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FOR NEW CLIENTS

REQUEST A QUOTE

How you do your business is your business.

How you do your payroll is ours.

Starting at $27.5

To begin the payroll setup process, provide as much information as possible. Our payroll team will reach out, if there are additional questions.
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Payroll Contact Information
Contact Name *
Contact Role *
Contact Phone Number *
Contact Email *
Company Information
Company Legal Name *
Company Address *
Principal Business Activity
State of Formation *
Company Website
Has the company processed a payroll this calendar year?
Company Tax & Registration Information
Employer Identification Number (EIN) *
Tax Classification *
Other
Federal Tax Deposit Frequency *
Enter state information for each state the company has employees.
State Name *
State Unemployment Tax ID
Unknown, I would like CustomPay to register.
State Withholding Tax ID
Unknown, I would like CustomPay to register.
State Unemployment Tax Rate
State Withholding Tax Deposit Frequency
State Witholding Tax Number
 
Unknown, I would like CustomPay to register.
State Unemployement Tax Witholding Number
Unknown, I would like CustomPay to register.
State Name
State Unemployment Tax ID
Unknown, I would like CustomPay to register.
State Withholding Tax ID
Unknown, I would like CustomPay to register.
State Unemployment Tax Rate
State Withholding Tax Deposit Frequency
State Witholding Tax Number
 
Unknown, I would like CustomPay to register.
State Unemployement Tax Witholding Number
Unknown, I would like CustomPay to register.
Add a State
Payroll Information
Payroll Frequency *
First Check Date *
Please note, new client payrolls generally take 1-2 weeks to setup.
Payroll Submission
Holiday Pay
Pay Period Starts *
Pay Period Ends *
Number of Total Employees
Number of Total Independent Contractors
HR Services & Benefits
Are you interested in tracking Paid Time Off (PTO) through the system?
Are you interested in additional HR services?
Is there a Company sponosor medical plan?
Does the Company offer 401k?
Do you have current Workers Compensation?
Banking & Debit Authorization
Client agrees to the debit methods listed below for collection of (1) payroll tax obligations related to CustomPay’s Tax Filing services, (2) the applicable fees for CustomPay’s Services. CustomPay will initiate such debits out of Client’s applicable account specified below (the DDA Account) at the financial institution specified below (Bank).
Payroll Taxes
Fees for Payroll Services
Net payment for Employees
Bank Transit/ABA # *
Bank Account (DDA) # *
Bank Name *
Bank Address *
Upload a company voided check or proof of account ownership *
In consideration of Bank’s compliance with this authorization, Client agrees that Bank’s treatment of any charge, and Bank’s rights with respect thereto, shall be the same as if the charge were initiated personally by Client, and that if any charge is dishonored, whether with or without cause, Bank shall be under no liability whatsoever.
This authorization governs ACH transactions initiated by CustomPay and Bank to debit the Client. Both parties agree to be bound by NACHA Operating Rules as they pertain to all ACH transactions initiated by the Bank and Company that debit the Client bank account(s) listed above, and acknowledge that the origination of ACH transactions to the listed account(s) must comply with provisions of U.S. law.
This authorization shall remain in effect unless and until revoked in writing by an authorized representative of Client, and until Bank and CustomPay Inc have each received such notice and have reasonable time to act upon such notice.
Client acknowledges that if sufficient funds are not available by the date required pursuant to the foregoing provisions of this Agreement, (1) Client will immediately become solely responsible for all tax deposits and filings and all related penalties and interest due then and thereafter, (2) any and all CustomPay services may be immediately terminated, (3) neither Bank or CustomPay will have any further obligation to Client or any third party with respect to any such services and (4) CustomPay may take such action, as it deems appropriate to collect CustomPay’s service fees.
Initial to acknowledge banking terms and debit authorization *
Additional Forms/ Documentation
Download, complete and upload the following forms:
8821 Tax Information Authorization
8655 Reporting Agent Authorization
IRS document for verification of company's legal name and FEIN
CustomPay is hereby authorized to sign and file employment tax returns on behalf of our company to Federal, State, and Local jurisdictions. CustomPay is authorized to receive notices, correspondence, transcripts, deposit frequency data, or other information regarding employment tax returns filed and deposits. This authorization shall be appropriate until the taxpayer notifies CustomPay that it should be terminated. I understand that this authorization does not absolve me as the taxpayer of the responsibility to ensure that all returns are filed and all taxes are paid on time. I certify that I have the authority to authorize the disclosure of this confidential tax data.
Accept
Thank you
Thank you for trusting CustomPay to handle all of your payroll needs. We look forward to working together and will be in contact with you soon.