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In just a few steps you'll be on your way to processing your own payroll - simple, fast and all online 

Before you begin 

You can make your payroll account registration go faster by gathering the following data: 

  1. Your CRA Payroll Number. If you need to register for one you can go HERE to do that 
  2. If you operate a business in Québec, you also need QC payroll number.  If you  need to register for one you can go HERE to do that. 
  3. Completed TD1 forms from all your employees. Employees must fill out both Federal and their Provincial form for their Province of Employment.  As an employer you need to keep these forms on file - and we'll need the numbers from these forms when you enter your employees in the system. 
  4. The Chart of Accounts (general ledger codes) from your accounting software. You'll be able to setup your payroll account to match the account codes you / your bookkeeper uses to track your business finances. If you don't have accounting software - you really should. It will make running your business much easier. Check out these apps that are integrated with our Payroll. 

Register for an account 

Head over to our home site and click on Pricing and choose a plan that fits your business - the Business Plan is a great start and includes integration with the most popular accounting packages. Just give us a few details about your business and we'll setup your account.

Once your account is created, use this handy checklist to gather all the things you will need to get set up and running with payroll.  You can download a PDF version of the full Checklist, or a simplified version at the bottom of the page. 
Note: If you are moving from another payroll provider part way through the year you MAY want to have them send interim ROEs for your employees, to avoid manual adjustments to your ROEs later. 


Checklist for Getting Started with Payroll

Below is a list of items you will need to set up your account for payroll.  Download the PDF version at the bottom of this page. 

  • Documents for Payroll

    • CRA payroll number
    • Employee profile information - Address, bank details, pay rates, vacation etc.
    • Last payslips from previous payroll service (this will contain your YTD numbers)
    • TD1 forms for employees

  • Documents for ePay

    • Business Registration/Incorporation Documents showing your CRA payroll number

    • Utility bill for address confirmation
    • Void/Cleared Cheque or bank verification letter
    • 2 forms of government issued photo ID

  • Benefit/Deduction Review

    • Speak to your accountant/bookkeeper, or benefits provider, about the tax implications for any benefits/deductions you use for your employees

    • Write down what you find out, you will need it later.

    • Calculate your per pay run premium amount for any premiums paid monthly
      • Example: Health benefits are $100/month and you pay Bi-weekly.  Your per pay run calculation would be:
        • 100*12=1200/yearly
        • 1200/26=46.15 per pay run

  • Accounting integration

    • Do you need to add items to the Chart of Accounts in your accounting program that you plan to integrate with payroll?

    • Speak to your accountant/bookkeeper to find out what they want for reporting

    • Be sure to review your Chart of Accounts in your accounting program to add any accounts you may need 

 

Next Steps

Now that you have an overview of what's needed to set up your account, you can move on to configuring your company settings. Please follow our guide to Your Company Settings or return to our Easy Getting Started Guide.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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