New Payroll Client Intake

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Name of Business *

Email address *

Main contact / owner of the business and phone number. *

Secondary contact name and phone number

How many employees? *

1-5

6-10

11-19

20-29

30+

Will you be writing paper checks or doing direct deposit? *

I will write the paper checks myself

I want to utilize direct deposit

Other:

Have you set up an EIN and business bank account? *

Yes

Do you have an Idaho TAP login? (to make Withholding tax payments and file sales tax payments) *

Yes

Do you have an EFTPS payment login? (to make 941 tax payments to the IRS for Social Security, Medicare, Federal Withholding, etc) *

Yes

How often is your payroll going to be processed? *

Weekly

Every 2 Weeks (bi-weekly)

Twice a Month (semi-monthly)

Monthly

Quarterly

Do you already use Quickbooks or another business software? *

Yes, I use Quickbooks

I use another finance program or service for my bookkeeping

Are you interested in Bookkeeping services?

Yes

Clear selection

Is there any other information you think I will need that you would like to share

Submit

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