SIGN UP FOR PAYROLL

1Gather Info

2Submit Info

Sign Up For Payroll in 5 Minutes With 3 Easy Steps!
You can sign up for our payroll services in less than five minutes if you've got all of your documents ready in advance. Follow the simple steps outlined below and we'll have your payroll up and running in no time!
PLEASE NOTE: You will mostly likely have to complete this process on a desktop computer as we will need you to scan and upload documents. If you're trying to do this on a mobile device it could be difficult.
STEP 1: Information and Document Gathering
Before you get started, here are the documents and information we'll need to get your payroll started:
1. Business Contact Information. We need the basic contact information for your business, such as address, phone, etc.
2. Federal Tax ID Number and IRS Form. This is the number your business uses on all of your tax returns (also known as your EIN, FEIN, or Federal Employer Identification Number). We need a copy of the document the IRS provided to you when assigning the tax ID number for your business. Please scan it now and save the file in a convenient location. You will be uploading the file you just saved in the interview below. Please note that if you are a sole proprietor with no registered business entity, this is likely just your social security number.
3. Bank Account Information. We need your business bank account routing number and account number. This account will be used to process your payroll and pay your employees.
4. Copy of a Voided Check. Please obtain a check from the account you are using to process payroll and write the word "VOID" on it. Please scan it now and save the file in a convenient location. You will be uploading the file you just saved in the interview below.
5. Your Driver's License and Social Security Number. We need this information for tax purposes, and to begin processing your payroll.

STEP 2: Sign and Upload the "Laser Check Signature Form"
After you've gathered the info and documents listed above, follow the instructions set forth below to download, sign, and then upload our "Laser Check Signature Form". We will use this document to create your electronic signature to automatically sign your payroll checks.
1. Download the document in PDF (.pdf) format by CLICKING HERE.
2. Sign the document according to the instructions on the form.
3. Scan the document and save it in a convenient location, preferably in PDF format.
4. Upload the document below.
Please upload your scanned Laser Check Signature Form
After you have signed and scanned the form, click on the "Browse" button to find your file and upload it.
Accepted file types: pdf, jpg, png, Max. file size: 32 MB.
STEP 3: Fill Out the Form Below
Now it's as simple as filling out this form and uploading a few more documents you've already gathered. This form should take you less than five minutes to complete. After you hit the "submit" button at the end, we will immediately begin the process of setting up payroll for your business.
Security
Your online security is important to us. The information you provide is transmitted to us encrypted with bank-grade SSL protection to prevent unauthorized access.
Personal Contact Information
Please provide us with some information about who is filling out this form. In order to get started setting up your payroll, it is usually best to have the owner or an officer of the business completing this intake process.
Your Name*
First Last
Your Title*
Examples: "CEO", "CFO", "Managing Member", "Owner", etc.
Your Phone Number
We would prefer to have a direct number to reach you at. However, you may leave this field blank if you wish for us to only contact you at your regular business phone number.
Your Email Address*
Please give us your correct email address as we will be emailing you payroll docs to be electronically signed immediately after submitting this form.
Who Referred You to Serendipity Payroll?
Business Contact Information
Please provide us with the contact information for your business.
Legal Name of Business*
This is the taxpayer name you have registered with the IRS.
Trade Name or DBA
Please use "DBA" in your response before inputting the name. If no DBA, leave blank.
Type of Business
For example: "Law", "Restaurant", "Construction", etc.
NAICS CODE (https://www.naics.com/search/)
Business Address*
The address where the business is physically located. This cannot be a P.O. Box.

Street Address Line 1 Street Address Line 2 (optional: "Suite", "Unit", "Floor", etc.) City State ZIP Code
Business Mailing Address*
NOTE: If your mailing address is the same as your physical address, please still re-enter your address here.

