Simplified 
Payroll and Bookkeeping

You Payroll
Enrollment Guide

The key to successful payroll processing is a successful enrollment!
We’re here to walk you through what you need to know to get your payroll setup!

Setup Your Payroll with Simplified Payroll and Bookkeeping

Prompt Payroll Services with Simplified Payroll and Bookkeeping

Get Relief From Your Payroll Responsibilities:

If you don’t have the time, talents, or tools to handle your operation’s payroll duties, call Simplified Payroll and Bookkeeping at 737-931-1413.

Our knowledgeable team is trained to make payroll a smooth, easy, and dependable process for you and your staff so you can deal with other pressing business matters.

Let us be your resource for:

  • Payroll outsourcing
  • Direct deposit
  • Report center
  • Payroll taxes

Our work is backed by 40 years of payroll management experience, and we offer a tax guarantee.

Perks for Our Payroll Clients

  • Normally able to turn around work in 24 hours
  • Discounts available when buying bookkeeping and payroll services together
  • Compassionate customer services

Pricing Options

Payroll is a necessity for any business—you have to pay your employees, make the right tax deductions and then get everything paid and filed on time. This is a big task for small business owners and it isn’t how you should be spending your time.

Basic

$45Per Month

If you do Books with SPB

Plus $6 per Employee / Contractor

Pro

$60Per Month

If we do not manage Books

Plus $8 per Employee / Contractor

More time for you, less time on payroll and taxes

Leave payroll to us so you can focus on what’s most important — Your Business!

Run Payroll Anywhere Anytime

Easy three step process: Enter, Preview, Approve. Taxes are automatically paid, filed and backed by 100% tax filing guarantee.

Your Security is Our Priority

Leading security methods and technology monitored 24/7 to keep you and your employee’s information safe.

Were Here When You Need Us

US-based customer support team available to help you get your questions answered so you can successfully manage your business.

Access for Employees and Contractors

They receive logins to view paystubs, benefits, W2s and 1099s.

We Keep You Compliant

They receive logins to view paystubs, benefits, W2s and 1099s.

We Got You Covered

Ask us about 401K, Health Insurance, and Workers Compensation.

Pricing options start from $45 a month for unlimited processing and includes:

  • Direct Deposit
  • New Hire
  • Reporting
  • Employee Portal

We Got You Covered

  • HR Tools
  • Labor Law Posters
  • And More

TAKE ACTION TODAY!

Email: info@SimplifiedPB.com

Tel: 737-931-1413 Fax: 512-717-9517

GUIDE TO SWITCHING PAYROLL PROVIDERS with Simplified Payroll and Bookkeeping

Everything you need to know to successfully and seamlessly switch from one provider to another.

DOWNLOAD YOUR PDF GUIDE

While it’s possible to switch payroll providers at any time, there are times throughout the year when the process is easier:

  1. the start of a quarter, or
  2. the beginning of a new year. The start of a new calendar year is especially ideal because there’s no historical data for the year, making it much easier to complete the transition in an efficient manner. If you’re considering switching payroll providers, this guide will provide you with the information you need to make the process as seamless as possible. Plus, many services will gladly work with you throughout the transition to help ensure your payroll information is setup correctly prior to running your first payroll.

Preparing to Switch Payroll Providers

Before you make your decision to switch to a new payroll provider, there are a few basic steps you’ll want to take to be best prepared for the switch:

  • Review your contract with your current payroll company. Are there any restrictions that outline when you can make a change? If there’s something you don’t understand, reach out to your provider for clarification and notify them of your intent to change providers.

  • Sign up with your new payroll company.

  • Provide the new company with all the necessary information.

  • Officially transition everything to your new payroll company and close your previous payroll account.

  • Double check your new account for accuracy.

Making the Move to a New Payroll Provider

Once you’ve confidently selected a new payroll provider, it’s time to officially make the switch. The process of switching providers doesn’t have to be complicated and we are more than willing to provide a high level of assistance. This typically means completing all data entry tasks, as well as anything else required to ensure a smooth transition.

