New Payroll Checklist

Switching Payroll Providers? Make the Transition Seamless. Download our FREE Checklist and ensure a smooth transition.

KEY features

Required Company Identification Numbers:

Employee Information Section

Company Totals Section

Banking Information (Voided Check)

Payroll Records Section

Clear and Concise Formatting

Free Downloadable PDF

Streamlined Transition

Comprehensive Coverage

Benefits

Ensures all necessary tax IDs are readily available for accurate and timely payroll tax filings.

Guarantees complete and accurate employee data for proper payroll processing and tax compliance.

Provides a summary of payroll data, facilitating a quick and accurate handover to the new payroll provider.

Enables seamless setup of direct deposit and payment processing.

Allows for a comprehensive review of past payroll activity, ensuring continuity and accuracy.

Easy to understand and follow, even for those unfamiliar with payroll processing.

Accessible and convenient to use at any time.

Addresses all key aspects of payroll data, minimizing the risk of errors and delays during the transition.

Testimonials

You are in excellent hands at Safe Harbor. My employer utilizes their payroll services and my husband and I utilize their tax services. Everyone is so kind, caring and confident in the work they do. Highly recommended. They are the BEST.

Lashawna Ayala-Estraca

My wife and I are 1st time customers to Safe Harbor and we will be repeat customers. Great service, top notch staff (Pritesh is awesome!!!) and just an overall fantastic experience. Highly recommend Safe Harbor Tax & Payroll.