Accounting & Bookkeeping Resources:
Bookkeeping resources needing to be completed each month
Bookkeeping Monthly Client Questions (Electronic Form – no need to print, just complete online and it automatically will get to us)
Payroll Resources:
For all new employees, we need to be completed #1, #3, #4, #5 and #6 if applicable
- Employee Payroll Onboard – Simple – no benefits
- Payroll change form (3) Form needed for making payroll changes to existing employees
- IRS W4 2021 For setting or changing exemptions for federal withholding
- Missouri W-4 Form for setting or changing employee state withholdings
- i-9-paper-version required when hiring a new employee
- Authorization for direct deposit employees for payroll – when adding an employee to direct deposit or changing their existing account
- Less than 2 min video walkthrough of the Employee Payroll Portal
- Employee Consent to receive W-2s through their payroll portal
TAX Resources:
Client Request to Send Tax Returns and Other Info to Third Party eg Lender
