Skip to content
Employer Access
Employee Access
Support
Employer Access
Employee Access
Support
Request a Quote
Solutions
Payroll Services
Bookkeeping
Retirement Plans Solutions
Time & Attendance
Employee Background Checks
Earned Wage Access
WOTC
Payroll Funding
Post a Jobs
Why PayMaster Pro
About
PayMaster Pro vs. National Payroll Providers
Testimonials
Industries
Industries We Serve
Resources
FAQ
Blog
Onboarding
Contact us
Solutions
Payroll Services
Bookkeeping
Retirement Plans Solutions
Time & Attendance
Employee Background Checks
Earned Wage Access
WOTC
Payroll Funding
Post a Jobs
Why PayMaster Pro
About
PayMaster Pro vs. National Payroll Providers
Testimonials
Industries
Industries We Serve
Resources
FAQ
Blog
Onboarding
Contact us
Request a Quote
Payroll Enroll
New Client Enrollment
New Client Enrollment Form
Step
1
of
5
20%
Phone
This field is for validation purposes and should be left unchanged.
Your Contact Information
Information for the person completing this form.
Your Name
(Required)
First
Last
Your Email Address
(Required)
Direct Phone Number
(Required)
Mobile preferred
Payroll Contact Information
Will you be the primary payroll contact for this account?
(Required)
Yes
No
Primary Payroll Contact information
Name
Phone
Email Address
Are you an owner or a principal for the company?
(Required)
Yes
No
Your Title/Position
(Required)
Your Social
(Required)
Your Date of Birth
(Required)
Your Home Address
(Required)
Are their additional owners or principals for the company?
(Required)
Yes
No
Owners/Principals
(Required)
Click the + to add more
First Name
Last Name
SSN
DOB
Home Address
Add
Remove
Company Information
Business Name
(Required)
D.B.A (if applicable)
Company Phone Number
(Required)
Street Address
(Required)
Suite/Unit#
City
(Required)
State
(Required)
Zip Code
(Required)
County
Physical Address (If different from mailing address or mailing address is a P.O. Box)
Suite/Unit#
City
State
Zip Code
County
Payroll Information
Number of Years in Business
Number of Employees
Name of Previous Payroll Provider
Will we need to access a portal to retrieve YTD payroll records?
Yes
No, I'll upload them securely.
No, no records available/necessary
Prior Provider Portal Username
Prior Provider Portal Password
Organization Type:
(Required)
Sole Proprietorship
Partnership
C Corporation
S Corporation
LLC
Non Profit & Government Agency
If LLC, taxed as:
Sole Proprietorship
Partnership
C Corp
S Corp
Type of Non-Profit/Government Agency:
State of Formation
Date Formed
MM slash DD slash YYYY
Description of Services your Organization Provides
Federal Information
Federal ID
(Required)
Assigned Federal Deposit Frequency:
(Required)
Please note: We file all clients on a Semi-Weekly schedule regardless of assigned deposit frequency
Semi-Weekly
Monthly
Unsure
State Information
Please enter the information below for each state where you have at least one employee currently working
(Required)
Click the + to add any additional states
State
State Withholding ID
Deposit Frequency (Semi-weekly, Monthly, Quarterly)
State Unemployment #
State Unemployment Rate
Do you need Paymaster to apply for accounts (Y or N)
Add
Remove
Organization Setup
Divisions List
(Required)
Type N/A if none
Add
Remove
Department List
(Required)
Min 1 required (Click the plus to add more depts)
Add
Remove
Bank Account Information
Name of Financial Institution
(Required)
Business Name on Account
(Required)
This must be a business checking account. Please provide the name of the business as it appears on your checks.
Enter Company Bank Rounting #
(Required)
Enter Company Bank Account #
(Required)
Average payroll amount
(Required)
If a paper check is required, then we will mail them to you to be dispersed to employees or an agency. In this case, would you like for these checks to be electronically signed before we ship them?
(Required)
Signed Checks require FedEx shipping at client expense. Paymaster Pro is not responsible for charges associated with lost shipments such as stop payment fees or fraud.
Yes
No
Are you a signer on the bank account?
Yes
No
Do you have a stylus to provide an accurate e-signature at this time?
Your signature must match your recorded signature with your banking institution. Signing without a stylus may result in your institution rejecting checks presented for deposit. Don't worry...you may upload your signature using the attached form on the next question if you click "no" here.
