Employee Information
q
Employee
W4 information (name, address, SS#, marital status, and
deductions claimed for current year (Federal
& NJ W4)
q
Employee
Hire Date & Date of Birth
q
Earnings and deduction information for each
employee, (gross to net)
q
employee quarter totals for an end of quarter
conversion (for all completed quarters)
q
employee pay-by-pay totals for a mid-quarter
conversion
q
Compensation
information including salary and/or hourly rate(s) and/or
other pay information for each employee
q
Employee
Department (if applicable)
q
Voluntary
Deductions (if any, would include health insurance
information, 401k, etc.)
q
Involuntary Deductions (if any, would include wage
attachments, garnishments, levies, etc. R&L will need a
copy of the original order)
q
Pennsylvania Employee local tax bills (and rates), if
withholding PA Earned Income Tax
Generally,
Pennsylvania
employers register the business with the
municipality/jurisdiction where the business is located, and
withhold Earned Income Tax from their employees pay based upon
where the employee lives. Generally, payments are distributed
by the jurisdiction where the business is located to the
jurisdiction where the employee resides.
NJ
employers who opt to withhold EIT as a convenience for their
employees residing in PA, must register in the jurisdiction
where each employee resides.
In
either case, it is best to obtain a local Earned Income Tax
bill from each employee to assure proper payment. Please
provide the registration number(s) to R&L.
q
Employee direct deposit information, if applicable
(bank routing #, account #, checking or savings)
Employee Direct Deposit Authorization Forms
Employer Information
q
SS-4
If you have determined you need a
Federal Employer Identification Number (FEIN) as a new
employer, you may apply online with the IRS by accessing this
link.
q
Letter
from IRS issuing the EIN for the company
q
Copies
of current most recent 941 return
q
Most
recent NJ927
q
Department
Master List
q
A
voided sample Payroll check from your payroll
account
q
Checking
account starting number
q
A
copy of your logo (if any)
q
First
check date to be processed with R&L
q
First
pay period end
Company
Direct Deposit Agreement Form
Pennsylvania Employers
q
PA100
http://www.pa100.state.pa.us/
PA Employer State Registration
Number: All Pennsylvania employers must obtain a PA
registration number
q
Employee
Local Earned Income Tax Registration Number
Local
income taxes in Pennsylvania are variously termed earned
income taxes, wage taxes or net profits taxes or a combination
of these terms.
Generally,
Pennsylvania employers must register the business with the
municipality/jurisdiction where the business is located, and
withhold Earned Income Tax from their employees pay.
Please
provide the registration number to R&L.
See this
page for more information about Earned Income Tax.
q
Most
recent UC2 (for PA employer unemployment rate)
Please call us as you compile this information if you have
any questions; 908.479.1995
Please check out our “Links”
page for additional state registration and other useful sites.
All of us at R&L are looking forward to working with you.
|
