Payroll Services Clients Start Here

All REQUIRED forms below must be submitted before services can begin

    • Secure Document Sharing File Set Up Short Form – Required for all clients
    • New Client Information QuestionnaireRequired for all payroll clients
    • New Employee Information QuestionnaireRequired for all new employees added to the payroll service
    • IRS Form 8655 Reporting Agent AuthorizationRequired for all payroll clients
    • New Employee Direct Deposit Authorization FormRequired for all new employees added to the payroll service
    • IRS Form W4 Employee Withholding Allowance CertificateRequired for all new employees added to the payroll service
    • IRS Form I9 Employee Eligibility VerificationRequired 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
    • Credit Card Authorization FormRequired for all payroll clients