New client setup form 2026

1. Click ‘Get Form’ to open the new client setup form in the editor.
2. Begin by filling out the 'Client Information' section. Enter your company name, address, phone number, owner's name(s), and authorized payroll contact(s). Ensure you provide an accurate EIN and email addresses for all authorized contacts.
3. Next, move to the 'Payroll Schedule Details'. Select your payroll frequency (Weekly, Bi-weekly, Semi-monthly, or Monthly) and specify the paydays and periods accordingly. If applicable, indicate how to handle paydays that fall on holidays or weekends.
4. In the 'Tax Information' section, provide details about your current deposit schedule as determined by the IRS. Indicate if you are set up with EFTPS and fill in any relevant state tax information.
5. Complete the 'Banking Information' section by entering your bank name, routing number, account number, and ensure to attach a voided check.
6. For 'Employee Deductions', attach any necessary information regarding deductions such as retirement plans or health insurance. Specify deduction types and frequencies.
7. Finally, complete the certification section by providing your printed name, authorized signature, title, and date of completion.

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