Payroll account setup

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General

Business name*

EIN*

Business Address*

Street Address City State ZIP Code

Company Type*

The following fields, fill in if different:

Business name

Mailing Address

Street Address City State ZIP Code

Contact details:

Contact name*

First Last

Phone number*

Email*

Payroll Payment Set-up

Bank name*

Business Bank Routing number*

Business Bank Account number*

Principal Officer's Name*

First Last

Principal's SSN*

Principal's Date Of Birth*

DL or ID Number*

Issued Date*

State Issued*

Expiration Date*

Include a copy of a voided company check and driver's license*

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Full name*

First Last

Date of submission*

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For each employee who worked for you this calendar year (including active, inactive and terminated employees), you'll need:

Employee's completed W-4 form.
Pay rate (hourly, salary, commission, etc.).
Paycheck deductions (401(k), insurance, garnishments, etc.).
Sick/vacation hours balance (if applicable).
Direct deposit information (use a voided check, not deposit slip, or the employee's bank account).
Hire date.