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You will need the following items to setup your TRAXPayroll account. Once you complete the online enrollment process you will be contacted by a TRAXPayroll specialist to finalize your account.  If you do not have any of the below items a TRAXPayroll specialist will work with you to obtain the proper information after you have completed the signup process.

Company Information Needed:

  1. Proof of Federal Employer Identification Number (FEIN) from the IRS: Required for registering exact legal name and ID Number in order to pay taxes on your behalf. View examples of acceptable proof:
    940, 941, W9 or SS4 application.
  2. State and Local Income Tax ID Numbers: Required for making appropriate tax payments.
  3. Proof of State Unemployment Insurance(SUI) ID Number and Rate: Required from each state where business operates for making appropriate tax payments. (i.e., Tax Rate Change Notice, recent State Return, letter from the state.
  4. Company Payroll Banking Information: Required for payroll services, must include bank name, account number and routing number.
  5. Benefit Tracking Information (optional)
  6. Dept/Branch/Class/Division tracking Information (optional)
  7. Regular Payroll Schedule
  8. Copy of voided check from your company account

Employee Information Needed:

  1. Personal Information: name, address, phone number, email address and social security number for every employee paid in the current calendar year including terminated employees.
  2. Pay Information: hire date, birth date, status (active or terminated), type and pay rate.
  3. Tax (W-4) Information: state, local authority, filing status and exemptions.
  4. Direct Deposit Information: bank account number(s), routing number(s) and amount(s).
  5. Deduction Information: name and withholding amount for each (i.e., medical, dental, garnishment).
  6. Benefits Information: starting totals and accumulation amounts for each (i.e., vacation, sick, personal).
Forms:
When you are done enrolling you will receive via email the following documents that you will need to review, sign, fax and/or mail back to TRAXPayroll:
  • TRAXPayroll Service Agreement
  • Tax Information Authorization
  • State Power of Attorney
Other forms may apply based on your company's status and may be included in the email.