Payroll Setup Info (Owners/Officers) Payroll Setup Information (Officers/Directors/Owners) Your company legal name, DBA (if applicable) * Please use your legal business name. Must match State or Federal Records. Business Mailing Address (official mail will be sent here) * Business Mailing Address (official mail will be sent here) Street Address Street Address Apartment/Building/Suite # Apartment/Building/Suite # City City State/Province State/Province Zip/Postal Zip/Postal Business Physical Address (if different from mailing address) Business Physical Address (if different from mailing address) Business Physical Address (if different from mailing address) Business Physical Address (if different from mailing address) City City State/Province State/Province Zip/Postal Zip/Postal Tax ID Numbers Business Federal Employer Identification Number (EIN) if known If this business has never done Payroll before Please Type "Need To Apply For ID" Business State Tax Withholding ID Number (if known) If this is a new business or your have never done Payroll before Please Type"Never Applied For" Business State Corporation Number (if known) If you are a Sole Proprietor or a General Partnership and you have not been incorporated or setup as an LLC/LLP Please Type "N/A" Owner/Directors Name * First Name, Middle Initial, Last Name Owner/Director Address (Required By Most States) * Owner/Director Address (Required By Most States) EDD is the California Payroll Tax Department and they require the personal address of the main Owner/Director EDD is the California Payroll Tax Department and they require the personal address of the main Owner/Director Owner/Director Address (Required By Most States) City City State/Province State/Province Zip/Postal Zip/Postal Owner/Director SS# * Owner/Director Date of Birth * Date of birth Information is used by most States to verify Owner/Directors. Owner/Director Cell Phone Number * Main Owner/Director/Partner Drivers Lisc # (Most States Require) * In most states a Drivers Lisc. is used as an extra verification method for the owner/director of the business. Choose your Marital Status & How Many Dependents You Are Claiming * Single 0 Single 1 Single 2 Single 3 Single 4 Single 5 Married 0 Married 1 Married 2 Married 3 Married 4 Married 5 Claiming "ZERO" always takes out the maximum taxes from your check. This makes your paycheck smaller but insures you wont owe based on this w2. The more dependents you claim the less taxes they will take out of your check. What Position(s) Do You Hold? (Check all that apply) * President or CEO Secretary Treasurer Owner/Partner Business Info Which Payroll Type Are You Applying for? (select all that apply) * Multiple Employees Including Management Payroll For Officer/Director Only (Quarterly Plan) Please select the type of payroll need you will have as a company. I.e. management only payroll, or multiple employees or both. Business Email Address * Primary Email Business Purpose of your company (brief description) * Since your newly formed company will be part of the public record, providing your business purpose allows the state, the public, and other businesses to understand what kind of work product your organization provides. Payroll Information Payroll Type(s) * Hourly Wages Salaried Wages Bonuses Commissions Sick/Vacation Pay Select All That May Apply Desired Payroll Frequency * Weekly Bi-Weekly Semi-Monthly Monthly Quarterly (Officer Only Corp Payroll) Payroll Deductions Health Insurance Retirement Plans Garnishments (child/spousal support) Reimbursements Select All That May Apply Wagner Tax Payroll Service Fee(s) * I have been informed of the amount and frequency of my Payroll Service Fees. I authorize Wagner Tax & Accounting to debit my payroll service fee(s) using the bank account below in accordance with my payroll plan. If you are unsure about your service fees or have questions please speak to your account representative before completing this form. Banking Info For Electronic Payroll Tax Payments & Our Monthly Service Fee Our service fee(s) are automatically drawn by recurring debit from your bank account in according with your payroll plan. Payroll Taxes are also drawn from the same business account when they are due. Bank Name * Bank Routing Number * Bank Account Number * Name Of Authorized Person On Account * Phone Number On Account * Your Email Address * Address On Check * Address On Check Address On Check Address On Check City City State/Province AlabamaAlaskaArkansasArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State/Province Zip/Postal Zip/Postal Please Attach A Voided Business Check (required) and any W4's you may have ready. Drop a file here or click to upload Choose File Maximum file size: 104.86MB Notes Please add any Notes or Questions you may have. Submit If you are human, leave this field blank.
