To add a company, select 'Companies' from the left-hand menu and click 'Add Company' in the top right. This will take you through a step-by-step guide to add your company and employees.
You will be guided through 3 steps to add a new company:
The * signifies a required field.
Name*: Name of company.
EIN (Employer Identification Number): Optional. Also known as a Federal Tax Identification number. The EIN is not a required field in the application so you can calculate payroll without it. You can enter the EIN in the future once you have it, so it can automatically appear in your report forms.
Here is the guidance from the IRS on whether or not you need an EIN and other helpful articles:
Number of employees: Optional.
Go to next step.
Enter all your company locations you plan to run payroll for here. A company address and location start date are required to save the company and run payroll.
Click "Add work location".
Enter address details.
For the start date enter when your company started doing business at this location. The start dates are used to determine the locations for a payroll’s post date. This is helpful in case you have multiple locations and need to backdate payroll. If you do not plan to backdate payroll, this date can be defaulted to today.
Click "Add and verify address".
To confirm the address has been saved correctly, the address should say "Successfully geo-located address".
"Address cannot be verified"
If you get this message, please check the address you entered is correct. If you’re sure it’s accurate, then our address look-up system was not able to find it.
If an address cannot be verified, only federal and state taxes will be calculated. City and local taxes will not be included. If you need local taxes applied, please reach out to us.
Go to next step.
The employer taxes are based on the work location.
Federal Unemployment Tax Rate
See this IRS article for information on the federal unemployment tax rate.
The EIN numbers are not required but you can enter the EIN in the future once you have it, so it can automatically appear in your report forms.
Here are some helpful articles:
You can check our payroll resources to learn more about the necessary tax rates for your company.
Next step: add your employees.