SlideShare a Scribd company logo
1 of 1
Download to read offline
Items to Have On-Hand Before
Contact: Stefan Schumacher | 847-676-8420 ext. 7173 | stefan.schumacher@surepayroll.com
Copyright © 2015 SurePayroll. A Paychex Company. All rights reserved.
Which Business Type are You?
(Not Registered with the IRS)
This is you if you don’t have a
Federal Identification Number (EIN).
Have your account number and routing number ready.
If you have employees you’ll need the following information:
• Personal: name, address, Social Security number and email address.
• Pay information: Birth date, hire date, status type, pay amount and deductions.
• Marital status and allowances from their W4 form.
• Direct deposit information (if applicable).
Have these items on hand: Have these items on hand:
Don’t have
your EIN?
Start here.
(Registered with the IRS)
This is you if you have your EIN
from the IRS.
Enrolling with a Payroll Service
Get your EIN number from
the IRS. It’s easy, free and
automatic.
Visit
https://www.irs.gov/
Find your EIN from
any IRS document within
the last 3 years (letter,
previous tax filing)
Register with each state for income tax
and employment insurance.
Note: These states don’t have
income tax: AK, FL, NH, NV, SD, TN, TX,
WA and WY.
Find your number and the state’s
unemployment rate from a letter, notice
or previous tax filing.
Note: These states don’t have
income tax: AK, FL, NV, NH, SD, TN, TX,
WA and WY.
10th Anniversary SaleGRAND OPENING
Existing BusinessNew Business
State Identification Number State Identification Number
Company Bank Account Information
Employee Information
Federal Identification
Number
Federal Identification
Number

More Related Content

Similar to Enrolling with a Payroll Service? Have These Items Ready

Taxpayer identification number tin
Taxpayer identification number tinTaxpayer identification number tin
Taxpayer identification number tinExpress TruckTax
 
Sprintax Federal Tax Filing Checklist + Reviews
Sprintax Federal Tax Filing Checklist + ReviewsSprintax Federal Tax Filing Checklist + Reviews
Sprintax Federal Tax Filing Checklist + Reviewshappyschools
 
Five Tax Tips on Making Estimated Tax Payments
Five Tax Tips on Making Estimated Tax PaymentsFive Tax Tips on Making Estimated Tax Payments
Five Tax Tips on Making Estimated Tax PaymentsAlexaGabriel1
 
General ITIN Information
General ITIN InformationGeneral ITIN Information
General ITIN Informationkate winslet
 
Identity Theft and Your SSN
Identity Theft and Your SSNIdentity Theft and Your SSN
Identity Theft and Your SSNGreg Ewers
 
Singer senatinon ein number 05202015
Singer senatinon ein number 05202015Singer senatinon ein number 05202015
Singer senatinon ein number 05202015SHAUN J FEDERICO
 
Tax return identify fraud, nasba registered academy
Tax return identify fraud, nasba registered academyTax return identify fraud, nasba registered academy
Tax return identify fraud, nasba registered academyAccountingED
 
SOME FACTS ABOUT IDENTITY THEFT AND TAXES - Advance Tax Relief
SOME FACTS ABOUT IDENTITY THEFT AND TAXES - Advance Tax ReliefSOME FACTS ABOUT IDENTITY THEFT AND TAXES - Advance Tax Relief
SOME FACTS ABOUT IDENTITY THEFT AND TAXES - Advance Tax ReliefNOAH DANIELS EA
 
How to Protect your SIN
How to Protect your SINHow to Protect your SIN
How to Protect your SINEmilyMoar
 
Tax Filing Fraud Rampant This Tax Season
Tax Filing Fraud Rampant This Tax SeasonTax Filing Fraud Rampant This Tax Season
Tax Filing Fraud Rampant This Tax SeasonBrown Smith Wallace
 
Things You Should Know About Identity Theft In Tax Season
Things You Should Know About Identity Theft In Tax Season Things You Should Know About Identity Theft In Tax Season
Things You Should Know About Identity Theft In Tax Season Avni Rajput
 
The Legalities For Hiring Employees
The Legalities For Hiring EmployeesThe Legalities For Hiring Employees
The Legalities For Hiring EmployeesFit Small Business
 

Similar to Enrolling with a Payroll Service? Have These Items Ready (20)

How do i enroll
How do i enrollHow do i enroll
How do i enroll
 
Taxpayer identification number tin
Taxpayer identification number tinTaxpayer identification number tin
Taxpayer identification number tin
 
EIN vs TIN - What Every Business Owner Should Understand.pptx
EIN vs TIN - What Every Business Owner Should Understand.pptxEIN vs TIN - What Every Business Owner Should Understand.pptx
EIN vs TIN - What Every Business Owner Should Understand.pptx
 