Same as previous

Street Address Line 1 Street Address Line 2 (optional: "Suite", "Unit", "Floor", etc.) City State ZIP Code
Business Phone*
Business Fax
Iif none, just leave blank.
Business Website
If none, just leave blank.
States Registered to Do Business In
Please list each State you are registered to do business in using the two-letter abbreviation. Examples: "CA" or "CA, NV, MI". It is important to use the correct abbreviation as this field is used to ask you questions later in this interview that are state specific.
Business Tax Information
Please provide us with information we need to handle the state and federal taxes and filings for your business.
Federal Tax ID Number
This is officially called a Federal Employer Identification Number, "EIN" or "FEIN" with IRS. If you are a sole proprietor (as opposed to an entity) using your social security number, you may enter it here. If you don't have a number yet, just leave this blank.
Please upload a scanned copy of your Federal Tax ID Number
We are looking for a scanned version of the letter that the IRS sent (via email or post) to you after you applied for and obtained your tax ID number. If you use your social security number, you do not need to upload anything here.
Accepted file types: pdf, jpg, png, Max. file size: 32 MB.
California EDD Account Number
For existing businesses with payroll already setup, this is your California Employer Account Number with the Employment Development Department. You can usually find this number on a letter from the EDD or your previous quarter's tax return (CA form DE 9). If you don't have one yet, just leave this blank.
Your Tax Information
Please provide us with your tax information for state and federal taxes and filings (we are assuming you are an owner or principal of the business).
Social Security Number
Driver's License Number
Date of Birth
Electronic Signature Consent
We will send you an electronic version of all of the IRS, tax, or other documents we need your signature on after you submit this form. You can read the documents and sign them with a mouse click instead of your pen. We find this much more efficient than manually signing.
By selecting "Yes" to the question below, you are agreeing to electronically sign the various tax forms we need to process your payroll including, but not limited to, IRS Form 8655. If you'd rather sign manually you are welcome to download the forms and provide them to us later.
Do you consent to signing your tax forms and documents electronically, including IRS Form 8655?*
- Yes. I agree to electronically signing my tax forms.
- No. I would like to manually sign the tax forms by hand.
SINCE YOU WOULD LIKE TO SIGN THE TAX FORMS BY HAND, PLEASE DO NOT SIGN THE ELECTRONIC SIGNATURE EMAIL THAT WILL BE ARRIVING AFTER YOU SUBMIT THIS FORM. INSTEAD, PRINT IT AND PROVIDE IT TO US.
Banking Information
Please provide us with the business banking information that will be used for payroll (paying your employees).
Please upload a scanned copy of a voided check
We will need this before we can start processing your payroll.
Accepted file types: pdf, jpg, png, Max. file size: 32 MB.
Name of Bank
Bank Account Type
- Checking
- Savings
Bank Routing Number
Bank Account Number
PRESS SUBMIT BELOW & You're Done!
Please press the Submit button below and then check your email. Because there are several PDF files attached to the form that need to be uploaded, give your browser a few seconds to process the information (don't hit the "Back" button).

After you press Submit you will need to check your email for an invitation to electronically sign your documents via SignNow. Please electronically sign and then check your email again. SignNow will send you a second email with a link to securely download the final documents. That's it! You're done!
Name
This field is for validation purposes and should be left unchanged.

1Gather Info

2Submit Info

Sign Up For Payroll in 5 Minutes With 3 Easy Steps!
You can sign up for our payroll services in less than five minutes if you've got all of your documents ready in advance. Follow the simple steps outlined below and we'll have your payroll up and running in no time!
PLEASE NOTE: You will mostly likely have to complete this process on a desktop computer as we will need you to scan and upload documents. If you're trying to do this on a mobile device it could be difficult.
STEP 1: Information and Document Gathering
Before you get started, here are the documents and information we'll need to get your payroll started:
1. Business Contact Information. We need the basic contact information for your business, such as address, phone, etc.
2. Federal Tax ID Number and IRS Form. This is the number your business uses on all of your tax returns (also known as your EIN, FEIN, or Federal Employer Identification Number). We need a copy of the document the IRS provided to you when assigning the tax ID number for your business. Please scan it now and save the file in a convenient location. You will be uploading the file you just saved in the interview below. Please note that if you are a sole proprietor with no registered business entity, this is likely just your social security number.
3. Bank Account Information. We need your business bank account routing number and account number. This account will be used to process your payroll and pay your employees.
4. Copy of a Voided Check. Please obtain a check from the account you are using to process payroll and write the word "VOID" on it. Please scan it now and save the file in a convenient location. You will be uploading the file you just saved in the interview below.
5. Your Driver's License and Social Security Number. We need this information for tax purposes, and to begin processing your payroll.

STEP 2: Sign and Upload the "Laser Check Signature Form"
After you've gathered the info and documents listed above, follow the instructions set forth below to download, sign, and then upload our "Laser Check Signature Form". We will use this document to create your electronic signature to automatically sign your payroll checks.
1. Download the document in PDF (.pdf) format by CLICKING HERE.
2. Sign the document according to the instructions on the form.
3. Scan the document and save it in a convenient location, preferably in PDF format.
4. Upload the document below.
Please upload your scanned Laser Check Signature Form
After you have signed and scanned the form, click on the "Browse" button to find your file and upload it.
Accepted file types: pdf, jpg, png, Max. file size: 32 MB.
STEP 3: Fill Out the Form Below
Now it's as simple as filling out this form and uploading a few more documents you've already gathered. This form should take you less than five minutes to complete. After you hit the "submit" button at the end, we will immediately begin the process of setting up payroll for your business.
Security
Your online security is important to us. The information you provide is transmitted to us encrypted with bank-grade SSL protection to prevent unauthorized access.
Personal Contact Information
Please provide us with some information about who is filling out this form. In order to get started setting up your payroll, it is usually best to have the owner or an officer of the business completing this intake process.
Your Name*
First Last
Your Title*
Examples: "CEO", "CFO", "Managing Member", "Owner", etc.
Your Phone Number
We would prefer to have a direct number to reach you at. However, you may leave this field blank if you wish for us to only contact you at your regular business phone number.
Your Email Address*
Please give us your correct email address as we will be emailing you payroll docs to be electronically signed immediately after submitting this form.
Who Referred You to Serendipity Payroll?
Business Contact Information
Please provide us with the contact information for your business.
Legal Name of Business*
This is the taxpayer name you have registered with the IRS.
Trade Name or DBA
Please use "DBA" in your response before inputting the name. If no DBA, leave blank.
Type of Business
For example: "Law", "Restaurant", "Construction", etc.
NAICS CODE (https://www.naics.com/search/)
Business Address*
The address where the business is physically located. This cannot be a P.O. Box.

