New Lyfe Payroll Intake Form
Thank you for choosing New Lyfe Financial Group for your payroll needs. This form helps us collect the information required to accurately set up and manage your company’s payroll and tax filings. Please make sure all details are entered correctly to avoid delays or processing errors.
This intake form typically takes 15–25 minutes to complete. Before you begin, please gather your employee information, tax account numbers, and recent payroll records (if applicable).
Be sure to hit “Submit” once you’ve finished to ensure we receive your information. Closing the browser before submitting will result in lost data, and you’ll need to re-enter your information.
Please remember to upload all required documents securely before submitting. Once completed, schedule your onboarding call so we can review your setup, answer any questions, and finalize your payroll processing.
Business Information
Please complete all fields with your company’s legal information. This ensures your payroll and tax records match what’s registered with the IRS and your state.
If your business is newly formed and some information isn’t available yet, we’ll guide you through completing any missing steps during onboarding.
- Sole Proprietorship
- LLC
- Partnership
- S-Corporation
- C-Corporation
- No elements found. Consider changing the search query.
- List is empty.
Contact Information
List the person(s) responsible for handling payroll, taxes, or HR-related matters. This ensures we can reach the right contact for approvals, updates, and time-sensitive notices.
If you have a secondary contact, include them as backup in case the primary contact is unavailable.
Payroll Setup
Provide details on your pay schedule, preferred start date, and pay delivery method. Accurate setup helps us ensure smooth payroll processing and compliance with filing deadlines.
If you’re unsure about the best frequency or setup, we’ll help you determine the most efficient option during your onboarding call.
- Weekly
- Bi-Weekly
- Semi-Monthly
- Monthly
- No elements found. Consider changing the search query.
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- Direct Deposit
- Paper Checks
- Both
- No elements found. Consider changing the search query.
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Employee Information
Include the total number of employees and note whether you have W-2 employees, 1099 contractors, or both.
If you need help classifying workers correctly, New Lyfe Financial Group will review your setup to ensure compliance with IRS and state regulations.
Tax Information
Please provide your federal and state tax account information below. These details are required for accurate payroll setup and tax filing.
If you do not currently have one or more of these accounts, no worries. New Lyfe Financial Group will assist you with the application process as part of your payroll setup.
Benefits And Deductions
Let us know about any benefits or deductions you currently offer, such as health insurance, retirement plans, or garnishments.
If you’re not offering benefits yet, we’ll discuss available options during setup to help you stay compliant and competitive.
Reporting & Authorization
Tell us who should receive payroll summaries, reports, and tax filings. This ensures the right people stay informed each pay period.
Please read and confirm the authorization statement before submitting. Your digital signature gives us permission to process payroll and file taxes on your behalf.
I acknowledge that all information provided to New Lyfe Financial Group® is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. My digital signature authorizes New Lyfe Financial Group to access my financial data solely for bookkeeping and/or payroll purposes.
New Lyfe takes confidentiality and data protection seriously. I understand my information will never be shared outside of necessary accounting processes.