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Onboarding Items Needed

  • Copy of a Company Check

 

  • 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