Yes
No
Signature
Upload Signature Form Here
If you are not the signer on the account, do not have a stylus to e-sign accurately, or require more than one signature on paper checks:
CLICK HERE to Download and Complete the Electronic Signature Request Form
Drop files here or
Select files
Accepted file types: pdf, Max. file size: 512 MB.
Would you like to require direct deposit for all your employees
Yes
No
Payroll Setup Information
Pay Frequency
(Required)
Weekly
Bi-weekly
Semi-monthly
Monthly
Payday
(Required)
Monday
Tuesday
Wednesday
Thursday
Friday
Day/Days of month
(Required)
If payday falls on weekend or holiday?
(Required)
Pay the previous business day
Pay the next business day
If falls on Saturday pay early, if Sunday, pay late
Check Date of first payroll with Paymaster
MM slash DD slash YYYY
Pay Period Covered for this payroll
From
MM slash DD slash YYYY
To
To
MM slash DD slash YYYY
Compensation Types your organization uses:
(Required)
We can always add more along the way!
Regular Pay
Bonus
Commission
Stipend
Tips (Paid on check)
Tips (Reported only)
Holiday
Personal (PTO)
Vacation
Sick
Mileage
Per Diem
Owners Draw/Shareholder Distributuion (Non-tax Pay)
Housing Allowance
Ministerial Wages
1099-NEC
1099-MISC
Other
What other form(s) of compensation would you like to use?
Select any employee deductions that your company currently offers/utilizes:
(Required)
If you're unsure about taxability of benefits, it is always best to confirm with your CPA or benefits provider to ensure accuracy.
None
401(k)/403(b)
Simple IRA
Loan to employee
Medical (Pre-Tax)
Medical (Post-Tax)
Dental (Pre-Tax
Dental (Post-Tax)
Vision (Pre-Tax)
Vision (Post-Tax)
Accident (Pre-Tax)
Accident (Post-Tax)
Short Term Disability (Pre-Tax)
Short Term Disability (Post-Tax)
Long Term Disability (Pre-Tax)
Long Term Disability (Post-Tax)
Life (Pre-Tax)
Life (Post Tax)
Garnishment
Child Support
FSA (Flexible Spending Account)
HSA (Health Savings Account)
Dependent Care
Other
What other deduction(s) would you like to use?
Please indicate (pretax) or (post tax)
Employer Portal
Company Representatives with Full Employer Portal Access:
(Required)
Maximum of 2 people. Please include email addresses for anyone not on payroll.
Add
Remove
Third-Party Reports Access:
Please include third-party's name or firm and an email address (Maximum of 2 people)
Add
Remove
Government Agency Authorizations
IRS Authorization
(Required)
Click the image below (A blue checkmark will appear) if you consent to allowing Paymaster Pro to speak with the IRS, file reports pertinent to payroll and withholding taxes, and make deposits on your behalf as a reporting agent. Before completing this enrollment, you will be asked to e-sign once for all forms you have authorized. To view the form, click the link below.
IRS Form 8821 - Tax Information Authorization
State Authorizations
Check ALL states in which you currently employ at least one employee (exclude contractors).
Choose the state(s) below
North Carolina
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
NC Agency Authorizations
Gen- 58: Power of Attorney and Declaration of Representative
(Required)
Click the image below (A blue checkmark will appear) if you consent to allowing Paymaster Pro to speak with the NC Department of Revenue, file reports pertinent to payroll and withholding taxes, and make deposits on your behalf as a reporting agent. Before completing this enrollment, you will be asked to e-sign once for all forms you have authorized. To view the form, click the link below.
Gen-58: Power of Attorney and Declaration of Representative
GEN-53: Taxpayer Representative e-Business Center Access
(Required)
Click the image below (A blue checkmark will appear) if you consent to allowing Paymaster to access your NC e-Business Center account online, file reports pertinent to payroll and withholding taxes, and make deposits on your behalf as a reporting agent. Before completing this enrollment, you will be asked to e-sign once for all forms you have authorized. To view the form, click the link below.
GEN-53: Taxpayer Representative e-Business Center Access
EFT 100-D: ACH Debit Payment Method Authorization Agreement
(Required)
Click the image below (a blue checkmark will appear) if you authorize the North Carolina Department of Revenue to present debit entries for the bank account and the financial institution named above. Debit Transactions will be presented only upon my express authorization and initiation and will pertain only to ACH payments that are initiated for the payment of North Carolina/State taxes. Before completing this enrollment, you will be asked to e-sign once for all forms you have authorized. To view the form, click the link below.
