Payroll Implementation
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1 Payroll Implementation Pickering Williams & Magee are payroll administrators that record and post time and payroll data for employees, ensure payroll information is accurate and employees are paid on time. will review time sheets, calculate wages, reconcile discrepancies and process information into the payroll system. Company Name Entity Type Company Code Contact Name Contact Title Address City State Zip Code Telephone Fax Address First Payroll Date Payroll Cycle Standard Hours Default Payroll 941 Reporting Frequency Weekly Bi-Weekly Semi-Monthly Monthly Monthly Semi-Weekly Federal Employer ID Number State Employer ID Number Federal Unemployment Tax Rate State Unemployment Tax Rate Start Payroll Check Number Vacation Allowance Sick Hours Allowance 401(k) Plan 401(k) Plan Match 401(k) Match Explanation Remarks/Comments TERMS AND CONDITIONS 1. Firm shall perform the payroll processing services and any statutory reporting requirements on behalf of Client in a professional manner. 2. Client shall pay to Firm, for the services performed under this letter, compensation in the amount provided on the attached Client Agreement 3. Firm is and shall remain an independent Firm at all times. Firm shall be responsible for hiring any assistance needed in performing under this letter at no additional cost to Client. Firm shall indemnify Client for any and all damages and liabilities caused by Client or Firm s assistance in their performance. 4. Services can be terminated by providing each party a written notice. All correspondence shall be sent or faxed to the Firm s or Client s business address, as appropriate. 5. Services shall not be assigned, nor any performance hereunder delegated by Firm or Client, without the express written consent of the other, which consent shall not be unreasonably withheld. 6. Additional Terms and Conditions: Client is responsible for prompt and accurate submission of all time worked. Client is responsible for prompt and accurate submission of all personnel changes. Client is responsible for funding its payroll, and all associated expenses. Returned debited amounts will incur an additional $75 fee.
2 I verify that the above information is correct to the best of my knowledge. If any information changes, during the term of the service agreement, I will immediately notify Pickering Williams & Magee of such change. Changes must be submitted in writing via U.S. Mail to the address below, or via fax at Employer s Representative / Title
3 Authorization Agreement for Use of Checking Account Information I (we) hereby authorize Pickering Williams & Magee to use the financial institution named below ("Bank") information for the processing of our company s payroll. Company Name Signer s Name Bank Account Number Bank Name Bank Address City State Zip Code Bank Phone Number ABA Transit/Routing Number (lower left corner of check) Check Fraction First Check Number to Use ATTACH VOIDED CHECK ( ) I (we) hereby authorize Pickering Williams & Magee processing of our company s payroll. to use the following signature when This authorization is to remain in force until Pickering Williams & Magee notification of its termination. has received written Authorized Client s Signature Date Printed Name / Title
4 EMPLOYEE DATA SHEET SECTION I To be completed by Employee Name (Last, First Middle Initial SSN Gender Male Female Date of birth Home Phone Cell Phone Address Address City State Zip Code W4 Form Tax Status Single Married NO. Exemptions Additional Tax Amount SECTION II To be completed by Employer Type of Request New Hire Change Termination Company Code Effective Date Company Name Status Active Leave of Absence Terminated Hire Date I-9 Form Expiration Date Employee Type Salary Hourly Salary/Hourly Rate EMPLOYER: In addition to this form, you need to collect the following forms from new employees: Completed & Signed IRS Form W4 Completed & Signed I-9 Form Employer s Representative Signature FAX COMPLETED FORM TO
5 DIRECT DEPOSIT AUTHORIZATION FORM Employee Information Name (Last, First Middle Initial) SSN Company Code Company Name Account Information Financial Institution Name Routing Number Type of Account Checking Savings Financial Institution Branch Account Number Daytime Phone Number ATTACH VOIDED CHECK This authority is to remain in full force and effect until Pickering Williams & Magee has received written notification from me of its termination in such time and manner as to afford and the financial institution reasonable opportunity to act on it. I understand that shall not be held responsible for any bank charges that may be attached to my account. Employee s Signature / Date E Goodman Road Suite 103 Southaven, MS office fax jamesdmagee@pwmtaxprep.com Fax or Mail This Completed Form to the Address Shown Above
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