First NameMiddle NameLast Name
Primary contact title
Primary contact email
example@example.com
Primary contact phone
Please enter a valid phone number.Format: (000) 000-0000.
Authorized signer confirmation
Payroll Contact
Payroll Contact Name

First NameMiddle NameLast Name
Title
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Preferred Contact Method
Tax Information
Federal Tax ID
State Tax ID Numbers and Payroll Tax Registration Details
Tax Filing Frequency
Unemployment Account Numbers
Employee Information
Current employee count
Pay frequency
Pay types

Other
Exempt employee count
Non-exempt employee count
Union employee count
Multi-state employee count
Banking Information for Payroll Funding
Bank Name
Account Type
Routing Number
Account Number
Payroll Funding Authorization Details
Current Payroll Provider and Transition Details
Current Payroll Provider Name
Reason for Change
Desired Transition Timing
Prior Service End Date

MonthDayYear
Date
Implementation or Data Transfer Notes
Services Requested
Payroll Processing

Other
Direct Deposit

Other
Tax Filing

Other
New Hire Reporting

Other
Time Tracking

Other
HR Services

Other
Benefits Administration

Other
Workers' Compensation Services

Other
Direct Deposit Preferences
Enable Direct Deposit?
Number of Accounts
Allocation Method Details
PTO and Holiday Policies
PTO accrual method

Other
PTO carryover rules
Holiday schedule notes
Workers' Compensation Carrier
Workers' Compensation Carrier Name
Policy Number
Policy Effective Date

MonthDayYear
Date
Class Code or Coverage Notes
Benefits Providers
Benefits Provider Name
Plan Administration Contact
Coverage Notes
Emergency Contacts
Emergency Contact Name

First NameMiddle NameLast Name
Relationship
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Required Document Uploads
Voided Check

Cancelof
Payroll Reports

Cancelof
Tax Notices

Cancelof
Employee Roster

Cancelof
Prior Quarter Filings

Cancelof
Signed Engagement Agreement

Cancelof
Compliance Acknowledgements
Acknowledgements
Additional notes or exceptions
Electronic acknowledgment
Electronic Signature and Date
Electronic Signature
Signature Date

MonthDayYear
Date
Should be Empty:

New Client Information Form

Company Information

Primary Contact and Authorized Signer

Payroll Contact

Tax Information

Employee Information

Banking Information for Payroll Funding

Current Payroll Provider and Transition Details

Services Requested

Direct Deposit Preferences

PTO and Holiday Policies

Workers' Compensation Carrier

Benefits Providers

Emergency Contacts

Required Document Uploads

Compliance Acknowledgements

Electronic Signature and Date