To set up payroll with Atto, you’ll need to submit specific information during onboarding. This ensures your company is eligible to run payroll and helps us configure everything correctly from the start.
Below is a breakdown of the required data and where you can typically find it.
1. Company Information
Legal business name & structure
Found in your official business registration documents.
FEIN (Federal Employer Identification Number) & State IDs
Available on tax registration certificates or IRS/state notices.
Authorized signatory details
Includes the name and title of the person legally permitted to sign payroll-related documents.
Company industry
Your business’s primary sector or classification.
Expected payroll start date
When you plan to process your first payroll with Atto.
Pay schedule
Choose your pay frequency (e.g. weekly, bi-weekly, etc.).
2. Master File & Payroll Data
Employee details
Full names, job titles, addresses, SSNs, pay types, etc. Usually sourced from your HR system or onboarding records.
Year-to-date (YTD) payroll data (if applicable)
Includes wages, deductions, and taxes paid so far this year. Can be exported from your previous payroll provider.
Quarterly returns (if applicable)
Past payroll filings used for validating historical data and taxes.
3. Authorization Data
Company & employee bank account details
Needed to fund payroll and process direct deposits.
Tax withholding and benefits details
Includes employee withholdings, employer contributions, post-tax deductions, and any benefits setup.
Signed authorization and filing forms (federal and state)
Required to file payroll taxes on your behalf. We’ll guide you on which forms are needed based on your location.
Why it matters
Submitting complete and accurate information upfront helps avoid delays and ensures your first payroll runs smoothly. If you’re unsure where to find any of the items above, we’re happy to help.
Need more help?
Reach out to our team — we’ll guide you through each step of the process.