Items needed to setup Payroll:
EMPLOYEE REQUIREMENTS:
W-4 FORM: Employees need to fill out form W4 (see attached). They need to indicate their filing status sign and provide to employer.
I-9 FORM: Form I-9 needs to be filled out by both of you and a copy of her social security card and drivers license for example needs to be kept by you on file (don’t send I-9 form to us, but keep for your files, you need it to backup legal / immigration matters).
Direct Deposit: If employee wants to be paid via direct deposit, then contact us for setup procedures.
EMPLOYER REQUIREMENTS:
Workers Compensation: You need to have workers compensation insurance in place before you hire anyone. Contact your insurance agent to obtain WC Insurance. You can apply with the State Compensation Fund for CA at this link
Posting requirements: Employers are required to place in their place of business a poster showing the current laws including the current minimum wage and other employee rights. You can get this poster from commercial vendors or if you want to get the free ones, you can go to the below link for CA:
NEW HIRE FORM: States usually require that new employees be registered on their systems by you filling out a new hire form and mailing to the state. Our system does not generate or e/file this form and you need to manually mail this form to the State after filling out the employee information. In CA, you need to file a form DE-34 – Report of New Employees.
Form 8655– After you setup the payroll with us, we will send you form 8655 to review and sign and send back to us with other documents. Please note that you are not required to setup electronic services through us and you can and it is actually recommended by us that you sign up with the IRS directly at www.eftps.gov If you sign up through EFTPS.gov, then you can make electronic tax payments required to the IRS and also monitor all taxes which are paid.
