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Payroll Setup

Felix Mwania

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Payroll Setup Forms

New Clients 

Please submit the following forms:

  1. Payroll Service Agreement
  2. Company Setup Form
  3. Employee Setup Form - Use Quick Hire or the Electronic Onboarding inside the system (login required).
  4. Form 8655 (IRS Authorization to eFile and ePay) - Submit via email
  5. Signature Card - Submit via email
  6. Payroll registers by quarter for this year shown by employee - (Upload to our secure portal)
  7. All the Year-To-Date quarterly payroll returns for this year - (Upload to our secure portal)

Optional forms (if applicable)

Timekeeping Setup Questionnaire - For new timekeeping service

Employee Setup Form Notes

Acceptable alternatives to a voided check

  1. Log into bank and search "Direct Deposit". A form should come up filed with your banking details. If no form comes filled in with bank info, go to #2
  2. While logged into bank, take a screenshot of the bank account details (including the routing number)
  3. Get bank statement and crop the top portion showing the account details.
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About the Author

Felix Mwania

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I live in the intersection of technology and entrepreneurship. I am a technology enthusiast but my passion is helping small businesses succeed, including mine.

When I am not working, you will find me goofing with my wife and kids. When not with family and/or friends, you will find me doing some home improvement projects.

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