Iss4
Iss4Iss4
Iss4
 
Sprintax Federal Tax Filing Checklist + Reviews
Sprintax Federal Tax Filing Checklist + ReviewsSprintax Federal Tax Filing Checklist + Reviews
Sprintax Federal Tax Filing Checklist + Reviews
 
Five Tax Tips on Making Estimated Tax Payments
Five Tax Tips on Making Estimated Tax PaymentsFive Tax Tips on Making Estimated Tax Payments
Five Tax Tips on Making Estimated Tax Payments
 
General ITIN Information
General ITIN InformationGeneral ITIN Information
General ITIN Information
 
Identity Theft and Your SSN
Identity Theft and Your SSNIdentity Theft and Your SSN
Identity Theft and Your SSN
 
Nine Common Filing Errors to Avoid
Nine Common Filing Errors to AvoidNine Common Filing Errors to Avoid
Nine Common Filing Errors to Avoid
 
Ten things to know about identity theft
Ten things to know about identity theftTen things to know about identity theft
Ten things to know about identity theft
 
Singer senatinon ein number 05202015
Singer senatinon ein number 05202015Singer senatinon ein number 05202015
Singer senatinon ein number 05202015
 
Tax-Related Identity Theft
Tax-Related Identity TheftTax-Related Identity Theft
Tax-Related Identity Theft
 
Tax return identify fraud, nasba registered academy
Tax return identify fraud, nasba registered academyTax return identify fraud, nasba registered academy
Tax return identify fraud, nasba registered academy
 
SOME FACTS ABOUT IDENTITY THEFT AND TAXES - Advance Tax Relief
SOME FACTS ABOUT IDENTITY THEFT AND TAXES - Advance Tax ReliefSOME FACTS ABOUT IDENTITY THEFT AND TAXES - Advance Tax Relief
SOME FACTS ABOUT IDENTITY THEFT AND TAXES - Advance Tax Relief
 
How to Protect your SIN
How to Protect your SINHow to Protect your SIN
How to Protect your SIN
 
Tax Filing Fraud Rampant This Tax Season
Tax Filing Fraud Rampant This Tax SeasonTax Filing Fraud Rampant This Tax Season
Tax Filing Fraud Rampant This Tax Season
 
Things You Should Know About Identity Theft In Tax Season
Things You Should Know About Identity Theft In Tax Season Things You Should Know About Identity Theft In Tax Season
Things You Should Know About Identity Theft In Tax Season
 
Tax preparation e c5
Tax preparation e c5Tax preparation e c5
Tax preparation e c5
 
The Legalities For Hiring Employees
The Legalities For Hiring EmployeesThe Legalities For Hiring Employees
The Legalities For Hiring Employees
 
IRS issues the top 10 tax time tips
IRS issues the top 10 tax time tipsIRS issues the top 10 tax time tips
IRS issues the top 10 tax time tips
 

More from SurePayroll

1 in 3 Small Businesses Offer Health Care
1 in 3 Small Businesses Offer Health Care1 in 3 Small Businesses Offer Health Care
1 in 3 Small Businesses Offer Health CareSurePayroll
 
Small Business Optimism Hits New Load
Small Business Optimism Hits New LoadSmall Business Optimism Hits New Load
Small Business Optimism Hits New LoadSurePayroll
 
2016 Small Business Tax Guide
2016 Small Business Tax Guide2016 Small Business Tax Guide
2016 Small Business Tax GuideSurePayroll
 
Should Your Business Be on Snapchat?
Should Your Business Be on Snapchat?Should Your Business Be on Snapchat?
Should Your Business Be on Snapchat?SurePayroll
 
5 Most Common Payroll Mistakes Among New Companies
5 Most Common Payroll Mistakes Among New Companies5 Most Common Payroll Mistakes Among New Companies
5 Most Common Payroll Mistakes Among New CompaniesSurePayroll
 
SurePayroll Small Business Scorecard - November 2015
SurePayroll Small Business Scorecard - November 2015SurePayroll Small Business Scorecard - November 2015
SurePayroll Small Business Scorecard - November 2015SurePayroll
 
What Scares Small Business Owners Most?
What Scares Small Business Owners Most?What Scares Small Business Owners Most?
What Scares Small Business Owners Most?SurePayroll
 
What Americans Want at Work
What Americans Want at WorkWhat Americans Want at Work
What Americans Want at WorkSurePayroll
 
SurePayroll June 2014 Small Business Scorecard
SurePayroll June 2014 Small Business ScorecardSurePayroll June 2014 Small Business Scorecard
SurePayroll June 2014 Small Business ScorecardSurePayroll
 