PAYROLL TRANSITION CHECKLIST:

The transition to your new payroll provider is not complete until you provide all the required information. Until you do this, your provider won’t be able to pay your employees and withhold the proper amount of taxes. Here’s a list of information your new provider will request from you:

Business Identification Numbers & Information

  • Federal **Employer Identification Number (FEIN)**a State withholding tax ID number
  • State unemployment insurance account number and rate
  • Legal business name, address and business type
  • Bank account and routing numbers
  • Year-to-date gross pay for each employee
  • All payroll summaries for the current quarter (only if switching mid-quarter)

Employee Forms and Information

You should have previously collected the following information and forms from all employees:

  • Employee and contractor e-mail addresses, mailing addresses, social security numbers
  • Former employee details for generating their W-2s at the end of the year
  • W-4
  • State withholding tax form

Worker Classification

You will need to classify workers as one of the following:

  • A W-2 employee

  • A 1099 independent contractor

Payroll Schedule

Depending on state laws, you can use the same payroll schedule as before, or make a change. The most popular options are listed below but it will be important to ensure compliance with state pay frequency laws:

  • Weekly
  • Bi-weekly
  • Semi-monthly
  • Monthly

Payment Method

How will you pay your employees?

  • Direct deposit
  • Paper check

It’s Time to Run Payroll!

Once your new payroll provider has all of the required information, they can begin to run payroll on your behalf. When closing your previous payroll account, make sure you save and transfer all payroll and employee records, including:

  • Year-to-date gross pay and prior state and federal tax filings for all employees
  • Current and previous employees’ addresses, social security numbers, and year-to-date gross pay and tax information to make sure W-2s are correct
  • Copies of payroll tax payments and filings made on your behalf for the company

If you switch providers in the middle of a quarter, verify with your previous provider which tax payments and filings they will be making on your behalf. They should refund you any quarterly taxes collected but not submitted to the IRS or state. They should also pay any federal and state income taxes already collected.

While it may seem like your payroll is out of sight, out of mind, you still have some responsibilities. Most importantly, you want to regularly check for accuracy regarding the following withholdings and deductions from employee paychecks:

  • Federal income tax
  • State tax
  • Local tax
  • Medicare and Social Security taxes
  • Other deductions, such as those for retirement plans and insurance

You should also regularly review the following employer taxes:

  • Social Security and Medicare
  • State Unemployment Insurance
  • Federal Unemployment Tax Act taxes

With the help of your payroll provider, you’re also required to make the following federal and state tax deposits and filings:

  • Form 940 (Federal)
  • Form 940 (Federal)
  • Form 943 (Federal – Agriculture)
  • Form 944 (Federal)
  • State forms (depending on your state)

Lastly, here are some of the year-end documents that come into play:

  • 1099
  • 1096
  • W-2
  • W-3
  • State annual reconciliations

With online technology, this guide, and a payroll provider that offers transition support, it’s easier than ever to switch providers.

By choosing the right provider this time around, you can be confident in the service you’ll receive in the future.

TAKE ACTION TODAY!

Email: info@SimplifiedPB.com

Tel: 737-931-1413Fax: 512-717-9517

 

HOW TO RUN YOUR FIRST PAYROLL

DOWNLOAD YOUR PDF GUIDE HERE

 

READY TO GET STARTED?

This user guide will walk you through the process of running your first payroll and get you familiar with our platform.

LET’S GET STARTED

  • Visit Simplified Payroll and Bookkeeping and select “Login” in the navigation bar on the top, right side of the screen.

  • Enter your username and password under the Payroll Administration Login.

GETTING TO KNOW THE DASHBOARD

After logging in, you will be brought to your Dashboard. This is where you will start your payroll each time.

1 To get started, click the Begin Payroll button

Picture1

Note: The lower half of the screen shows relevant payroll information pertaining both to recently run payrolls on our platform and key financial analytics. Click into these for a detailed breakdown.

ENTER PAYROLL SCREEN

After clicking into Begin Payroll from the Dashboard, you will be taken to the Enter Payroll screen. Here you will find your employees grouped by the following pay types: Hourly, Salaried and 1099 Contractors. For Hourly Employees and Contractors, you will enter hours for each employee. Salaried Employees’ hours are auto-filled. You can enter any additional compensation, such as bonus, tips, or commission income, the employee may have earned during the pay period.

