• Important Tax Information Form (How to Verify Tax Payments)

• Credit Card Authorization Form

W2 or 1099

• ​8821 - IRS Tax Information Authorization (Signature Required)

• New Client Set-Up Form (Required)

• Employee Add/Change Form **NEW 2021

• Employee Authorization for Direct Deposit **NEW 2021

• E-Billing Agreement

Additional set-up forms:

How to Download​
We suggest you download PDF forms directly to your local computer. You should use the latest version of the free Adobe Acrobat Reader. For best results, ​use the most current version of the browser of your choice.​

To download a form from the Chrome web browser:​​

1. Click the link to the Form you wish to download. The form will open, even if it does not view properly.

2. In the top menu go to “File”, “Save Page As” or “Save As”, or click the hidden menu on the right-hand side and choose “More Tools”, then “Save Page As”.

3. Select the “Downloads” folder from the drop-down menu that appears.

​4. Open the form that appears in your Download folder.

• New Client Set-Up Check List (Helpful List)​

• Payroll Services Engagement Letter

• Payroll Setup Checklist

SET-UP FORMS

NEW HIRE FORMS

NEW 2021 FORM W-4

FEDERAL FORMS

1099 FORMS

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​​​New Payroll Client Set-Up Packet (2021)

Download

1661 North Main Street

Sunset, UT 84015

(801) 409-1309

​​​​​​​​​​​Simple Accounting

• Client Authorization for Direct Deposit or Draw Funds

Fair Labor Standards Act

• SS-4 - Application for Employer Identification Number

​1661 North Main Street

​Sunset, UT 84015

​Call Us: 801-409-1309

• 8655 - IRS Reporting Agent Authorization (Signature Required)

New Payroll Client Set-Up Packet

• Register for EFTPS
• Utah State Form TC-69​​

​​​​​​​​​​​​Russell W. James, CPA, pc 

• 2848 - IRS Power of Attorney (Signature Required)

Set-up packet includes:

Register for EFTPS