Payroll Administration
Please complete the intake form to get started with your customized payroll administration solution!  

Afterwards, a member of K. Coleman & Associates will contact you to review details and next steps.
If you would like faster service and direct information, for services and pricing, please contact our offices at (205) 777-8628 or
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Email *
Customer Contact
Please share your contact information below.
Name *
First and Last Name  
Phone number *
Preferred Contact Method *
Business Information
Please share business details below.
What type of entity is your business? *
Business Name *
EIN Number *
Business Address *
Street Address
City *
State *
Zip Code *
Is this the mailing address? *
Business  Website
Number of Employees *
Employer's State IDN
Administration Details
Pay Period *
When does the pay period start and end?
Pay Frequency *
Delivery Options *
Mark all that apply.
Delivery of Payroll Package / Reports *
Business Email *
Where should we send payroll packages and reports?
Submission of Payroll Hours *
How should payroll hours be submitted?
Company Accrual Payroll Policy
Vacation *
Sick *
Personal Day *
Company Bank *
Additional Materials Needed
Review the list below and provide the following via email to Managing Director Kendra Coleman at

+ W-4 forms for each employee.
+ Voided check for company bank account.
+ List of paid holidays.
+ Proof of Federal & State ID numbers.
+ Form 8941 Credit for Small Employer Health Insurance Premiums for look-back period and remainder of previous year (if
+ List of Departments in company (if applicable).
+ Explanation of additional accruals (other than listed above, if applicable).
+ List of additional deductions other than Federal, State, & Local deductions.
+ General ledger format.
+ List of employee pay rates or initialed employee intake sheets.
+ Employee information for any terminated employees during current year.
+ Proof of Federal, State, SUI, and FUTA tax deposits made in the current year.
+ List of accrual account amounts for each employee.

K. Coleman & Associates
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