When hiring a new employee, employers should collect the required payroll and employment forms before or at the time the employee starts work. These forms help ensure proper tax withholding, employment eligibility verification, payroll setup, and compliance with federal and state requirements.
When hiring a new employee, employers should collect the required payroll and employment forms before or at the time the employee starts work. These forms help ensure proper tax withholding, employment eligibility verification, payroll setup, and compliance with federal and state requirements.
Must filled and signed by both employee and employer.
Employees complete Form W-4 so the employer can withhold the correct federal income tax from payroll.
Form W-4 from IRS
Must filled and signed by both employee and employer.
All U.S. employers must complete Form I-9 for each new employee to verify identity and employment authorization.
Form I-9 from USCIS
For employer record purpose.
Employees must provide acceptable documents to prove identity and work authorization.
View Acceptable I-9 Documents
Must filled and signed by employee, and filled by employer.
New York employees should complete Form IT-2104 for New York State, New York City, and Yonkers withholding, if applicable.
NY Form IT-2104
New York employers are required to provide written notice of wage rates to each new hire.
NY Notice of Pay Rate Information
New York employers must report newly hired or rehired employees within 20 calendar days of the hiring date.
NY New Hire Reporting
This checklist is provided as a general guideline to assist employers with onboarding and payroll setup for new employees. While we strive to keep this information accurate and up to date, requirements may vary based on specific circumstances, industry, location, and changes in federal, state, or local regulations.
We do not guarantee that this list is complete or applicable to every situation. We are not responsible or liable for any omissions, errors, or compliance issues that may arise from reliance on this information. Employers are encouraged to consult with their legal, tax, or HR advisors to ensure full compliance with all applicable laws and regulations.