Information Needed to Set Up Your Payroll
guHRoo New Payroll Setup
Required Information Checklist
Proof of quarterly federal and state tax deposits for each prior quarter of the current year
Proof of federal and state tax deposits for each payroll of the current quarter
Unemployment rate - the letter you receive with your rate is a plus!
Login access to your current payroll system so we can pull the payroll info
If you are sending payroll info to us, we need all prior payroll info for the current year:
Demographic info for ALL employees who have been on this year’s payroll (a spreadsheet template is attached)
Quarter-end reports for each full quarter completed this year
Partial quarters can be given as whole months or individual pay periods
Should contain complete breakdown per employee of all types of pay and deductions as well as employee and employer taxes
Preferably in .csv format, however .xlms is good and .pdf is fine.
Inside Dropbox under the Agreements → To be signed:
Electronic Signature Request Form
If you need them for employees, you can also find blank forms W4, i-9, and employee direct deposit authorization (we don’t need current employees to fill out new forms unless they want to update something)
From Zoho Sign (emailed to you)
SC 2848 (and other states if applicable)
UCE 1010
NatPay DDPlus form
From AccountantsWorld (emailed to you from the payroll system)
EFT application (Yodlee or penny test)
Form 8655
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