Payroll Setup Form Template
A free payroll setup form for payroll providers and bookkeepers. New employer clients share pay schedules, states, pay types and their employee list.
Customize the pages and design to fit your needs.
About this template
Collect the employer's legal name, EIN, states with employees, pay frequency, first pay date, pay types and deductions, with uploads for the employee list and last payroll report. You get the whole setup in one place before the first payroll run.
Common uses
- Payroll providers onboarding employers
- Bookkeepers adding payroll
- Small businesses switching providers
Key features
- Pay schedule, states and pay types
- Employee list upload
- Signed confirmation
What this template asks
What's your full name?
Short Text
What's your work email?
Email
What's your phone number?
Phone
What's the business's legal name?
Short Text
What's the federal EIN?
Short Text
Which states do your employees work in?
Short Text
How many employees will be on payroll?
Number
Will you also pay contractors?
Yes / No
How often do you pay employees?
Single Choice · Weekly, Every 2 weeks, Twice a month, Monthly
When is your first pay date with us?
Date
Which kinds of pay do you have?
Multiple Choice · Salary, Hourly, Overtime, Tips, Commission, Bonuses, Mileage or reimbursements
Which deductions come out of pay?
Multiple Choice · Optional · Health insurance, Retirement plan, Garnishments, Other benefits, None
Did you run payroll earlier this year?
Single Choice · Yes, with another provider, Yes, by hand, No, this is our first payroll
Upload your employee list and last payroll report
File · Optional
Anything else we should know?
Long Text · Optional
Sign to confirm this information is correct
Signature
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What do I need to set up payroll for a new client?
The legal name and EIN, the states employees work in, pay frequency, first pay date, pay types, deductions and an employee list with pay rates.
Can clients upload their employee list?
Yes. They can upload a spreadsheet of employees and their last payroll report from a past provider.
Who is this payroll setup form for?
Payroll providers, bookkeepers and accountants who run payroll for small businesses and need every setup detail before the first run.