Hi Mark!

Thanks for confirming your email address! I am sure that you are anxious to get started, and maybe you even have a few questions, so here are the next steps to get your company all set up.

We will take care of all the initial setup for you to make sure that your account is set up correctly. To do that, we first need you to complete and return some forms that will give us the information we need. All of the fields on the forms are required, unless otherwise indicated. All forms are fill-in pdf forms, so please save them first to your machine, then open the saved version and type in all of the information before saving again. In order to assure accuracy we cannot accept any handwritten forms.

The following documents are required for ALL accounts (please click the form link to download):
  1. Signer Setup Form - This form is necessary to set up at least one individual as someone legally authorized to have signature power for the company. This person will be required to approve all account changes. Multiple forms can be filled out for multiple authorized individuals.
  2. New Employee Setup Form - We will need one form completed for each active, inactive, and terminated employee (and contractor, if applicable) that has been paid or will be paid in the current year. This will ensure that every person who is required to receive a W-2 will be able to get one. *Please note that each form should also be accompanied by a federal W-4 form and a state withholding certificate (if applicable) for each W-2 employee.
  3. Copy of a voided check for your payroll account - This is needed to gather your bank account information and to compile your check layout format.
  4. Copy of your IRS provided SS-4 form - This will provide us with your Legal Name and FEIN.
The following forms are required only if you wish to use either or both of the optional fee-based services (Payroll Tax Service and/or Direct Deposit Service):
  1. ACH Credit Application - This form allows Payroll4Free.com to verify your creditworthiness for ACH purposes.
  2. Client Debit Authorization - Authorizes Payroll4Free.com to initiate debit entries and, if necessary, credit entries to your company bank account with regards to employee direct deposits and any applicable fees.
The following forms are required only if you wish to use Payroll Tax Service (not applicable if you have no W-2 employees):
  1. Federal Form 8655 - This form designates Payroll4Free.com to be your reporting agent and allows us to submit tax forms and deposits to tax agencies on your behalf. Please complete the Taxpayer section at the top and the signature section at the bottom. If your business uses either form 944 or 943 instead of 941, please move the quarter and year information to the applicable form in items 15 and 16.
  2. Copy of your most recent withholding and unemployment forms filed with your state or local tax authority (if applicable), as well as your state unemployment rate determination notice - This will provide us with the appropriate employer account numbers you have with each state and local agency, as well as the correct unemployment rate to set up.
  3. Information for all tax deposits made to all payroll tax agencies in the current year - This is needed to avoid over- or under-paying the respective tax agencies.
  4. Your federal and state withholding deposit schedules - we need this information in order to know how often to make deposits of the withheld taxes.
The following form is required only if you wish to use Direct Deposit Service:
  1. ACH Security Deposit Authorization - This form indicates the amount of security deposit that you will be providing in order to be able to use our bank to process your employee direct deposits.
Once you have all forms ready, please return them as attachments via email to setup@payroll4free.com. If you are unsure about your tax ID numbers, deposit schedules, or any other required information that applies to your tax situation, please contact the appropriate tax agency for help. If you have any questions for Payroll4Free.com, you may contact us via email at setup@payroll4free.com or by phone at 855.PR4.FREE.

Once again, thank you for choosing Payroll4Free.com. We look forward to helping you with all of your payroll needs.

Best Regards,

Payroll4Free.com
Account Implementation Team
855.PR4.FREE