Rules for Docking Employee Pay
Rules for Docking Employee PayRules for Docking Employee Pay
Rules for Docking Employee PaySurePayroll
 
SurePayroll Small Business Scorecard May 2014
SurePayroll Small Business Scorecard May 2014SurePayroll Small Business Scorecard May 2014
SurePayroll Small Business Scorecard May 2014SurePayroll
 
How Many Sick Days Should You Give?
How Many Sick Days Should You Give?How Many Sick Days Should You Give?
How Many Sick Days Should You Give?SurePayroll
 
Small Business Development Centers Guide
Small Business Development Centers GuideSmall Business Development Centers Guide
Small Business Development Centers GuideSurePayroll
 
SurePayroll April 2014 scorecard
SurePayroll April 2014 scorecardSurePayroll April 2014 scorecard
SurePayroll April 2014 scorecardSurePayroll
 
Small Business Certifications: Do you Qualify?
Small Business Certifications: Do you Qualify?Small Business Certifications: Do you Qualify?
Small Business Certifications: Do you Qualify?SurePayroll
 
SurePayroll March 2014 Small Business Scorecard
SurePayroll March 2014 Small Business ScorecardSurePayroll March 2014 Small Business Scorecard
SurePayroll March 2014 Small Business ScorecardSurePayroll
 
February 2014 scorecard
February 2014 scorecardFebruary 2014 scorecard
February 2014 scorecardSurePayroll
 

More from SurePayroll (17)

1 in 3 Small Businesses Offer Health Care
1 in 3 Small Businesses Offer Health Care1 in 3 Small Businesses Offer Health Care
1 in 3 Small Businesses Offer Health Care
 
Small Business Optimism Hits New Load
Small Business Optimism Hits New LoadSmall Business Optimism Hits New Load
Small Business Optimism Hits New Load
 
2016 Small Business Tax Guide
2016 Small Business Tax Guide2016 Small Business Tax Guide
2016 Small Business Tax Guide
 
Should Your Business Be on Snapchat?
Should Your Business Be on Snapchat?Should Your Business Be on Snapchat?
Should Your Business Be on Snapchat?
 
5 Most Common Payroll Mistakes Among New Companies
5 Most Common Payroll Mistakes Among New Companies5 Most Common Payroll Mistakes Among New Companies
5 Most Common Payroll Mistakes Among New Companies
 
SurePayroll Small Business Scorecard - November 2015
SurePayroll Small Business Scorecard - November 2015SurePayroll Small Business Scorecard - November 2015
SurePayroll Small Business Scorecard - November 2015
 
What Scares Small Business Owners Most?
What Scares Small Business Owners Most?What Scares Small Business Owners Most?
What Scares Small Business Owners Most?
 
What Americans Want at Work
What Americans Want at WorkWhat Americans Want at Work
What Americans Want at Work
 
SurePayroll June 2014 Small Business Scorecard
SurePayroll June 2014 Small Business ScorecardSurePayroll June 2014 Small Business Scorecard
SurePayroll June 2014 Small Business Scorecard
 
Rules for Docking Employee Pay
Rules for Docking Employee PayRules for Docking Employee Pay
Rules for Docking Employee Pay
 
SurePayroll Small Business Scorecard May 2014
SurePayroll Small Business Scorecard May 2014SurePayroll Small Business Scorecard May 2014
SurePayroll Small Business Scorecard May 2014
 
How Many Sick Days Should You Give?
How Many Sick Days Should You Give?How Many Sick Days Should You Give?
How Many Sick Days Should You Give?
 
Small Business Development Centers Guide
Small Business Development Centers GuideSmall Business Development Centers Guide
Small Business Development Centers Guide
 
SurePayroll April 2014 scorecard
SurePayroll April 2014 scorecardSurePayroll April 2014 scorecard
SurePayroll April 2014 scorecard
 
Small Business Certifications: Do you Qualify?
Small Business Certifications: Do you Qualify?Small Business Certifications: Do you Qualify?
Small Business Certifications: Do you Qualify?
 
