Client Setup Form PDF Details

When starting a business or updating client information in the business services sector, especially in payroll and tax services, a comprehensive and detailed approach is essential for ensuring accuracy and compliance with legal requirements. The Client Setup Form is a critical tool used for this purpose, meticulously designed to capture all necessary information about a new or updating client. It carefully guides the client through providing their business name, including any "Doing Business As" (DBA) names, contact details for payroll inquiries, the type of business ownership, and detailed payroll frequency. Crucially, it requires state and federal identification numbers, which are indispensable for tax purposes. The form doesn't stop at just the basics; it delves deeper into the operation's specifics, requesting information on state withholding settings, the business's tax address, and how the company prefers to handle tax and payroll deposits, including whether electronic deposits are desired. Additionally, it addresses more nuanced needs like additional service requests, multiple location management under the same Federal ID, prior payroll processing within the current year, preferred methods of delivery for payroll documentation, and detailed department categorization within the company. This form acts not only as a preliminary step for payroll processing but also as a critical document ensuring that all aspects of employee payment and tax reporting are correctly set up from the get-go, reflecting its importance not just in payroll administration but in business operations management at large.

QuestionAnswer
Form NameClient Setup Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesnew payroll client setup form, how to setup dotloop for client to fill in form, new client set up form employment agency, labcorp client user set up form

Form Preview Example

New Client Setup Form

Please complete all fields marked with a checkbox!

Client Name:_____________________________________ State Employer Identification Numbers

(True name of Business, i.e. Corporation or proprietors name.)

DBA:____________________________________________

(Name you are “Doing Business AS”)

Payroll Contact:__________________________________

(First and Last name of person or persons we can contact for information)

Ownership:______________________________________

(List type of ownership, i.e., Corporation, Sole Proprietor, Partnership)

Pay Periods Per Year:________________________

(Weekly=52, Bi-Weekly=26, Bi-Monthly=24, Monthly=12)

Federal EIN:________________________

State Withholding #_________________________________________

State Unemployment #______________________________________

State Unemployment percentage Rate____________%

Phone Numbers

Main number for contact person (

) _______________________

Fax number (

) _______________________

Email Address (required)_____________________________________

State(s) of Witholding:____________________________

(List state(s) in which withholding tax will be withheld)

Tax Address:

__________________________________________________

__________________________________________________

(This address is where you receive your tax notices or mail)

Checking Account Information Please attach copy of cancelled or voided check and list starting check number.

Starting check #_______________

Delivery Address:

Please list delivery address if different from Tax Address.

____________________________________________________________

Federal & Stat e Tax Deposits

Would you like AccuChex to deposit all taxes electrically for you?

__________ Yes/No

Do you deposit your taxes Monthly or Every payroll?

______________________

____________________________________________________________

____________________________________________________________

Additional Services: Please check what you need/want!

Check boxes of additional services needed. Additional charges apply. Other charges could apply for services not listed but needed. Contact AccuChex for charges.

Multiple Locations

Does your company have other locations under the same Federal ID? If so please list names of locations.

______________________________________________________________

Prior Pay

Has your company had payroll in this current year? Yes/no

__________ If so we will need all prior pay. Please contact

AccuChex for the detailed information we will need.

Delivery

Please list the method of delivery. Courier, regular mail, priority mail, overnight or hold for pickup. Call for charges.

______________________________________________________________

*Electronic Tax Deposits:

$8.95 per pay period plus $2.00 for add. states

*Direct Deposit:

$6.95 per Pay period plus 20¢ per transaction.

Pre-signed checks:

5¢ per signed check.

Security Sealed Checks:

10¢ per sealed check.

New Hire Reporting:

$1.00 per transaction.

Payroll Ending Day:_________

Payroll Pay Day: ___________

Payroll Call Day:___________

**Note: Must have 48 hour notice for direct deposit, elec- tronic taxes and delivery

E-Verify:

$10.00 One time setup fee $3.00 Per Employee

Department Listing

Please list all departments you use in your company. Must have at least one department, i.e. 10-General Employees

______________________________________________________________

______________________________________________________________

We will also need all detailed information on your employees, i.e. Name,

address, social security number, filing status, number of exemptions, department and rate of pay. Please send “New Employee Data Sheet” and form “I-9”

______________________________________________________________

How to Edit Client Setup Form Online for Free

how to setup dotloop for client to fill in form can be filled in online effortlessly. Simply make use of FormsPal PDF editor to perform the job promptly. FormsPal is focused on providing you the perfect experience with our editor by consistently introducing new capabilities and improvements. With all of these updates, working with our tool becomes easier than ever! All it takes is a couple of easy steps:

Step 1: Hit the "Get Form" button above on this webpage to open our PDF tool.

Step 2: Once you open the PDF editor, you'll notice the document prepared to be completed. Besides filling out various blanks, you might also do several other things with the Document, that is putting on any textual content, modifying the original textual content, adding illustrations or photos, signing the document, and a lot more.

With regards to the blank fields of this particular document, this is what you should know:

1. The how to setup dotloop for client to fill in form requires certain information to be typed in. Ensure that the following fields are completed:

labcorp client user set up form completion process clarified (portion 1)

2. Once your current task is complete, take the next step – fill out all of these fields - Tax Address, This address is where you receive, Federal Stat e Tax Deposits, Would you like AccuChex to deposit, Do you deposit your taxes Monthly, Prior Pay Has your company had, Checking Account Information, Additional Services Please check, Direct Deposit per Pay period, Presigned checks per signed check, Security Sealed Checks per sealed, New Hire Reporting per transaction, Payroll Ending Day Payroll Pay Day, and EVerify One time setup fee Per with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Filling out segment 2 of labcorp client user set up form

3. Through this stage, review Department Listing Please list all, We will also need all detailed, and address social security number. Each one of these are required to be taken care of with greatest focus on detail.

Writing segment 3 in labcorp client user set up form

Always be very mindful when filling out We will also need all detailed and Department Listing Please list all, as this is where most users make errors.

Step 3: Go through the information you have typed into the form fields and then click the "Done" button. After getting a7-day free trial account with us, it will be possible to download how to setup dotloop for client to fill in form or send it through email at once. The PDF form will also be readily accessible in your personal cabinet with your every modification. FormsPal is devoted to the personal privacy of our users; we make sure all personal data processed by our tool is secure.

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