Forms for Payroll Clients

Payroll Client Forms (to provide us with information about you and your employees):
Employer Account Information For Payroll Clients
New Employee Information
Employee Update Form

Payroll Data Submission Template – Please upload to your client portal not later than noon on the 5th business day prior to your scheduled pay day (ex. Monday for Friday payroll)

Payroll Client Forms (For your records only – Do NOT submit to CFTAS):

IRS Form W-4 (Federal Withholding)
Form NC-4EZ – North Carolina Withholding (for most employees)
Form NC-4 North Carolina Withholding (for employees with more complicated tax situations)
Form NC-4 NRA North Carolina Withholding for Non-Resident Aliens
Federal Form I-9 Employment Eligibility Verification
Direct Deposit Enrollment