New User Checklist
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
- 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.