Create a checklist appendage to the client intake form verifying payroll compliance elements such as state unemployment rates, local tax registrations, and certified payroll requirements for union contractors

Generate create a checklist appendage to the client intake form verifying payroll compliance elements such as state unemployment rates, local tax registrations, and certified payroll requirements for union contractors for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

Agent Configuration

Login required: You need to sign in to execute this agent.

Payroll Compliance Document Package *

Click to upload or drag and drop

Allowed: PDF, XLSX, CSV, DOCX

Max size: 50MB

Upload current payroll records, state unemployment rate notices, local tax registrations, and union agreements to establish baseline compliance verification

State Jurisdiction Coverage *

Select all states where client has payroll obligations to ensure proper SUTA rate verification and registration compliance

Union Contractor Certification Status *

Specify client's union affiliation and prevailing wage requirements to determine certified payroll reporting obligations

Local Tax Registration Requirements *

Identify all local tax jurisdictions (city, county, school district) requiring payroll tax registrations and withholding obligations

Payroll Processing Frequency *

Confirm payroll frequency to determine submission deadlines for quarterly unemployment returns and certified payroll reports

Employee Classification Breakdown *

Provide approximate employee count by classification (W-2 employees, 1099 contractors, union members, exempt vs non-exempt) for compliance verification

SUTA Experience Rate Verification Date *

Enter the most recent date when state unemployment tax rates were verified with all applicable state agencies

Certified Payroll Report Recipients

List all entities requiring certified payroll submissions (contracting agencies, union halls, DOL, city compliance departments) with contact details and submission methods

Compliance Checklist Frequency *

Determine how often this compliance checklist should be triggered for ongoing monitoring and quarterly reviews

Create a checklist appendage to the client intake form verifying payroll compliance elements such as state unemployment rates, local tax registrations, and certified payroll requirements for union contractors

Agent Configuration

Executing Agent

Edit Agent

Current Agent: