📒 Bookkeeping template
Payroll setup template
A payroll setup checklist: tax account numbers, employee forms and pay details to gather before the first pay run, whether the business is new to payroll or switching providers.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Payroll setup"
- Usually repeats
- As needed
Ask the client for
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Federal EIN and state payroll tax account numbers
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W-4 for each employee
The current year's federal W-4, plus any state withholding form.
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Direct deposit details for each employee
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Pay rates, pay schedule and first pay date
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Year-to-date payroll reports from the old provider
Only if they are switching providers mid-year.
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Access to the payroll provider
Your steps
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Set up employees and tax settings
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Run a test payroll and review
Tips
- Keep a note of the first pay date on the job so the due date drives the urgency.
How it works with Follow Up With
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1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
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2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
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3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
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9 items
Year-end close
Wrap up the year and hand clean books to the tax preparer.
9 items ↻ every year
Let the assistant do the asking
Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.
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