Your account setup will be easier if you gather this information ahead of time:
All starting and ending dates:
All Partner/Shareholder Information
Bank Account Information
All of your tax ID numbers, including:
New Employers: Please check out our state specific help on getting started.
Your state unemployment (SUTA) account number and SUTA rate for your company.
Your state unemployment agency will send you a notice with your rate.
All employee information*, including:
*This can be found on the W-4 form filled out by your employees.
The pay rate and pay frequency (weekly, biweekly, etc.) for all employees.
All payroll registers for the current year, by pay date.
All employer taxes for the current year, by pay date.
Copies of all tax filings for the current year (i.e. 941, state & local tax returns, SUTA).
A voided company check. The account you wish to have the Payroll and Taxes drawn from.
The first page of the most current Bank Statement. Can be the complete statement we will only use the first page.
You will be able to upload via this Form any documents, please have them scanned.