2022 PAYROLL CLIENT ON-BOARDING

1
Business Name & FEIN
Business Name
FEIN
2
Email* This field is required.
example@example.com
3
In which State is your business incorporated?
4
Current Number of Employees
1-3
4-6
7-9
10 or more
5
Do you have employees in more than one state?
YESNO
6
Please list the states, number of employees, and describe the out-of-state employees job duties.
7
Are you familiar with the Workers Compensation Insurance requirements in your State?
Yes
No
I need additional information
I am interested in a pay-as-you-go policy
8
PAYROLL PROCESSING FREQUENCY: How often do you want to process payroll?
Weekly (once per week)
Bi-Weekly (every other week, e.g. every other Friday)
Semi-Monthly (twice a month, e.g. the 1st & 15th)
Monthly (e.g. the last day of every month)
Quarterly (once every 3 months)
Other
9
DIRECT DEPOSIT: Do you want direct deposit for your employees?
Yes – Please note, direct deposit must be submitted 48 hours prior to the paycheck date. You must provide the employees’ hours, wage, PTO, or changes to a salary for the pay period 2 - 3 business days prior to the paycheck date.
No - Please note, you still must provide us the employees’ hours, wage, PTO, or changes to a salary for the pay period at least one business day prior to the paycheck date.
10
FIRST PAY PERIOD: Enter the payperiod start and end dates. Keep in mind, if you pay bi-weekly then the start and end date should cover two full weeks. If you pay monthly, this would cover a full month. The PAY CHECK DATE (next question) will be AFTER the pay period ends.
Start Date
Day of Week
End Date
Day of Week
Pay Period
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Pay Period
Start Date
Row 0, Column 0
Day of Week
Row 0, Column 1
End Date
Row 0, Column 2
Day of Week
Row 0, Column 3
11
FIRST CHECK DATE & DAY: Please note, we recommend to always have one week lag time. For example, if your first pay period is for the dates of the 1st through the 15th, the first check date should be the 20th, 21st, or 22nd (5 – 7 days later). This is to protect the employer and provide enough time for direct deposit processing.
Check Date
Day of Week
First Pay Period
Row 0, Column 0
Row 0, Column 1
First Pay Period
Check Date
Row 0, Column 0
Day of Week
Row 0, Column 1
12
TYPE OF EMPLOYEES (check all that apply or may apply):
Hourly
Salaried - Exempt
Salaried - Non-Exempt
Stipend
Subcontractors (1099)
Statutory
Other
13
Do you offer Health Insurance to your employees?
YESNO
14
Are you in compliance with the Affordable Care Act (ACA) Guidelines?
Yes
No
Not sure - We will send you our ACA Checklist to fill out
15
Do you offer retirement plans to your employees?
Yes
No
No, but I would like AFSG to provide me more information
16
What type of plan do you provide?
Simple IRA
SEP
401(k)
Defined Benefit Plan
Other
17
Do you offer Paid Time Off (PTO)?
YESNO
18
Please send us your Paid Time Off employee policy. Do you need our help tracking the accrued PTO for your employees? We print the PTO hours on their paystubs with accrued, used, and available time.
Yes, Please help me track this.
No, We will handle this internally.
19
Below is a list of enrollments AFSG will perform to initiate your payroll services.

State of Florida Enrollments

E-filing and E-paying with the State of Florida are simultaneous enrollments.
The State will issue the business entity a Reemployment Tax (RT) Account Number.

State of Florida New Hire Reporting

The state of Florida requires employers to report newly hired 1099 contractors and W-2 employees within 20 days of hiring.

Collect Form I-9 and W-4 from each employee (retain for 7 years) for the State of Florida

Federal Enrollments

EFTPS Enrollment

EFTPS is the Electronic Federal Tax Payment System, administered by the IRS. Enrolled taxpayers can pay tax electronically through this system. EFTPS issues an enrollment confirmation number at time of enrollment.

EFTPS will issue a 4-digit PIN by mail.
This PIN is required for electronic payments of Federal Tax.

IRS E-File EnrollmentThe business will be enrolled with the IRS for E-filing of Payroll Tax Returns.

The IRS issues a 10-digit E-filing PIN which can take up to 60 days.

Direct Deposit Enrollment

If selected, our Intuit payroll software will make two small deposits (less than $1.00) into your business bank account. Please notify us of the amounts and dates when this occurs. We will notify you upon enrollment completion. Please note, we cannot process direct deposit to your employees until this step is complete
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FEE SCHEDULE

Payroll Setup $250- One Time

Quarterly Payroll Tax Returns

Form 941 & RT-6 $99/Quarter

Year End Payroll Filings

Form 940 $55/Year

Form W-3 $75/Year

Form W-2 $8/W-2

Form 1096 $75/Year

Form 1099 $8/1099

New Hire Reporting $25/New Hire

Payroll Processing Quote to Follow
21
Business bank account routing and account number?* This field is required.By providing this information, I understand AFSG will use this bank account to pay the employee’s wages, taxes, employer taxes, and payroll processing fees. You will be notified of all electronic payments and are responsible for appropriately funding the bank account.
Bank
Routing
Account
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Notes or Questions for us:
Should be Empty: