How to use or fill out client set up form with our platform
- Click ‘Get Form’ to open the client set up form in the editor.
- Begin by filling in the 'Client Name' field with the true name of your business, such as your corporation or proprietor's name.
- Next, provide your 'State Employer Identification Numbers' including the State Withholding number and Federal EIN.
- Complete the 'Payroll Contact' section with the first and last name of the person we can reach for information.
- Indicate your type of ownership in the 'Ownership' field, selecting from options like Corporation, Sole Proprietor, or Partnership.
- Specify how many pay periods you have per year (Weekly, Bi-Weekly, etc.) and fill out any additional required fields such as tax addresses and delivery addresses.
- Check any additional services you may need from the list provided at the end of the form.
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