Street Address Line 1 Street Address Line 2 (optional: "Suite", "Unit", "Floor", etc.) City State ZIP Code
Business Mailing Address*
NOTE: If your mailing address is the same as your physical address, please still re-enter your address here.

Same as previous

Street Address Line 1 Street Address Line 2 (optional: "Suite", "Unit", "Floor", etc.) City State ZIP Code
Business Phone*
Business Fax
Iif none, just leave blank.
Business Website
If none, just leave blank.
States Registered to Do Business In
Please list each State you are registered to do business in using the two-letter abbreviation. Examples: "CA" or "CA, NV, MI". It is important to use the correct abbreviation as this field is used to ask you questions later in this interview that are state specific.
Business Tax Information
Please provide us with information we need to handle the state and federal taxes and filings for your business.
Federal Tax ID Number
This is officially called a Federal Employer Identification Number, "EIN" or "FEIN" with IRS. If you are a sole proprietor (as opposed to an entity) using your social security number, you may enter it here. If you don't have a number yet, just leave this blank.
Please upload a scanned copy of your Federal Tax ID Number
We are looking for a scanned version of the letter that the IRS sent (via email or post) to you after you applied for and obtained your tax ID number. If you use your social security number, you do not need to upload anything here.
Accepted file types: pdf, jpg, png, Max. file size: 32 MB.
California EDD Account Number
For existing businesses with payroll already setup, this is your California Employer Account Number with the Employment Development Department. You can usually find this number on a letter from the EDD or your previous quarter's tax return (CA form DE 9). If you don't have one yet, just leave this blank.
Your Tax Information
Please provide us with your tax information for state and federal taxes and filings (we are assuming you are an owner or principal of the business).
Social Security Number
Driver's License Number
Date of Birth
Electronic Signature Consent
We will send you an electronic version of all of the IRS, tax, or other documents we need your signature on after you submit this form. You can read the documents and sign them with a mouse click instead of your pen. We find this much more efficient than manually signing.
By selecting "Yes" to the question below, you are agreeing to electronically sign the various tax forms we need to process your payroll including, but not limited to, IRS Form 8655. If you'd rather sign manually you are welcome to download the forms and provide them to us later.
Do you consent to signing your tax forms and documents electronically, including IRS Form 8655?*
- Yes. I agree to electronically signing my tax forms.
- No. I would like to manually sign the tax forms by hand.
SINCE YOU WOULD LIKE TO SIGN THE TAX FORMS BY HAND, PLEASE DO NOT SIGN THE ELECTRONIC SIGNATURE EMAIL THAT WILL BE ARRIVING AFTER YOU SUBMIT THIS FORM. INSTEAD, PRINT IT AND PROVIDE IT TO US.
Banking Information
Please provide us with the business banking information that will be used for payroll (paying your employees).
Please upload a scanned copy of a voided check
We will need this before we can start processing your payroll.
Accepted file types: pdf, jpg, png, Max. file size: 32 MB.
Name of Bank
Bank Account Type
- Checking
- Savings
Bank Routing Number
Bank Account Number
PRESS SUBMIT BELOW & You're Done!
Please press the Submit button below and then check your email. Because there are several PDF files attached to the form that need to be uploaded, give your browser a few seconds to process the information (don't hit the "Back" button).

After you press Submit you will need to check your email for an invitation to electronically sign your documents via SignNow. Please electronically sign and then check your email again. SignNow will send you a second email with a link to securely download the final documents. That's it! You're done!
Name
This field is for validation purposes and should be left unchanged.

SIGN UP FOR PAYROLL

Sign Up For Payroll in 5 Minutes With 3 Easy Steps!

STEP 1: Information and Document Gathering

STEP 2: Sign and Upload the "Laser Check Signature Form"

STEP 3: Fill Out the Form Below

Security

Personal Contact Information

Business Contact Information

Business Tax Information

Your Tax Information

Electronic Signature Consent

Banking Information

PRESS SUBMIT BELOW & You're Done!

Sign Up For Payroll in 5 Minutes With 3 Easy Steps!

STEP 1: Information and Document Gathering

STEP 2: Sign and Upload the "Laser Check Signature Form"

STEP 3: Fill Out the Form Below

Security

Personal Contact Information

Business Contact Information

Business Tax Information

Your Tax Information

Electronic Signature Consent

Banking Information

PRESS SUBMIT BELOW & You're Done!