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Please give us a call or fill out our contact form and a member of our friendly team will be in touch.
We’re ready to help you today!
New Client Forms
Please allow two weeks to complete payroll setup. If you need a payroll processed before this, please call our office to make arrangements.
Reminder: Please use our Send a Secure File link to send us your information safely and securely.
New Client Agreement
Will be sent to you to fill out and e-sign.
Beginning Data Required
The following information is required to get started.
Company Info
(* denotes info found on agreements)
- Legal Name*
- Legal Address*
- Federal EIN*
- Deposit Frequency
- State Withholding number*
- State IDR*
- Unemployment Number*
- Unemployment Rate
- Starting Check Date
- Pay Period Dates
- Email/Password for Reports
- Bank Routing Number*
- Bank Account Number*
- Beginning Check Number
- Quarterly Reports
- Tax Deposits (Dates and amounts)
- YTD and QTD totals by type for
- Hours
- Earnings
- Taxes
- Deductions
Employee Info
(including terminated employees)
- Name
- Email Address
- Address
- Social Security Number
- Birth Date
- Hire Date
- Pay Rate
- State and Federal withholding
- Direct Deposit info
- Deductions (amount per pay period)
- YTD and QTD totals by type for
- Hours
- Earnings
- Taxes
- Deductions
Download Beginning Data Required PDF
To review or send a list of our required beginning data, download this PDF.