Payroll Services Clients Start Here

All REQUIRED forms below must be submitted before services can begin

• • Secure Document Sharing Setup – Required for all clients
  • New Client Information Questionnaire – Required for all payroll clients
  • New Employee Information Questionnaire – Required for all new employees added to the payroll service
  • IRS Form 8655 Reporting Agent Authorization – Required for all payroll clients
  • New Employee Direct Deposit Authorization Form – Required for all new employees added to the payroll service
  • IRS Form W4 Employee Withholding Allowance Certificate – Required for all new employees added to the payroll service
  • IRS Form I9 Employee Eligibility Verification – Required for all new employees added to the payroll service
  • IRS Form W9 Request for Taxpayer ID & Certification – Required for all independent contractors added to the payroll service
  • Engagement Agreement for Annual 1099 Services – Required for all business tax clients (if applicable)
  • Credit Card Authorization Form – Required for all payroll clients
  • All Services Opt-in/Opt-Out Form – Required for all clients