When you sign up for Assisted Payroll, you'll need to gather information
about your company, employees, and past payrolls. Following is a checklist of
information you should have during the signup process.
Federal Employer Identification Number (EIN)
The EIN is a nine-digit number that the IRS issues. If you do not have an
EIN, you can request one on Form SS-4. Either:
IRS web site (www.irs.gov/businesses/small/article/0,,id=97860,00.html) to
learn how to apply for an EIN and download the necessary forms.
During the sign-up process, you'll need to provide proof of EIN.
State Withholding and State Unemployment Tax
Company legal name and the following addresses: legal, mailing, and
How to determine valid
characters for your legal name and address
How the payroll service uses address
Whether or not you qualify for the federal unemployment
(FUTA) tax credit
Most companies qualify for this credit. To verify your company's
eligibility, refer to your IRS Publication 15, Circular E, Employer's Tax
Guide, or contact the IRS.
Form of business: sole
partnership, or corporation,
States in which your company files payroll taxes
How often you pay federal payroll taxes (monthly or semiweekly)
How to figure out when you deposit
Company principal's name and
Payroll service bank account information (including routing number and
Number of employees
Number of employees who want direct deposit
Payroll administrator and primary contact person for payroll questions at
Large mailing envelope
Group ID number, if applicable