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Document Checklist for Payroll Setup

Updated over 3 weeks 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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