New Account Setup:
New Account Set-Up Information Sheet
Company Contract for Direct Deposit (if applicable)
Employee Form for Direct Deposit (if applicable)
- Federal identification number.
- State withholding number and coupon book.
- City withholding number and coupon book, if applicable.
- State unemployment number and experience rating.
- A copy of one of your checks and a starting check number.
- Names, addresses, social security numbers, and filing status of employees. (Forms W-4)
- Pay rates and/or salaries.
- Copies of all year-to-date Forms 941 and State Wage and Contribution Returns.
- Employee wage summary reports, year to date.
- Records of federal, state and city (if applicable) deposits, year to date.