Required Info for FINSYNC Payroll

Eddie Davis -

Whether self-onboarding or leveraging FINSYNC's payroll team, you'll need the following information:

Company Related

  1. Official name
  2. Federal Tax ID - EIN #
  3. State tax ID - SID #
  4. Address
  5. Pay Run Schedule (Weekly, Bi-Weekly, Semi-Monthly, etc.)
  6. Most recent 941 filing & tax pay schedule
  7. Payroll admin contact phone
  8. Payroll admin contact email

Associate Related

  1. Legal Name
  2. Title
  3. Tax withholding info
  4. Hire date
  5. Date of birth
  6. Social Security #
  7. Address
  8. Work location (if different from home state)
  9. Phone
  10. Email
  11. Year to Date Earnings
  12. Optional (routing # and account # for direct deposit)

 


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For a larger list of articles related to the FINSYNC Payroll service (Click Here)

For the complete list of support articles, return to the FINSYNC How-To Guide: (Click Here)


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