Document Checklist for Payroll Setup

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Getting ready for payroll involves gathering specific documents to ensure a smooth and compliant setup process. This checklist focuses on the critical documents needed for verifying your Employer Identification Number (EIN) and State/Local Tax ID Numbers.

Documents Checklist

Before starting your payroll setup, make sure to have the following documents at hand:

1. Employer Identification Number (EIN) Documentation:

  • Form 941 (Employer's Quarterly Federal Tax Return): This form is used to report income taxes, social security tax, or Medicare tax withheld from employees' paychecks and to pay the employer's portion of social security or Medicare tax.

2. State/Local Tax ID Numbers Documentation:

  • State Quarterly Wage Reporting Forms: These are specific to each state and are used to report wages paid, tax withheld, and unemployment insurance contributions.
  • State Unemployment Tax Forms (SUTA): Documents related to state unemployment contributions.
  • Previous State Tax Filings: Any state tax filings that include your State/Local Tax ID Numbers.

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