To get started with Atto Payroll, you’ll first need to create an Atto account. If you haven’t already, follow this guide to complete your setup:
Once your Atto account is active, follow the steps below to set up your company’s payroll profile.
Step-by-Step Payroll Account Setup
1. Company Info
Add your company’s legal name, address, and payroll start date.
Why it matters:
The payroll start date determines when payroll processing begins and impacts tax filing deadlines. If you miss this date, your authorization documents may expire.
Important: If your start date changes, contact our support team right away to update your records.
2. Create Workplaces
Add all physical work locations for your company.
Why it matters:
Tax calculations are based on work location. Including all relevant addresses ensures compliance with federal, state, and local tax regulations.
3. Set Signer Title
Choose the correct job title for the individual authorized to sign payroll documents.
Why it matters:
This title appears on key authorization forms and must reflect your official role within the company.
4. Link Your Bank Account
Add your company’s bank account to enable payroll funding.
Why it matters:
Atto uses this account to collect payroll funds and deposit wages directly into employee accounts.
5. Tax Setup
Provide your federal, state, and local tax details.
Why it matters:
Accurate tax info ensures full compliance and smooth tax reporting and payments.
6. Submit Authorization Forms
Complete and sign any required payroll authorizations.
Why it matters:
These forms authorize Atto to process payroll and file taxes on your behalf. They must be submitted before your first payroll can be approved.
7. Invite Employees
Once your company account is active, you can start onboarding your team.
Ask your team to create their Atto accounts.
After they join, invite them to Atto Payroll so they can submit personal, tax, and payment info.
Need more help?
Reach out to our team — we’re here to guide you through every step.