(405) 942-4980

Facebook

Facebook

Home
ABOUT US
TESTIMONIALS
CONTACT
DRAKE PAY

Select Page

Forms

CHRISMAN + CHRISMAN > Forms > Payroll Onboarding Form

Payroll Onboarding Form

BACK TO FORMS

NOTICE

This form is for new clients who have received a quote for payroll services and wish to move forward with this service. If you have not received a quote, please see form "Payroll Services Quote" first.

Payroll Onboarding Information

Full Business Legal Name

Federal ID Number

Business Street Address

Business Suite

Business City

Business State

Business ZIP / Postal Code

Is the Business Mailing address the same as the Business Physical Address?YesNo

Business Mailing Address

Business Mailing Suite

Business Mailing City

Business Mailing State

Business Mailing Zip

Owner(s) Information

Full Legal Name

Social Security Number/ ITIN

Street Address

Apartment, suite, etc

City

State

ZIP / Postal Code

Country

Email Address

% Percentage Ownership

Business Email Address(this email will receive sensitive payroll information, can only be one)

Primary Payroll Contact *

Primary Contact Phone

Primary Contact Email Address

Bank Routing Number(for payroll and tax payments)

Bank Account Number(for payroll and tax payments)

First pay date

First Pay Period End Date

(must be at least 5 days prior to pay date)

Do you plan on providing any of the following?Vacation PaySick PayBonusesCommissionsTipsReimbursementsAllowancesMultiple pay rates per employee(Check all that apply)

Please upload or provide the following information:

HTML

Monthly payroll reports for all prior months in this calendar year
All prior quarterly reports for this calendar year
Employee W4 information - federal and state
Employee direct deposit information
Employee 19 information
Employee birthdates
Employee email (for portal setup for paystubs and W2}
Employee hire date
Employee pay rates - salary or hourly
Employee garnishment information

Information Upload

No file chosen

Payroll Information

Has this entity provided payroll before?YesNo

Oklahoma Tax Commission Withholding Number(begins with WTH-)

OKTAP Login Username

OKTAP Login Password

EFTPS PIN

EFTPS Online Password

Do you have an OESC login username and passwordYesNo

OESC Login Username

OESC Login Password

OESC Account NumberIf you do not have some of the login information, but you MUST provide the account numbers