Payroll Setup Checklist
Everything you need to set up payroll correctly the first time — without the IRS penalties, missed filings, or costly mistakes.
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- Step-by-step payroll setup checklist (PDF)
- Employee vs. independent contractor classification guide
- Federal payroll tax requirements overview
- State payroll registration checklist (all 50 states covered)
- Payroll software comparison chart (QBO, Gusto, ADP, Paychex)
- New hire paperwork checklist (W-4, I-9, direct deposit)
- Payroll frequency decision guide
- Common payroll mistakes to avoid
The 4-step payroll setup process
Classify your workers correctly
Employee vs. contractor misclassification is the #1 payroll mistake — and the IRS penalties are severe. This checklist walks you through the tests.
Register with federal & state agencies
Get your EIN, register for state withholding and unemployment accounts. Every state is different — we cover them all.
Choose your payroll software
Compare QBO Payroll, Gusto, ADP, and Paychex side-by-side so you pick the right tool for your business size and budget.
Set up your first payroll run
Collect W-4s, set up direct deposit, configure tax withholding, and run your first payroll with confidence.
Payroll mistakes are expensive. The IRS charges penalties of 2–15% of unpaid payroll taxes, plus interest. Getting it right from the start is always cheaper than fixing it later.
Common Questions
Is this for businesses with employees or contractors?
Both. The checklist covers employee payroll setup AND contractor payment requirements (1099 filing, etc.).
Does this cover my specific state?
Yes — the state registration section covers all 50 states with links to the relevant state agencies for each.
What if I already have payroll set up?
This is also a great audit tool. Use it to verify your current setup is correct and compliant — many business owners discover gaps they didn't know existed.
How is this delivered?
Instant PDF download after purchase. Print it out and check items off as you go.
Set up payroll right the first time.
$17 one-time. Instant PDF download. 30-day money-back guarantee.
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