New Client Setup


Basic Company Information


Fill out this form to the best of your knowledge. Information entered here will be used to help with your new payroll account.

Basic Information:


Company LEGAL Name


Company DBA Name

Federal Tax Information


Ownership Type Federal EIN #

State Tax Information


Withholding # Unemployment # Unemployment % Rate
Enter the states that you have payroll withholding.

Date Information

Period Start Date Period End Date Pay Date for Period

Contact Information

Mailing Address Tax Address

Other Information

Enter any other pertinant information or questions in the following Box.

Payroll Contact Information

Name
Phone Number
Email

Available Options

Electronic Tax Deposits
Direct Deposit
Laser Signature
Security Sealed Checks
New Hire Reporting

Company Specific Information

Number of Employees
Number of Locations
Number of Departments
Number of Job Codes

Organization Specific Information

Location(s)
Department(s)
Job Code(s)

Detailed Information

What Job industry does your Company belong?
What services or goods do you provide?
Are you interested in :
401k, 403b or other Investments
Medical, Dental, Vision or Cafeteria plans