Picture2

PREVIEW PAYROLL SCREEN

The Preview Payroll screen allows you a chance to review all the earnings, deductions, and taxes before approving.

Picture2.png

PREVIEW PAYROLL SCREEN

The Preview Payroll screen allows you a chance to review all the earnings, deductions, and taxes before approving.

Picture3

SUMMARY & DETAILS TABS

In the Details tab, you will find a more detailed breakdown of the payroll you are processing. You can see each earning, tax and deduction for each employee paid on the payroll.

Picture4

PAYROLL APPROVED SCREEN

The Payroll Approved screen gives you a confirmation that your payroll has been processed, and provides you with a reminder of What You Will Do. A confirmation email will be sent to the primary approver on file.

That’s all there is to it!! Congratulations, you have just successfully run your first payroll.

If you have any questions about the process, call 737-931-1413

Picture6

Note: If you are processing payroll more than two business days before the check date, you will see a pop-up that asks if you would like to Process Early. Process Early allows the payroll to be processed and reports made available online, but your bank account will not be debited earlier than the scheduled process date nor will employees be paid earlier.

If you are located in the United States and don’t see your service area, we can still help you with your payroll and bookkeeping.

Call us at 737-931-1413 or schedule a consultation with us.

WHAT WE’LL NEED FROM YOU TO START PAYROLL:

– Their Federal Employer Identification Number (FEIN)
– The client’s bank account and routing information
– The following information for both the client and client’s employees

– PERSONAL: Name, Address, Social Security Number, and Email Address
– PAY INFORMATION, INCLUDING: Hire Date, Status Type, Pay Rates, and Deductions
– OTHER: Withholding Status and Allowances from Employees’ W-4 Forms
– BANK: Direct Deposit Information (if applicable)

A payroll is a compensation that a firm or a business usually offers employees at a certain period or a particular date of a month. Its management is done by the department of human resources or account of the firm. In most cases, the small business owners handle their payroll without any experts.

Ideally, these payrolls are mainly outsourced to certain companies that manage employee benefits, paycheck processing, accounting operations, etc. Several payroll firms include Bitwage, Wagestream, Atomic, Finch, and Pinwheel. They are working towards using better technology for more convenient payroll operations. This makes it easier and simpler to pay employees without taking much time. Moreover, it offers them any related documents needed using technology that suits their needs better.

Also, payroll is referred to as the list of employees in the company and the amount that each of them needs to be compensated at a certain period. Most businesses have this as an expense; therefore, it will be deducted from the gross income. This will lower the total taxable income of the firm. Several factors bring about the difference in payroll from time to time. This includes sick pay, overtime, and more.

Simplified Payroll and Bookkeeping Bookkeeping Services Include:

  • Catching up on backlogs in book work
  • Cleaning up existing bookkeeping systems
  • Assisting startup businesses
  • Performing bank statement reconciliations
  • Handling accounts payable and receivable
  • Issuing income statements and balance sheet reports
  • Setting up QuickBooks™
  • Reviewing your books to verify there are no errors
To learn more or to request a consultation, please call (737) 931- 1413

Reasons to Engage Our Bookkeeping Services:

  • Payroll and bookkeeping specialists
  • Able to assist in a financial review to help increase profit margins
  • Establish internal processes to make your business succeed
  • Work with all bookkeeping brands – clients make choice based on quality and price
  • Able to truly connect with our customers

Tell Us How We Can Help?

How Does Payroll Processing Work

How Does Payroll Processing Work?

How Does Payroll Processing Work? Payroll Processing Your payroll process directly impacts the success of your company. Accurate and timely payroll processing exudes your responsibility

Guide to Switching Payroll Providers

Guide to Switching Payroll Providers

GUIDE TO SWITCHING PAYROLL PROVIDERS with Simplified Payroll and Bookkeeping Everything you need to know to successfully and seamlessly switch from one provider to another.