About this template
Work type: Payroll
Location: United States
Client industry: Generic
Version: 2 (Latest)
This template includes
- 35 tasks
- Automations
Onboarding New Payroll Client QBDT
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| Initial Mandatory Tasks | ||
|---|---|---|
| Create FC account |
Admin
|
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| Create Client Portal account |
Admin
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| Add all appropriate contacts including names, phone numbers, email addresses to Client Portal account | ||
| In Client Portal send Welcome to Payroll - Getting Started! message |
Admin
|
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| Create and send initial invoice in (Company Name) QBDT |
Billing
|
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| Send client Contract |
Admin
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| Make Sure Invoice is Paid- before moving on! |
Admin
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| Beginning Client Tasks - Company setup |
Automations
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|---|---|---|
| Request Logins be shared or added to our TPA account |
Payroll Specialist
|
|
| Upload and Save EIN documents from client - SS4 or last filed tax return |
Admin
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| Save liability account Login and Password in Password Manager - EFTPS |
Payroll Specialist
|
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| Save liability account Login and Password in Password Manager- State WH |
Payroll Specialist
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| Save liability account Login and Password in Password Manager - State UI |
Payroll Specialist
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| Save liability account Login and Password in Password Manager - any local accounts |
Payroll Specialist
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| Enter historical payroll from xxx software |
Payroll Specialist
|
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| Set up a new company in QBDT |
Payroll Specialist
|
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| Create needed FC payroll projects - recurring payroll schedule (weekly, semi-weekly, bi-weekly, monthly, quarterly) |
Payroll Specialist
|
|
| Add correct tags to recurring FC projects - state tags, payroll, software, quarterly, etc. |
Payroll Specialist
|
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| Create Quarterly and Annual Projects in FC |
Payroll Specialist
|
| Company Employee setup | ||
|---|---|---|
| In Client Portal send state specific New Employee Onboarding message. |
Payroll Specialist
|
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| Download and Save payroll documents for Employee - W4 |
Payroll Specialist
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| Download and Save payroll documents for Employee - I9 |
Payroll Specialist
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| Download and Save payroll documents for Employee - State W4 |
Payroll Specialist
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| Download and Save payroll documents for Employee - Any other local forms |
Payroll Specialist
|
|
| Set up New Employee(s) into QBDT |
Payroll Specialist
|
| Direct Deposit | ||
|---|---|---|
| Set up Direct Deposit for employees, if desired. |
Payroll Specialist
|
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| Download & Save Employee documents from client - Direct Deposit Authorization & Voided Check |
Payroll Specialist
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| Download and Save voided check for Payroll Checking account |
Payroll Specialist
|
| Review and Feedback | ||
|---|---|---|
| Verify accuracy of payroll calculations in QBDT |
Payroll Specialist
|
|
| Review set up prior to sending anything to client, making needed adjustments |
Final Review
|
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| Provide the client with their first payroll report and ask for feedback. |
Payroll Specialist
|
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| Make any necessary adjustments based on client feedback. |
Payroll Specialist
|
| Finalize | ||
|---|---|---|
| Send client Recurring Billing Authorization |
Admin
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| Verify receipt of Recurring Payment Authorization and save copy in file |
Payroll Specialist
|
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| Set up recurring billing in Company Name QBDT |
Billing
|
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| Set up e-file PIN - start process |
Payroll Specialist
|
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| Receive e-file PIN |
Payroll Specialist
|