Client On-boarding Questionnaire
Providing accurate information is essential to meet implementation timeline.
Company Name
On file with IRS
Phone Number
-
Area Code
Phone Number
Address on file with IRS
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Officer Signing documents
First Name
Last Name
Email of Officer for DocuSign
example@example.com
Date business was established
-
Month
-
Day
Year
1
New or Existing Business
New
Existing
Back
Next
Number of W2
Employees
Number of 1099
Contractors
Last check date
-
Month
-
Day
Year
Date
Payroll Frequency
Daily
Weekly
Bi-weekly
Semi monthly
Monthly
Quarterly
Semi annually
Annually
Quarter of 1st check
1
2
3
4
Pay period end date
-
Month
-
Day
Year
PE for first Paychex run
Date of first run
-
Month
-
Day
Year
2
First Check Paychex
-
Month
-
Day
Year
3
Payroll Process Method
Call
Online
Back
Next
Federal tax ID
Maryland ID
Maryland SUI ID
Federal Tax Deposit
Semi Weekly
Monthly
MD State Tax Deposit
3- day
Monthly
Quarterly
Annually
Business Type
Corp
LLC
LLP
LP
Non profit
Partnership
S-Corp
Sole Proprietor
Payroll Delivery
Courier
Mail
Online Only
Online and mail
Payroll Reports
Online
Mail
QE/YE tax returns
Online
Mail
Accountants Name
First Name
Last Name
Accounting software
Specify if desktop or online versions
Accountants number
-
Area Code
Phone Number
Accountant Email
example@example.com
Attach Voided Check
Browse Files
Cancel
of
Attach last QE FED Tax Return
Browse Files
IRS FORM 941
Cancel
of
Attach Last QE SUI Report
Browse Files
MD Unemployment Contribution Report
Cancel
of
Attach last QE MD State withholding
Browse Files
State form MW508
Cancel
of
Submit
4
Browse Files
Cancel
of
Should be Empty: