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Prepare for payroll tax setup

As you add or update your company details and tax information in your online payroll account, it is important that the information you provide is accurate. This information is used to assist you with payroll tax calculations, form filings, and tax payments.

Use the following guide and resources to help you get the right info:

About  the business and federal tax information
Filing name and business addressThe filing name is the name on record for the company with the IRS. Some companies may be doing business under a different name from the filing name and we’ll need both.
Filling address and business addressThe filing address should match what the IRS has on record for the company. This may be different or the same as the address of the business where the work is performed.
Company typeCommon forms of businesses are:
  • Sole Proprietorship
  • S Corporation
  • Limited Liability Company (LLC)
  • Corporation
  • 501(c)(3)
FEINStands for Federal Employer Identification Number. See the IRS website if you want to learn more about the FEIN, do not have an FEIN yet, or misplaced the information.
Form filing requirementGenerally, employers file Form 941. However, small employers maybe notified by the IRS to file Form 944.

See Employment Tax Due Dates and Quick Reference Guide for understanding federal tax deposits

Deposit scheduleVisit the IRS website to determine your federal deposit schedule.
State tax information
State account numbersCompanies need to register in states based on where employees work and/or reside. Once registered, employers are assigned an account or identification number. See Payroll Tax Compliance for registration information or contact information to find out your account number from the state.
State unemployment rateMainly referred to as State Unemployment Insurance (SUI) rate, these are assigned to employers by the state agency. See Payroll Tax Compliance for contact information and find out your rates from the state.
Supplemental state taxesAside from state income tax and state unemployment taxes, some states have additional employee or employer taxes. In some cases, the rates are assigned by the state and vary by employer. See Payroll Tax Compliance to learn which states have supplemental payroll taxes.
Deposit scheduleThe state may also assign each employer a specific deposit schedule for how often to make state tax payments. If you don’t know your assigned deposit schedule, see the Payroll Tax Compliance list for contact information for each state.

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