Frequently Asked Questions
Q. How does the process work?
A. It's quite simple. Enter the payroll information once at our secure Web site (or call, fax or
email us, and we'll do it for you). Tax and other deductions are calculated, and deposits are
automatically made for you. From then on, completing each payroll is no more than a
few clicks away. Employees are paid by direct deposit and receive email notifications to go
to a password-protected Web site to view their pay stub.
Q. What documentation is needed to process payroll?
A. Federal regulations require that we receive complete and signed documentation before we
can begin processing payroll. Required documents include: 1) Payroll Services Agreement;
2) Tax Information Authorization; 3) State Power of Attorney (needs to be notarized); 4) Proof
of Prior Balances (or most recent QTD/YTD reports). Additionally, we request that you
provide the following information shortly after being set up as a customer: 1) Copies of
quarterly and annual returns; 2) Tax deposit coupons; 3) Copies of State Registrations;
4) SUI Rate-Change Notice. These documents will help facilitate future tax filings and
payments.
Q. Will PLANPAYROLL process payroll tax filings for a previous quarter or year?
A. We will only process payroll tax filings for the periods in which our services were used. Since
we file and pay taxes on a current basis, there will never be a need for us to file or pay taxes
for a previous quarter or year.
Q. Can I track employees' hours/salaries to different departments?
A. Yes, we can handle a range of job classification levels that allows you to report
payroll information for different departments, divisions and/or locations. This enables you to
get a handle on labor expense allocations.
Q. Can completed payroll data be directly exported into Excel/Quicken/Quickbooks?
A. No, at this time, payroll data can only be exported as a text file. Using the text file you can import the data into most applications. You also have the ability to download summary level data as a .pdf file.
Q. Will PLANPAYROLL help me track and accrue vacation, sick and/or personal days?
A. Yes, you will be able to adjust the rate at which each employee earns paid time off such as
vacation, sick and personal time. You also have the ability to set a maximum number of
accrued days per employee.
Q. Can I run payroll for employees outside of the United States?
A. Currently, PLANPAYROLL can only process payroll for employees in the US. We do not
adhere to foreign tax tables that would enable us to process payroll in other countries.
Q. Do you handle my taxes?
A. We automatically calculate, deduct, pay and file all taxes including federal, state and local.
Once you enter the payroll data, we'll handle the tax calculations, deductions and
filings. We then deposit them into the appropriate government accounts. It's that simple.
Q. Do I need extra software or equipment?
A. No. All you need is a Web browser and an Internet connection, and you are in business.
That's it! There is no software to install, upgrade or maintain.
This information does not constitute tax advice. Please consult your tax adviser for specific tax information.
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