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Justworks Payroll Onboarding Checklist
Below you will find all the info you need to make your transition onto Justworks Payroll a smooth one. Be sure to check off all the action items below so your business can begin processing payroll.
Sign documents from Justworks Payroll
You will receive documents to electronically sign from our Payroll Operations team. You will need to complete these documents in order to grant Justworks Payroll the applicable Power of Attorney for payroll and payroll tax purposes. These forms need to be completed by an officer or signatory of your company.
Enter your company’s bank account
You can enter and verify your company’s bank account details in Justworks Payroll one of two ways:
- Instant verification (recommended): We use Plaid to securely verify your company’s bank account instantly. All you need to do is select your bank, log in, and your account will be verified.
- Manual verification: You will receive two small deposits (less than $1 each) within 24-48 business hours. You will need to enter these verification amounts in Justworks Payroll to confirm your company bank account details.
Keep in mind that you will need to connect your bank account instantly via Plaid if you would like to follow a 2-business day payroll processing timeline instead of the standard 4-business day payroll processing timeline.
Add your company’s signatory
A signatory is the person who is authorized to sign checks and documents for a company. If you are not the signatory of the onboarding company, please invite the signatory to join Justworks Payroll as an unpaid owner or a third-party admin for international signatories.
If your signatory is based in the U.S., they will need to enter their account details, including date of birth, Social Security Number, and address so that their identity can be verified
If your signatory is based outside of the U.S., they may need to provide other documentation, such as their passport, to verify their identity. Once added to the platform, the international signatory will receive an identity verification email with more details.
Invite your team (if applicable)
You can send invitations to any employees, owners and contractors you plan on paying through Justworks Payroll by clicking the Add a person icon on your dashboard. You can also invite your accountant or anyone else who may need access to payroll details as a third-party admin.
Enter state tax account information
Your company’s federal and state tax information will need to be entered in the system to ensure that our team is able to file and remit your payroll taxes accurately. Specifically, these details are needed:
- Federal: Let us know whether your company has been assigned a semiweekly or monthly tax deposit schedule by the IRS. If you have never filed a 941 under its EIN before, it's likely that you would be considered a monthly depositor according to IRS Publication 15.
- State: Enter the details for your company’s state tax accounts, including withholding and state unemployment insurance accounts. For help locating this information, click into the applicable state on this page. If you’d like our team to register your company’s state tax accounts on your behalf for an additional fee, let us know at support@payroll.justworks.com.
If you have already submitted your company’s state tax account registration and are waiting to receive the account details, you can still move forward with your company’s enrollment by checking off the ‘I don’t have all of this information’ box, then ‘Yes’ for having applied for state tax accounts already.
Choose a payroll frequency (if applicable)
Once you have added your employees’ details, you will be prompted to choose a payroll frequency. This is how often your employees will automatically receive paychecks through the platform.
Confirm your company’s deposit schedule
Let us know whether your company has been assigned a semiweekly or monthly tax deposit schedule by the IRS. If you have never filed a 941 under its EIN before, it's likely that you would be considered a monthly depositor according to IRS Publication 15.
Upload payroll history reports
If your company has issued payments through its EIN prior to Justworks Payroll in the current calendar year, you will need to upload payroll history reports to the Documents tab of your Justworks Payroll account so that we can make sure the filings made for your company, as well as any end of year forms such as W 2s or 1099s are correct.
Disclaimer
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.