# 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.

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.

Canonical: https://reuily.com/templates/payroll-setup-form
Use this template: https://reuily.com/form/from-template/payroll-setup-form
Collections: Requests & Intake, Professional Services, Accounting & Bookkeeping, Human Resources
Last updated: 2026-10-24

## Questions

- Question 1: What's your full name? (Short Text, required)
- Question 2: What's your work email? (Email, required)
- Question 3: What's your phone number? (Phone, required)
- Question 4: What's the business's legal name? (Short Text, required)
- Question 5: What's the federal EIN? (Short Text, required)
- Question 6: Which states do your employees work in? (Short Text, required)
- Question 7: How many employees will be on payroll? (Number, required)
- Question 8: Will you also pay contractors? (Yes / No, required)
- Question 9: How often do you pay employees? (Single Choice, required). Options: Weekly; Every 2 weeks; Twice a month; Monthly
- Question 10: When is your first pay date with us? (Date, required)
- Question 11: Which kinds of pay do you have? (Multiple Choice, required). Options: Salary; Hourly; Overtime; Tips; Commission; Bonuses; Mileage or reimbursements
- Question 12: Which deductions come out of pay? (Multiple Choice, optional). Options: Health insurance; Retirement plan; Garnishments; Other benefits; None
- Question 13: Did you run payroll earlier this year? (Single Choice, required). Options: Yes, with another provider; Yes, by hand; No, this is our first payroll
- Question 14: Upload your employee list and last payroll report (File, optional)
- Question 15: Anything else we should know? (Long Text, optional)
- Question 16: Sign to confirm this information is correct (Signature, required)

Signing records the signer's consent, email, IP address, browser and signing time, and each signer can download a signed PDF copy.

## 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

## 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.