Step 1: Information Needed for Sales Order Business Legal Name: DBA (Optional) : Business Entity Type (LLC, S Corp, Corp): Primary Contact Name: Phone Number: Email: Legal Address (City, State, Zip Code): Employee Count: Hourly or Salary Employees? Pay Frequency: Federal EIN: First Check Date: Previous Payroll Provider? (if applicable):

Step 2: Documents Needed for Payroll Business Voided Check (please send a clear photograph of the check showing all four corners and no markings other than ‘VOID’ written on it) IRS Document with FEIN Number (SS4) Employee information form for each employee *attached*. You may include a W4 in addition to this if you’d like. State Withholding Tax ID (SIT) State Unemployment Tax ID (SUI) Local IDs (if applicable) If this client has run payroll this year, I will need to collect balances. I will give further instruction if this applie