New Bookkeeping and Payroll Client – Onboarding Use this form to submit your entity information for setup. Download payroll employee information template Step 1 of 3 33% Services Michael F. Slaton Inc (Slaton Financial Services) will be providing:(Required) Bookkeeping Payroll Processing Tax Payments/Filings (Payroll, Sales, etc) Tax Returns W2s and/or 1099s Company DetailsLegal Company Name(Required)Owner Name(Required) First Last Cell Phone(Required)Secondary Contact PhoneEmail(Required) Enter Email Confirm Email Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Formation DocumentsCompany Formation Documents(Required) We are established and have the documents We need Slaton Financial to help us with the business formation Formation Documents Submission(Required) Drop files here or Select files Max. file size: 25 MB. EIN Number(Required)Submit EIN from the IRS(Required)Max. file size: 25 MB. Submit Prior Year's Tax Returns (up to 3 years if possible) Drop files here or Select files Max. file size: 25 MB. Corporate Returns, Partnership Returns, Individual Returns, etc.Prior Bookkeeping Work(Required) We had an outside company do our bookkeeping We did the bookkeeping In-House We hired someone but they didn't give us Financial Statements We didn't have and/or need prior bookkeeping Submit Prior Financial Statements(Required) Drop files here or Select files Max. file size: 25 MB. Balance Sheet, Profit & Loss, Operating Statement, Statement of Cash Flow, etc. This helps us setup you Chart of Accounts and Beginning Balances Tax Reporting and Bank StatementsAre you or will you be required to pay Sales Tax?(Required) Yes No I will in the future Submit Sales Tax Reports(Required) Drop files here or Select files Max. file size: 25 MB. Submit Prior month(s) Sale Tax ReportsOnline Access(Required) I understand, that I need to help get Slaton Financial, online access to all bank accounts and other applicable online portals (Credit Cards, sales, Etc.)I understand that Slaton Financial will need online access to the bank accounts. Their purpose for having access is to download bank statements in several formats. Online access for sales tax reporting, credit cards, and others.Bank Statements(Required) I will give online access now, nothing to submit. I will submit bank statements (pdf and excel) now, then give the online access soon Nothing to submit. Submit Bank Statement(Required) Drop files here or Select files Max. file size: 25 MB. 3 months most recent. (plus backwork). Please submit PDF, Excel, or Excel CSV.Entity Reports/DataSubmit Check Register Drop files here or Select files Max. file size: 25 MB. All back-work months. PDF and Excel.Submit Tax Depository Records Drop files here or Select files Max. file size: 25 MB. PDF and Excel is preferred.Submit Depreciation Schedule(s) Drop files here or Select files Max. file size: 25 MB. PDF and Excel is preferred.Submit Loan and/or Note Schedule(s) Drop files here or Select files Max. file size: 25 MB. PDF and Excel is preferred.Additional Information(Required) Yes, I have any additional information to submit that is not in this form and not payroll related. I have nothing left to submit but Payroll related information. No payroll service required. Submit Form Submit Additional Information Drop files here or Select files Max. file size: 25 MB. Non-Payroll related information. PDF and Excel is preferred. Company Payroll InformationPay Period Frequency(Required) Monthly Semi-Monthly Bi-weekly Weekly Pay Period Dates for 1st payroll to process.(Required)Pay Period Beginning DatePay Period Ending DatePay Period Check Datemm/dd/yyWill you be using Direct Deposit?(Required) Yes No Direct Deposit Authorization will be initiated with a Docusign with our processing bank.(Required) You will complete an authorization contract with Kotapay. Please look for the email, including your junk folder.Each Employee will need to submit their direct deposit information in our Employee Form(Required) Once setup is complete we will use the emails submitted (below) to contact your employees with instructions.Employee RecordsSubmit Employee Basic Information(Required)Max. file size: 25 MB. Download Template For Employee Basic Info. <>Submit W-4s from Employee Drop files here or Select files Accepted file types: pdf, Max. file size: 25 MB. Submit Existing Employee W-4s. New Employees will use our online form to submit.Submit Earning Records, to-date for the current year.Max. file size: 25 MB. PDF and Excel PleasePayroll Tax Reports - Current Year 940 - Annual 941 (s) - Federal State TWC Select above, which types you will be uploading below.Submit Payroll Tax Reports Drop files here or Select files Max. file size: 25 MB. Are you needing Automated Timekeeping?(Required) Yes, and needing a clock. Yes, and using mobile devices. No, Thank you. Not sure, tell me more.