Patriot Payroll
On-Boarding

Welcome to the beginning process of payroll setup. We will need to gather information

ahead of time to get your account all set up.

We are here to help you to:

• Obtain your state unemployment rates (if you do not have one)
• Obtain tax identification numbers for the federal, state, and local levels (if needed)
• Set up your Patriot Payroll and tax settings
• Set up deductions and contributions
• Enter year-to-date employee payroll information
• Reconcile year-to-date payroll and taxes

Before you fill in any on-line forms below, you may want to take a glance of the various items

needed to set you up.  Click here to download our checklist.

Our 3 On-Line Forms:

If you are a new employer or never needed to register your current business with the state or IRS for payroll, you will need state tax ID's and/or an EIN#. This process is included in Form #1 below. Please complete Form 1 before proceeding to form #2.

Form #2 focuses on setting up your business bank account for payroll and taxes. Tip: dedicate a separate bank account with the same bank for payroll purposes if possible.

Form #3 (below form 2) gathers all of your employee information. You can download this excel template to gather all the employee information needed.

Go to this link and click on your state to find a wealth of information on your state payroll requirements to get familiar with them.

For a Free Employee Scheduling, Timesheets, Time Clock and Hiring Software, try homebase. Note: homebase is not integrated with Patriot Software.