Initial Payroll Setup

Follow the steps below to submit the initial Payrol Setup: 

1. Click Payroll on the main menu in the Business Platform.
2. On the new screen, select the green "Start Here" button. 
3. Set your Pay Period Frequency from the drop down menu options. 
4. Indicate the last check date that was used on the most recently processed payroll. 
5. Indicate the "Start Date" of the first pay period that would be processed in FINSYNC. 
6. Select the first "Pay Date". 
7. Click "Save & Continue". 
8. Confirm or Enter the Business Name. 
9. If applicable indicate if you are either: "Exempt from State Unemployment Tax" or if you running payroll only for 1099 contractors. If neither apply, leave these options unchecked. 
10. Enter in your Federal Tax ID. 
11. Click "Save & Continue". 
12. Enter in your State Tax ID
13. Select the "State Deposit Schedule". 
14. Enter your State Unemployment ID & State Unemployment Rate. 
15. Set the Funding account for Payroll. This can be the same account that is used for paying your FINSYNC Billing & Subscription fees or it can be another account. 
16. Indicate if you're planning to pay your associates with Direct Deposit. 
17. Save & Continue. 
18. Check the Agreement Terms and enter in your electronic signature and your title in relation to the business. 
19. Save & Continue.