New User Checklist

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Gather the following pieces of information and you’ll be up and running in no time. You’ll be asked to enter this information during the setup process.

Step 1: Organization Details

• Organization Name
• Organization Address
• Business Structure
• Industry type

Step 2: Tax Setup

Federal Tax Information

• Employer Identification Number
• Tax Deposit Schedule
• Federal Tax Return (Form 941 or Form 944)

CA State Tax Information

• Employer Account Number
• SUI Rate

Step 3: Configure Pay Schedule

• Every week (Weekly)
• Every other week (Bi-weekly)
• Twice a month (Semi-monthly)
• Once a month (Monthly)

Step 4: Bank Account Setup

• Organization Bank Account Number
• Bank Routing Number

Step 5: Add Employees

Basic Information

• Name
• Designation
• Date of Joining
• Employee ID
• Work Location
• Email
• Compensation

Personal Information

• SSN
• Date of Birth
• Address

Tax Information

• Federal Filing Status
• Federal Withholding Allowances
• State Filing Status
• State Withholding Allowances
• Tax Exemptions (if any)

Employee Bank Information

• Routing Number
• Bank Account Number
• Account Holder Name
• Bank Name
• Account Type

Step 6: Record Prior Payroll Information

Gather all previous paystubs for each employee with YTD information.

Step 7: Verify Bank Account