PayrollRiteDescribe your team and payroll schedule
Share the business type, approximate employee count, the states where employees work and the current or intended pay frequency. Include a preferred first pay date if you have one. These details help frame the review without sending employee names, compensation records or confidential documents through a public form.
Confirm the services and responsibilities
Ask which processing tasks are included, which remain with your business and which requirements can be supported. Discuss how payroll is approved, when information is due, how corrections are handled and how fees are calculated. Do not assume a particular tax filing, deposit, benefits feature, time-tracking connection or software integration is included unless it is confirmed.
Prepare for an agreed onboarding process
Once scope is confirmed, agree how records will be transferred, who is authorized to approve work and what must be completed before the first run. A preferred date is provisional until the necessary preparation is complete. The website enquiry is not a service agreement or authorization to move funds.
Keep oversight of your employer obligations
The IRS explains that outsourcing payroll generally does not remove an employer’s federal employment tax responsibilities. Retain access to your records and understand how completed work will be checked. Raise questions about your circumstances with the appropriate qualified adviser rather than relying on a general website checklist.
Common questions
Can I enquire before hiring my first employee?
Yes. Choose the planning-first-hire option and describe the intended timing and work states. Supported requirements and preparation are reviewed before a start date is agreed.
What should I keep out of this form?
Do not send Social Security numbers, employee names or pay records, bank details, tax documents, account credentials or attachments through the public enquiry form.
Does an enquiry start payroll automatically?
No. Scope, fees, responsibilities, authorization and onboarding must be agreed before processing begins.
Official guidance
General preparation information. Confirm requirements for your own business.
Make the next conversation useful.
Share your business type, work states, approximate team size and intended timing. Supported requirements, scope and onboarding are confirmed individually.
Discuss starting payroll ↗