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Payroll Setup Checklist in the Wizard

This article orients new Patriot users to the payroll setup checklist resources and directs them to the detailed checklist article and the next setup step.

Before you run your first payroll in Patriot, you'll need to gather some information about your company and employees. This article points you to the right resources to get ready.

What You'll Need

See What Information Is Needed to Set Up Payroll? for a full list of the company details, tax IDs, and employee information you should have on hand before you start setup. You can also download the printable payroll checklist here.

Watch the Setup Overview

The video below walks through the payroll setup checklist with a sample business, showing what information you'll need and where it gets entered in Patriot.

Next Step

Once you've reviewed the checklist, go to Company Tax Settings to begin entering your company information in Patriot.

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