Payroll Intake Form
*
First Name
*
Last Name
*
Primary Email
*
Business Information:
Business Name
Owner/Primary Contact Name
Email
Phone
EIN
Business Address
Payroll Details:
Payroll Frequency
Weekly
Bi-weekly
Monthly
Quarterly
Annual
Current Pay Period
Last Pay Date
Preferred Start Date
Workers:
Number of W-2 Employees
Number of Contractors
States & Taxes:
States employees work in
State tax account numbers (required only if not a new payroll client)
Service Preferences:
Self-Service Payroll or Full-Service Payroll
Make a selection
Self-Service Payroll
Full-Service Payroll
Add-ons: Scheduling, Timekeeping, Geo-fencing
Uploads:
Voided check
Owner ID
Prior payroll report (if applicable)
Submit