Resources | Paywerx

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Paywerx client setup process

Payroll Advisors assist clients to complete the Client Setup Form Package

Payroll Advisors assist clients to complete Federal Form 8655 and applicable state electronic filing authorization forms

Payroll Advisors assist clients to collect data needed for conversion

Payroll Conversion Checklist

Client Setup Form Package

Direct deposit of payroll significantly increases payroll efficiencies and convenience for employees and employers

Payroll Advisors complete the Direct Deposit Setup Spreadsheet

Payroll Advisors assist clients to complete the Direct Deposit Authorization Form

Payroll Advisors obtain client's most recently filed Federal 941/943/944 along with completed Form 8655 for validation by direct deposit processor

DD Setup Spreadsheet

DD Authorization Form

Current Clients DD Test Waiver

Employers may find the forms below helpful when onboarding new employees or making changes to employee information:

Employee Master Form

Form I-9 USCIS Link

Form W-4 (2020)

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Important Templates and Instructions

Import templates are available to assist with conversions from any payroll system.

Paywerx or CRI will import employee data for clients that previously used other payroll systems.

Direct Deposit Instructions

Employee Info Instructions

Power of Attorney Forms

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