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Part 2: Company Set-up

Part 2: Company Set-up

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If you are part of a commonly controlled or affiliated group, you choose your answer on this page.

Certain affiliated employers with common ownership or part of a controlled group must aggregate
their employees to determine their workforce size.

If “No” is selected, you will click “Next” and move on to complete company information for your
individual company.

If “Yes” is selected, you will click “Next” and move on to the next window. Here, you will choose the
number of companies using the scroll bar, shown below.

Have all of your company information handy so that you can enter everything as efficiently as
possible. For example: if you would like to set up 5 of your companies, you must have all
necessary information on hand to complete the company setup.

Company Information

In order to create each company, all company information is required, as shown below.

  • Having correct company information is important to ensuring your forms are accepted by the IRS
    regardless of whether you print and mail your forms or file electronically.
  • Company ID: Enter a unique identifier for this company. Oftentimes, this is the same as the
    database name from the source system. This ID will be referenced within data files when importing
    information like transactions. If using the Dynamics GP connector, this must be the source company
    ID.
  • Name: Enter the name as is on file with the IRS. This is critical to ensure your forms are not rejected
    by the IRS. Oftentimes, you can refer to other documents that are sent to the IRS, like 1099’s for
    clarification as to how this information should be entered.
  • EIN: Enter the employer tax identification number as is on file with the IRS. This is critical to ensure
    your forms are not rejected by the IRS. Oftentimes, you can refer to other documents that are sent
    to the IRS, like 1099’s for clarification as to how this information should be entered. Ensure your EIN
    is in the following format: XX-XXXXXXXX.
  • Phone Number: Enter your phone number in the following format: XXX-XXX-XXXX.
  • Approximate Number of Full-Time Employees: Enter the approximate number of employees that
    you reasonably expect to work in excess of 30 hours/week.
  • Approximate Number of Part-Time Employees: Enter the approximate number of employees that
    you do not reasonably expect to work in excess of 30 hours/week.
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