To Get Started With Preferred Payroll Services, You'll Need:
Voided company checkProof of Federal and State withholding ID Numbers
EMPLOYEE INFO NEEDED
Year to date wages (gross to net) on all active and terminated employees plus the company totalsQuarter to date wages (gross to net) on all active and terminated employees (needed for mid-quarter starts)Employee Information for all active and terminated employees in the current year. W4 info. (+) rates / earnings / deductions
| Name Address Social Security Number Maritial Status |
Rate of Pay Exemptions Claimed Voluntary Deduction Departmental Information |
Any current wage descriptions, i.e. child support, insurance, garnishments, 401k's, simple IRA's....
FEDERAL INFO NEEDED
IRS letter stating the deposit frequency for the current yearFederal (941) tax returns for the current yearFederal (941) deposits made in the current quarter, needed for mid-quarter startsFUTA (940) deposits made in current year
STATE INFO NEEDED
State withholding couponsAll State withholding deposits made in the current yearSUI rate for current year. Copy of rate letter of current yearSUI tax returns for the current year