Payroll Documents and Tax Information
During onboarding, we'll ask you to upload the following documents:
1. Quarterly Summary Report:
Instructions:Upload this report for any quarter in which you ran payroll with a previous provider for the entire quarter.
This report must include summarized totals of everything listed below for each W-2 employee that was paid, including terminated employees:
2. Detailed Payroll Report:
This report must include everything listed below for each employee that was paid (including terminated employees), summarized by check date: 
This report must include summarized totals of everything listed below for each W-2 employee that was paid, including terminated employees:
- How much was paid in gross and net
- How much was paid in employer taxes (FIT, MED, SS, FICA, etc.)
- How much was deducted for employee taxes (FIT, MED, SS, FICA, etc.)
- How much was deducted for other miscellaneous deductions (insurance, 401( k ), etc.)
Sample:
2. Detailed Payroll Report:
Instructions:
Upload this report for any quarters where you ran payroll with a previous provider for part of the quarter.
- Pay period & check date
- Every employee that was paid
- How much was paid in gross and net
- How much was paid in employer taxes (FIT, MED, SS, FICA, etc.)
- How much was deducted for employee taxes (FIT, MED, SS, FICA, etc.)
- How much was deducted for other miscellaneous deductions (insurance, 401( k ), etc.)
Sample:
3. Federal tax information:
- Federal Employer Identification Number (EIN) - What’s this?
- Federal Filing Form 941 ( this is your quarterly federal income tax return)
Important Note: Zenefits Payroll currently only supports Federal Form 941
4. State and local tax information:
Click here to find which documents we need for your specific states and localities.
5. Additional documents:
If applicable, your Implementation Manager may request additional documents from you, such as a year to date payroll history report, articles of incorporation, etc.