Context
This article is aimed at members joining Collective who ran payroll in the prior year but have not yet run payroll in the current year. If you already ran payroll during the current year, please see this article: Switching Payroll Providers During The Year.
It is important that you do not run payroll until you meet with your onboarding accountant. If your payroll is set to auto-run, you will need to turn it off.
Your onboarding accountant will ask you to upload the following payroll documents related to the prior year. Your onboarding accountant may ask for you to give them “accountant access” to your prior payroll platform so they can pull these reports.
If you were using Gusto as your previous payroll provider, disregard the remainder of these instructions and refer to this article instead: Add Collective To Your Gusto
Please Upload These Documents
All pay stubs for the periods in which Collective is doing your bookkeeping
All federal quarterly payroll tax returns (941) for the periods in which Collective is doing the bookkeeping
All state quarterly payroll tax returns for the periods in which Collective is doing the bookkeeping
All quarterly wage/tax register reports for the periods in which Collective is doing the bookkeeping
All quarterly payroll liabilities reports for the periods in which Collective is doing the bookkeeping (and one quarter prior)
Filed W-2
If you were running payroll previously without using a payroll platform (ADP, Paychex, Wave, Etc.) you will need to provide the following:
All federal and state quarterly payroll tax returns for the quarters in which Collective is doing your bookkeeping
A spreadsheet that contains the following data on a quarterly basis for the quarters in which Collective is doing your bookkeeping:
Gross Wages
Federal Income Tax Withholding
State Income Tax Withholding
Other State/Local Tax Withholdings if applicable
Employee Social Security Tax
Employer Social Security Tax
Employee Medicare Tax
Employer Medicare Tax
State Unemployment Tax
Federal Unemployment Tax
401(k) Employee Deduction if applicable
401(k) Employer Contribution if applicable
Health/Dental/Vision Insurance Employee Deduction
Health/Dental/Vision Insurance Employer Contribution
SEP IRA Employer Contribution if applicable