Payroll
Needed documents and information for porcessing Tax return
A meeting checklist ensures organization, preparation, time management, accountability, and follow-up actions for efficient and effective meetings.
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Employee Information
- Full Name
- Social Security Number (or equivalent identification number)s
- Address
- Date of Birth
- Marital Status
- Number of exemptions or allowances for tax withholding
Employment Forms
- W4 forms Employee's withholding allowance certificate, used to determine federal income tax withholding.
- I9 forms Employment Eligibility Verification, required by U.S. law to verify the identity and employment authorization of individuals hired for employment in the United States.
Time and Attendance Records
- Timesheets or records of hours worked by each employee
- Overtime records, if applicable
- Vacaction and sick leave accruals and usage
Pay Rate Information
- Hourly wages or salary rates for each employee.
- Commission or bonus structures, if applicable.
- Vacaction and sick leave accruals and usage
Deduction and Contributions
- Employee deductions for benefits such as health insurance, retirement plans, and flexible spending accounts.
- Employer contributions to benefits.
- Other voluntary deductions such as union dues or charitable contributions.
Payroll Tax Information
- State and federal tax withholding information.
- Payroll tax rates and regulations applicable to your business location.
- Unemployment tax rates and information.
Payroll Registers and Reports
- Detailed reports summarizing payroll expenses by employee, department, or other categories.
- Payroll registers showing gross wages, taxes withheld, and net pay for each employee.
Payroll Processing Records
- Records of payroll processing, including dates of pay periods and pay dates.
- Confirmation of payroll tax payments and filings.
Year End Reporting
- W2 forms Wage and Tax Statement, issued to employees and submitted to the Social Security Administration.
- 1099 forms Miscellaneous Income, issued to independent contractors and submitted to the IRS.
Employee Benefits Information
- Information on employee benefits offered by the company, such as health insurance, retirement plans, and other fringe benefits
Direct Deposit
- Employee’s bank, routing number, and account number as well as the account information the employees’ are paid out of.
- The pay date for the paychecks.