EFT 100-D: ACH Debit Payment Method Authorization Agreement
North Carolina Remitter Authorization Form
(Required)
Click the image below (a blue checkmark will appear) if you authorize Paymaster Pro to remit payments and reports to the Dept of Commerce| Division of Employment Security. Before completing this enrollment, you will be asked to e-sign once for all forms you have authorized. To view the form, click the link below.
North Carolina Remitter Authorization Form
Virgina Agency Authorizations
Virginia Power of Attorney Form
(Required)
Click the image below (a blue checkmark will appear) if you consent to allowing Paymaster Pro to speak with the Dept of Revenue, file reports pertinent to payroll and withholding taxes, and make deposits on your behalf as a reporting agent. A blue checkmark will appear. Before completing this enrollment, you will be asked to e-sign once for all forms you have authorized. To view the form, click the link below.
Virgina Power of Attorney Form
Sign all State and Federal Authorizations
Signature
(Required)
I certify that that Paymaster Pro is authorized to act on my behalf in regard to ACH Debit/Credit transactions as well as act on our organizations behalf according to the statements made on each power of authority form provided and selected above.
Date
(Required)
MM slash DD slash YYYY
Full Name of Signer
(Required)
Title of Signer
(Required)
Accrued Benefits
Would you like to set up your PTO/Vacation/Sick accrual plan at this time?
Yes
No
Would you like to upload your plan or have the PTO wizard walk you through it?
Upload
PTO Wizard
Upload Accrual below
Drop files here or
Select files
Max. file size: 512 MB.
What type of employee does this plan apply to?
Full-Time
All employees (Part and Full time)
What is the accrual year based on?
Calendar Year
Employee Hire Date (anniversary)
Other
According to the plan, how are hours earned? Do they earn hours based on the hours they work, per payroll, per month, or per year?
If the plan specifies a different period, it must be converted to one of the types
Hours worked
Per Payroll
Per Month
Per Year
Is there a minimum number of hours an employee must work in a pay period to qualify for accrual?
Yes
No
How many hours must they work to qualify for accrual in a pay period?
Is there a waiting period to begin using accrued hours?
Yes
No
Number of days from hire before accrued hours can be used:
Time of Service Schedule
Add more rows by clicking the "+" symbol to the right of the row.
From
To
Hours
Add
Remove
Can employees carry over amounts from year to year?
Yes
No
Is there a maximum number of hours an employee can carryover?
Yes
No
Carryover Max:
Is there a maximum amount of hours that employees can have available overall?
Yes
No
Max Hours Available:
Benefits
Will we connect with your retirement plan provider?
Most recordkeepers allow for 180 or 360 connections to reduce the time spent entering contributions.
Yes
No
Name of Retirement Plan Provider
Recordkeeper/TPA that we will connect with.
Retirement Plan Contact Name and Email
Medical Policy (optional)
Please upload your policy documentation including EE deduction amounts and/or ER contribution amounts below.
Drop files here or
Select files
Max. file size: 512 MB.
Dental Policy (optional)
Please upload your policy documentation including EE deduction amounts and/or ER contribution amounts below.
Drop files here or
Select files
Max. file size: 512 MB.
Vision Policy (optional)
Please upload your policy documentation including EE deduction amounts and/or ER contribution amounts below.
Drop files here or
Select files
Max. file size: 512 MB.
Accident Policy (optional)
Please upload your policy documentation including EE deduction amounts and/or ER contribution amounts below.
Drop files here or
Select files
Max. file size: 512 MB.
Short Term Disability Policy (optional)
Please upload your policy documentation including EE deduction amounts and/or ER contribution amounts below.
Drop files here or
Select files
Max. file size: 512 MB.
Long Term Disability Policy (optional)
Please upload your policy documentation including EE deduction amounts and/or ER contribution amounts below.
Drop files here or
Select files
Max. file size: 512 MB.
Life Insurance Policy (optional)
Please upload your policy documentation including EE deduction amounts and/or ER contribution amounts below.
Drop files here or
Select files
Max. file size: 512 MB.
Additional Questions or Information
Any additional notes or questions
Add
Remove
Additional Services
Did you know we offer:
Please contact me regarding
Timekeeping
Bookkeeping
Retirement Plans
Workers' Comp & other policies
Background checks
Employee Scheduling
Payroll Funding
Select All
Section Break
CAPTCHA
