- We will send you an agreement outlining the services we will provide for you, including:
- the date of first payroll that we will be preparing or overseeing
- the due date of first federal tax deposit
- the due date for any state tax deposits or reports
- the monthly fee
- To connect you to our QB payroll subscription, we will need:
- your EIN
- the version of QB desktop that you are using
- To complete the NatPay enrollment form, we will need:
- your EIN
- the bank routing number and account number for the checking account that will fund your payroll
- your dedicated finance e-mail address
- We will prepare your NatPay direct deposit enrollment form to be signed and emailed to csr@natpay.com with:
- subject line: New Client to be added to 11218921
- attachments
- signed enrollment form
- proof of EIN: copy of a signed IRS Form 941 or other document
- proof of bank account: copy of a voided blank check or first page of your bank statement, showing account number
- Once approved:
- NatPay will debit a one-time set up fee of $14.95 from your bank account
- We will provide a NatPay username to access your direct deposit reports
- For each employee, verify that you have completed forms:
- Form I-9
- IRS Form W-4
- relevant state withholding forms
- Direct deposit forms
- If you don’t already have access, set up IRS EFTPS enrollment — PIN and internet password
- If applicable, set up state withholding tax deposit and reporting access
- Set up your monthly recurring payment to CFLLC using Vanco Payments
- For Full Payroll clients, we will modify your access to our website to include a form to submit payroll hours