Payroll Setup Info (Owners/Officers) Payroll Setup Information (Officers/Directors/Owners) Your company legal name, DBA (if applicable) or Name To Report Payroll Under * Please use your legal business name if already established (Must match State or Federal Records.) If A Sole Prop or Business is under your name use that. 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 Please Type "New Business" if you do not yet have a Federal EIN. Business State Tax Withholding ID Number (if known) Your State (Ca EDD) payroll account number. If this is a new business or your have never applied for a Payroll tax account with State before Please Type "New Business" Business State Corporation Number if a corp. (if known) This field is for your CA corporation number if incorporated. If you are not incorporated (i.e sole proprietor) you will not have this special State Id. Owner/Directors Name * Primary Owners 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 if different. EDD is the California Payroll Tax Department and they require the personal address of the main Owner/Director if different. Owner/Director Address (Required By Most States) City City State/Province State/Province Zip/Postal Zip/Postal Primary Owner/Director SS# * Primary Owner/Director Date of Birth * Date of birth Information is used by most States to verify Owner/Directors. Primary Owner/Director Cell Phone Number * Primary 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 If owner will also be taking a payroll. * Single 0 Single 1 Single 2 Single 3 Single 4 Single 5 Married 0 Married 1 Married 2 Married 3 Married 4 Married 5 Owner Not Taking Payroll The IRS W4 has changed over the past few years and no longer uses the simpler method of dependents in the household however, this info is still relavant in the calculation of withholding. How Many Dependents (if any) Are under 17? * The age of your dependents (if any) matters due to child tax credits. Do You Or Your Spouse Work Other Jobs? * Primary Owner Works Multiple Jobs My Spouse Works or Has Multiple Jobs. No Other W2 Jobs For Either. Choose all that apply. Extra Federal Withholding (per ck) Enter the amount of any additional Federal withholding you want deducted each pay period. Extra State Withholding (per ck) Enter the amount of any additional State withholding you want deducted each pay period. What Position(s) Do You Hold? (Check all that apply) * President or CEO Secretary Treasurer Owner/Partner Which Payroll Plan Are You Applying for? (select all that apply) * Multiple employees, including Officers (Requires Monthly Automatic Recurring ACH Payments, Current Base Rate $155 per mo.) Officer Only Quarterly Plan. (Requires Up Front Annual Payment (current base rate $895 for 12 months of payroll service) Household Employee(s) Only Plan. (Requires Monthly Automatic Recurring ACH Payments, Current Base Rate $155 per mo.) Please select the type of payroll plan your company will need. I.e., management only payroll, or multiple employees, or both. Business Info Primary Business Email Address * Will be used for Payroll communication. Business Purpose of your company (Corporations) 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 (add'l fees apply) Health Insurance Retirement Plans Garnishments (child/spousal support) Reimbursements Select all deductions that are applicable now or that may become applicable in the future. Have You Spoken To Wagner Tax About Suggested Payroll Wage Amounts For Your Officer Compensation? * I Have Spoken With A Wagner Representative About What I Will Base My Payroll Amounts On. I Have My Own Advisor For Payroll Compensation Amounts And Do Not Require Advisement from Wagner Tax. Please use the note section below to provide any detailed compensation amounts or notes you wish to give us. Wagner Tax Payroll Service Fee(s) * I have been informed of the amount and frequency of my Payroll Service Fees. As a condition of my Payroll Service Plan, I authorize Wagner Tax & Accounting to debit my payroll service fees from the bank account listed below, in accordance with the terms of my 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 Service Fees Our service fee(s) are automatically drawn by recurring debit from your bank account in accordance with your payroll plan (Monthly or Annually). 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: 516MB Notes Please add any Notes or Questions you may have. Submit If you are human, leave this field blank.
