New Client Enrollment Form
PLEASE NOTE: You will mostly likely have to complete this process on a desktop computer as we will need you to scan and upload documents. If you’re trying to do this on a mobile device it could be difficult.
Before you get started, here are the documents and information we’ll need to get your service set up:
Business Contact Information. We need the basic contact information for your business, such as address, phone, etc.
Federal Tax ID Number and IRS Form. This is the number your business uses on all of your tax returns (also known as your EIN, FEIN, or Federal Employer Identification Number). We need a copy of the document the IRS provided to you when assigning the tax ID number for your business (SS-4, Determination Letter, IRS documentation listing your organization name and FEIN, etc…). Please scan it now and save the file in a convenient location. You will be uploading the file you just saved in the interview below.
Bank Account Information. We need your business bank account routing number and account number. This account will be used to process your payroll and pay your employees.
Copy of a Voided Check. Please obtain a check from the account you are using to process payroll and write the word “VOID” on it. Please scan it now and save the file in a convenient location. You will be uploading the file you just saved in the interview below.
Your Driver’s License and Social Security Number. We need this information for tax purposes, and to begin processing your payroll.
Your online security is important to us. The information you provide is transmitted to us encrypted with bank-grade SSL protection to prevent unauthorized access.