employer-payroll

Employer Payroll Setup — FIRM1040®

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What we collect and why

This intake captures the legal and tax identifiers for your business so we can set up payroll accurately and file the right returns from day one. Your information is encrypted in transit and handled in confidence.

Your Information

The person submitting this form

Are You an Existing FIRM1040 Client? *

Please select an option.

If you’re a current client, we already have your personal information on file.

Business Information

Legal and tax identifiers for the business

Business Name *

Please enter your business name.

Business Type *

Please select a business type.

State of Incorporation *

Please select the state.

Business EIN *

Please enter a valid 9-digit EIN.

State Employer Account Number *

Please enter your state employer account number.

State Unemployment Account Number *

Please enter your state unemployment account number.

Business Address — Street *

Please enter your business street address.

City *

Please enter the city.

State *

Please select the state.

Zip Code *

Please enter the zip code.

III

Bank Account & Payroll History

Business funding account and prior payroll details

Authorization. By providing the account information below and submitting this form, you authorize FIRM1040 to debit and credit this account for the purpose of processing payroll obligations including direct deposits, payroll tax payments, and payroll service fees. This authorization remains in effect until you revoke it in writing.

Business Routing Number *

Please enter a valid 9-digit routing number.

Business Account Number *

Please enter your account number.

Do you have payroll history? *

Please select an option.

If yes, we’ll request prior payroll reports during onboarding to ensure year-to-date totals are continuous.

Signature & Date

Confirm and sign

Full Legal Name (Signature) *

Please type your full legal name.

Typing your name here serves as your electronic signature.

Date *

Please confirm the date.

I confirm that I am authorized to act on behalf of the business identified above and that the information provided is accurate and complete to the best of my knowledge. I authorize FIRM1040 to use this information for payroll setup and tax filing.

Please acknowledge before submitting.

By submitting, you authorize FIRM1040 to use the information above for payroll setup, tax filings, and ACH processing. Your data is encrypted in transit.