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Wagepoint Payroll Setup

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Download your free Wagepoint Payroll Setup template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Wagepoint Payroll Setup' templateWagepoint Payroll SetupCLIENT TASKSInformation needed to begin your payroll setupProvide the company details as related to your payroll setupCompletedProvide your firm's CRA payroll account number (and Revenu Quebec payroll account number and employer HSF rate, if applicable)CompletedProvide the details for the bank account used to pay wages and payroll taxes (and upload voided cheque)CompletedProvide any relevant provincial/territorial tax information (if applicable; see list below)CompletedHow often would you like employees paid (monthly, twice a month, every 2 weeks, every week)? What would you like your first payroll date to be?CompletedSpecify any additional deduction types you would like to use (see list below)Ready To StartDue TodaySpecify any additional income types you would offer or would like to use (see list below)Ready To StartDue TodayConfirm (add/edit) the list of your company statutory holidays (see list below)Ready To StartDue TodayPlease provide a list of current / terminated employees (and contractors) who will be on payrollReady To StartDue Today

This is the best practice process for setting up payroll powered by Wagepoint. This workflow should be used in conjunction with Wagepoint to complete the payroll setup for clients. It will leads to the ongoing payroll process and periodic compliance processes.

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