New Payroll Account Setup

Step 1 of 8 - Business Information

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Business Information

Legal Business Name(Required)

As registered with the IRS

DBA / Trade Name

If different from legal name

Business Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Business Phone(Required)

Primary Contact Email(Required)

Primary Contact Name(Required)

Cell Phone

For time-sensitive payroll questions

Primary Contact Title

How Did You Hear About Us?

Federal Information

EIN (Employer Identification Number)(Required)

Your federal Employer Identification Number

State Information

Do you have your State Withholding Account Number?(Required)

Yes, I have it

I don't have this yet

State Withholding Account Number

Do you have your State Unemployment Account Number?(Required)

Yes, I have it

I don't have this yet

State Unemployment Account Number

Local Information

Local Wage Tax Account Number(Required)

I have it

I don't have this yet

Please apply on my behalf

Enter Local Wage Tax Account Number

Local LST Account Number(Required)

I have it

I don't have this yet

Please apply on my behalf

Enter Local LST Account Number

Payroll Details

Pay Frequency(Required)

Next / First Pay Date(Required)

MM slash DD slash YYYY

Pay Method(Required)

Number of Employees(Required)

Total number of employees to be set up on payroll

Employee Information

Choose how you'd like to provide employee details. Sensitive items (SSNs, bank details) will be collected separately via a secure link.

How would you like to provide employee information?(Required)

Enter employees manually below

Upload a spreadsheet

I have W-4s on file

Download the Employee Template
Fill in employee info, then upload below. Do NOT include SSNs or bank details.
Download Template (.xlsx)

Upload Completed Spreadsheet

Accepted file types: xlsx, xls, csv, Max. file size: 128 MB.

Accepted: .xlsx, .xls, .csv

No problem - skip this step!

After submitting, CRI will send a secure OneDrive link. Upload scanned W-4 forms there along with other sensitive documents.

Include:

Completed W-4 (federal)
State withholding form
Employee name, address, pay rate

Employee 1

Employee 1 - Full Legal Name

As on Social Security card

Employee 1 - Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Employee 1 - Filing Status

Employee 1 - Dependents

Employee 1 - Pay Type

Employee 1 - Rate/Salary

Hourly rate or annual salary

Employee 1 - Start Date

MM slash DD slash YYYY

Need more employees? Use the spreadsheet upload option above.

Additional Notes

Is there anything else we should know?

Additional Notes

Common things clients mention:

Switching providers mid-year
1099 contractors
Garnishments, retirement contributions
Multiple states
Upcoming hires

Authorization and Agreement

Please review and acknowledge the following.

ACH Authorization(Required)

I authorize CRI Payroll Services to initiate ACH debit entries from the designated business bank account for payroll net pay, payroll taxes, and CRI service fees. I understand payroll data must be submitted at least 2 business days prior to check date.

Fee Acknowledgment(Required)

I understand CRI's standard payroll processing fee will be applied each scheduled pay period regardless of whether a payroll is submitted for processing.

Services Agreement(Required)

I have read and agree to the CRI Payroll Services Agreement.

View CRI Services Agreement

Digital Signature

Type your full legal name as your electronic signature.

Electronic Signature - Full Legal Name(Required)

By typing your name, you agree this electronic signature is valid as a handwritten signature.

Date(Required)

MM slash DD slash YYYY

What happens next? CRI will send you a secure OneDrive link to upload:

Voided business check
Social Security numbers
Bank routing/account numbers
Scanned W-4 forms (if applicable)

Business Information

Federal Information

State Information

Local Information

Payroll Details

Employee Information

Employee 1

Additional Notes

Authorization and Agreement

Digital Signature

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