SurePayroll March 2014 Small Business Scorecard
SurePayroll March 2014 Small Business ScorecardSurePayroll March 2014 Small Business Scorecard
SurePayroll March 2014 Small Business Scorecard
 
February 2014 scorecard
February 2014 scorecardFebruary 2014 scorecard
February 2014 scorecard
 

Recently uploaded

TRMNL4. StartUp Academy by Genesis and Meta.pdf
TRMNL4. StartUp Academy by Genesis and Meta.pdfTRMNL4. StartUp Academy by Genesis and Meta.pdf
TRMNL4. StartUp Academy by Genesis and Meta.pdfStartup Grind
 
data flow diagram for e commerce website
data flow diagram for e commerce websitedata flow diagram for e commerce website
data flow diagram for e commerce website33073
 
Obersation Lab for understanding the customer.
Obersation Lab for understanding the customer.Obersation Lab for understanding the customer.
Obersation Lab for understanding the customer.ThomasWoart1
 
Create A Workspace For Work From Home 1.pptx
Create A Workspace For Work From Home 1.pptxCreate A Workspace For Work From Home 1.pptx
Create A Workspace For Work From Home 1.pptxVanishasNews
 
Introduction-to-United-States-Business-Registration
Introduction-to-United-States-Business-RegistrationIntroduction-to-United-States-Business-Registration
Introduction-to-United-States-Business-RegistrationUSBRI
 
Driving Bangladesh's Growth: Demand Soars for Quality Supply Chain Managers.pptx
Driving Bangladesh's Growth: Demand Soars for Quality Supply Chain Managers.pptxDriving Bangladesh's Growth: Demand Soars for Quality Supply Chain Managers.pptx
Driving Bangladesh's Growth: Demand Soars for Quality Supply Chain Managers.pptxPraloy Chowdhury
 
PeerPreneur Straight Up Care Marketing 101
PeerPreneur Straight Up Care Marketing 101PeerPreneur Straight Up Care Marketing 101
PeerPreneur Straight Up Care Marketing 101mlicam615
 

Recently uploaded (7)

TRMNL4. StartUp Academy by Genesis and Meta.pdf
TRMNL4. StartUp Academy by Genesis and Meta.pdfTRMNL4. StartUp Academy by Genesis and Meta.pdf
TRMNL4. StartUp Academy by Genesis and Meta.pdf
 
data flow diagram for e commerce website
data flow diagram for e commerce websitedata flow diagram for e commerce website
data flow diagram for e commerce website
 
Obersation Lab for understanding the customer.
Obersation Lab for understanding the customer.Obersation Lab for understanding the customer.
Obersation Lab for understanding the customer.
 
Create A Workspace For Work From Home 1.pptx
Create A Workspace For Work From Home 1.pptxCreate A Workspace For Work From Home 1.pptx
Create A Workspace For Work From Home 1.pptx
 
Introduction-to-United-States-Business-Registration
Introduction-to-United-States-Business-RegistrationIntroduction-to-United-States-Business-Registration
Introduction-to-United-States-Business-Registration
 
Driving Bangladesh's Growth: Demand Soars for Quality Supply Chain Managers.pptx
Driving Bangladesh's Growth: Demand Soars for Quality Supply Chain Managers.pptxDriving Bangladesh's Growth: Demand Soars for Quality Supply Chain Managers.pptx
Driving Bangladesh's Growth: Demand Soars for Quality Supply Chain Managers.pptx
 
PeerPreneur Straight Up Care Marketing 101
PeerPreneur Straight Up Care Marketing 101PeerPreneur Straight Up Care Marketing 101
PeerPreneur Straight Up Care Marketing 101
 

Enrolling with a Payroll Service? Have These Items Ready

  • 1. Items to Have On-Hand Before Contact: Stefan Schumacher | 847-676-8420 ext. 7173 | stefan.schumacher@surepayroll.com Copyright © 2015 SurePayroll. A Paychex Company. All rights reserved. Which Business Type are You? (Not Registered with the IRS) This is you if you don’t have a Federal Identification Number (EIN). Have your account number and routing number ready. If you have employees you’ll need the following information: • Personal: name, address, Social Security number and email address. • Pay information: Birth date, hire date, status type, pay amount and deductions. • Marital status and allowances from their W4 form. • Direct deposit information (if applicable). Have these items on hand: Have these items on hand: Don’t have your EIN? Start here. (Registered with the IRS) This is you if you have your EIN from the IRS. Enrolling with a Payroll Service Get your EIN number from the IRS. It’s easy, free and automatic. Visit https://www.irs.gov/ Find your EIN from any IRS document within the last 3 years (letter, previous tax filing) Register with each state for income tax and employment insurance. Note: These states don’t have income tax: AK, FL, NH, NV, SD, TN, TX, WA and WY. Find your number and the state’s unemployment rate from a letter, notice or previous tax filing. Note: These states don’t have income tax: AK, FL, NV, NH, SD, TN, TX, WA and WY. 10th Anniversary SaleGRAND OPENING Existing BusinessNew Business State Identification Number State Identification Number Company Bank Account Information Employee Information Federal Identification Number Federal Identification Number