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30
Questions
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1
Name
*
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First Name
Last Name
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2
Company Name
Legal Name
DBA
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3
Entity Type
Tax Filing Entity Type
S-Corp
C-Corp
LLC Partnership
Sole Proprietorship
Not For Profit
Other
S-Corp
C-Corp
LLC Partnership
Sole Proprietorship
Not For Profit
Other
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4
Payroll Frequency
How often do you process payroll for your employees
Weekly
Bi-Weekly
Monthly
Weekly
Bi-Weekly
Monthly
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5
EIN Proof
SS4 or Form 941 within 2 years that states the legal business name, address, and EIN.
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6
State Withholding & Unemployment
Please upload most recent state payroll forms for all states.
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7
Company Voided Check
Please upload a company bank check, must have business name printed on check.
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8
Number of Employees
How many employee will you be adding to payroll.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Up to 15 employees per form
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9
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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10
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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11
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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12
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Enter
13
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Enter
14
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Enter
15
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Enter
16
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Submit
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Enter
17
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Enter
18
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Submit
Press
Enter
19
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Submit
Press
Enter
20
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Next
Submit
Press
Enter
21
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Submit
Press
Enter
22
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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Next
Submit
Press
Enter
23
Employee Information
Please enter this information for each employee
First Name, Last Name
Date of Birth
Email Address
Hourly
Salary
Commission
Hourly
Salary
Commission
Pay Type
Hourly rate or salary per pay period
Direct Deposit
Check Delivery
Manual Checks
Direct Deposit
Check Delivery
Manual Checks
Payment Method
Bank Routing Number
Bank Account Number
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24
Employee Setup Package - W4 and Direct Deposit Authorization
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25
Employee Setup Package - Upload
Please upload a completed Employee Package for each employee which includes a W4 & Direct Deposit Form
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26
Form I-9 - Employment Eligibility Verification
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27
By agreeing, I confirm that the information I am providing is accurate and supported by all the necessary documents.
*
This field is required.
Agree
No
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28
By agreeing, I bear full responsibility of any errors or misstatements of the documents I have provided.
*
This field is required.
Agree
Disagree
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29
By agreeing, I am fully responsible for all fees incurred
*
This field is required.
Please refer to engagement letter for billing details.
Agree
Disagree
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30
Signature
*
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