Onboarding New Clients- Tax Documentation

Onboarding New Clients- Tax Documentation

Welcome to our guide on onboarding new clients in the guHRoo application, designed for payroll, HR, and timekeeping. This article will walk you through the essential steps and settings required to smoothly onboard a new client into the system.

Video Overview (step-by-step below)

Documents Required:
  1. Direct Deposit Authorization- This document authorizes Gusto to debit and credit your bank account and file and pay your taxes.
  2. Form 8655: Reporting Agent Authorization- Form 8655 authorizes us to pay and file federal payroll taxes on your behalf.
  3. State Withholding Power of Attorney (if applicable)- Allows for representative appointment for state tax matters.
  4. State Unemployment Power of Attorney (if applicable)- Allows for representative appointment for state tax matters.
Additional Requirements
  1. Bank Verification- Verify the two penny test amounts that hit the payroll account for the client
Steps/Procedures:
  1. Sign Federal Tax Company Documents 
    1. Sign Direct Deposit Authorization and Form 8655
  2. Ensure an employee has been fully onboarded
    1. Enter State Tax Information- withholding and unemployment account
    2. Enter in the unemployment rate (if applicable)
  3. Sign State Tax Company Documents 
    1. Sign state Power of Attorney documentation (varies by state)

Troubleshooting:
  1. If there are issues processing payroll, check the 'Employee Payroll Status' component.



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