Page 5 - Filing Status for Individuals
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MANAGING CLIENT PAYROLL



                                      /!\ Summary of Client Payroll Processing Requirements /!\

                                                       KEY PAYROLL ACTIVITIES







                                  Client Account Setup (1)                              Payroll Calendars

                                  Discuss and collect client                            Defining payroll processing, tax
                                  business information for Payroll                      payments, leave accrual, holiday &
                                  Account Setup.                                        bank tax payments calendar


                                  Employee Payroll Setup (2)                             Payroll Taxes and Reports

                                                                                         Defining payroll taxes to file for
                                  Collecting Employee Data for                           Federal, State, County tax
                                  payroll, verification forms and                        reports and management
                                  employee record setup
                                                                                         reporting checklists




    https://lentcpa.com                                                                                                            Page: 3
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