New Client Setup

Important Year-End Documents - 2009:

• Year-End Newsletter 2009
• 2009 Bonus Payrolls
• 2009 Holiday Schedule
• 2009 Year-End-Checklist
• 2009 Year-End Client To-do list
• 2009 Fringe Benefit Checklist
• 2010 Advantage Calendar

 

Employment Screening Pricing and Services --> Click here

 

Instructions for companies with prior payroll, starting with Advantage:

• First payroll of the year
• Mid-Quarter
• First payroll of a quarter

 

Instructions for companies starting with Advantage:

• With no prior payroll

 

Required New Client Set-up Documents:

• Processing Agreement
• Reporting Agent Authorization Form (8655)
• New York State Power of Attorney
• Power of Attorney - Other States and Puerto Rico 

 

Prior Service Termination Letter:

• Mid-Quarter Termination
• End-Of-Quarter Termination
• Year-End Termination

 

Other Important Documents:

• New Hire Form
• Direct Deposit
• I-9 Form Q&A
• I-9 Form & Instructions
• W-4 2010
• W-4 2009
• 1099 Form 2009
• Signature Scan (must mail original)
• Instant Payroll Enrollment Form
• Bank Change
• Client Timeclock Agreement
• Timeclock Account Activation Form
• Paid Time Off Set-Up
• Application for Federal Identification Number 

 

Premium Only Plan Set-up:

• Employer
• Employee
• HR Counselor Set-Up

 

Resource Materials:

• New York State Restaurant Rates and Allowances
• Minimum Wage and Unemployment Rate Chart 2009 

 

 

Instructions:
All completed paperwork can be faxed to(516) 931-8500
or mailed to:

Advantage Payroll Services
215 N. Main Street
Freeport, NY 11520 

Please be sure to mark the client name and number on all paperwork pertaining to existing clients. If you have any questions, please contact us directly at (800) 440-9033.