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YOURPEOPLE, INC.

Payroll Documents and Tax Information

During onboarding, we'll ask you to upload the following documents:

  1. Quarterly Summary Report:

Instructions:
Upload this report for any quarter in which you ran payroll with a previous provider for the entire quarter.

This report must include summarized totals of everything listed below for each W-2 employee that was paid, including terminated employees: 

  • How much was paid in gross and net
  • How much was paid in employer taxes (FIT, MED, SS, FICA, etc.)
  • How much was deducted for employee taxes (FIT, MED, SS, FICA, etc.)
  • How much was deducted for other miscellaneous deductions (insurance, 401( k ), etc.)

Sample:
Payroll_Details_Report.width-800.png

 

  1. Detailed Payroll Report:

Instructions:
Upload this report for any quarters where you ran payroll with a previous provider for part of the quarter.

This report must include everything listed below for each employee that was paid (including terminated employees), summarized by check date: 

  • Pay period & check date
  • Every employee that was paid 
  • How much was paid in gross and net
  • How much was paid in employer taxes (FIT, MED, SS, FICA, etc.)
  • How much was deducted for employee taxes (FIT, MED, SS, FICA, etc.)
  • How much was deducted for other miscellaneous deductions (insurance, 401( k ), etc.)

Sample:
Screen_Shot_2019-04-26_at_12.18.44_PM.width-800.png

  1. Federal tax information:

  • Federal Employer Identification Number (EIN) - What’s this?
  • Federal Filing Form 941 ( this is your quarterly federal income tax return)

Important Note: Zenefits Payroll currently only supports Federal Form 941

  1. State and local tax information:

Click here to find which documents we need for your specific states and localities.

  1. Additional documents:

If applicable, your Implementation Manager may request additional documents from you, such as a year to date payroll history report, articles of incorporation, etc.

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