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Document Checklist for Payroll Setup

Updated over 10 months ago

Before setting up payroll in Atto, you’ll need to gather specific documents that verify your company’s tax IDs. Having this information ready helps ensure a smooth and compliant onboarding experience.


What You’ll Need

1. Employer Identification Number (EIN)

Used to report income taxes and employer payroll taxes to the IRS.

Look for your EIN on:

  • Form 941 – Employer’s Quarterly Federal Tax Return

  • IRS Letters or Notices

  • Online IRS Account

  • Or call the IRS Business & Specialty Tax Line: 1-800-829-4933


2. State and Local Tax ID Numbers

These are required for state income tax, state unemployment tax, and local tax compliance.

Look for your State ID(s) on:

  • State Quarterly Wage Reports

  • State Unemployment Tax (SUTA) Forms

  • Previous State or Local Tax Filings

  • Or contact your state’s Department of Revenue or Taxation


Missing a State ID?

If you’ve applied but haven’t received your State Tax ID yet, you can proceed by selecting “Applied for but not yet received” during setup.

📌 Just remember to update it in your Atto account as soon as it’s issued to avoid processing delays or penalties.


Need more help?

Just message us via in-app chat or reach out to our team — we’ve got you.

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