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:
Name (required): 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: Enter the number of employees you have. A couple tax rates change depending on this number, so it's recommended you fill this out.
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".
Multiple work locations
If you have multiple locations, you can them all in this step.
Go to next step.
The employer taxes are based on the work location.
Limits are handled on our end.
Federal Unemployment Tax Rate (FUTA)
See this IRS article for information on the federal unemployment tax rate. The default rate is set to 6% but most employers get a tentative credit. Enter this number as a percent.
Make sure to set FUTA correctly before you start saving payroll.
The rest of the federal taxes are handled on our end.
Under federal taxes you will see state/local employer taxes applicable to you.
The EIN numbers are not required. You can enter them later so it can automatically appear in your forms.
Here are some helpful articles about EINs:
For taxes you don't want included in calculations, add a checkmark for Exempt.
Some state and local taxes calculations will require additional questions because they vary from employer to employer.
You can check our payroll resources to learn more about the necessary tax rates for your company.
Next step: add your employees.