Before You Proceed…
Before you proceed to complete the client profile, you will need to have the following information available:
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Business Legal Name and Address
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Entity Type (corporation, LLC, etc.)
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Federal Employer Identification Number (FEIN)
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State Withholding Tax Account Number(s) and Reporting/Payment Frequency
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State Unemployment Account Number(s) and Current Year Rate(s)
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Information on any local employer or withholding tax accounts
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Contact Names and Phone Numbers
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Information about your pay days (pay period frequencies, period-end cutoffs, pay days/dates, etc)
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Basic Information about any 401k plan you sponsor (eligibility requirements, matching rules, etc)
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Basic information about any benefit plans (medical, dental, etc) you provide (plan type, provider, renewal date, employer contribution policy)
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Work Comp provider, policy #, renewal date.
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Work Comp class rates
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Job Titles/Descriptions used in your business with their corresponding work comp classifications
Click
here
to proceed to the Client Profile. (Be sure you have been given a password by a Teamworks representative.)