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Onboarding Items Needed
- Proof of Federal ID (any of the following will work
- EIN letter within 3 years
- Most recently filed 941
- Most recently filed 1120 if applicable
- Proof of State ID(s) (any of the following will work)
- State ID confirmation letter
- State ID registration
- Most recently filed State quarterly return(s)
- Proof of State Unemployment Tax ID (any of the following will work)
- MESC Rate Determination Letter for current year
- Screenshot from State website showing ID, computed rate & Obligation Assessment.
- Payroll Company Setup form (attached)
- Payroll Employee Setup form (attached)
- Or similar report containing this information.
- Previous Wage History (if applicable)
- YTD summary: January 1st through December 31st, 2017 with each employee broken down from gross to net and each tax and deduction separated
- Summary: January 1st through the most recently closed quarter with each employee broken down from gross to net and each tax and deduction separated
- Payroll summary for each check date within the current quarter with each employee broken down from gross to net and each tax and deduction separated