Payroll Onboarding Checklist

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Payroll onboarding requires accurate employee information, clear pay schedules, and reliable remittance responsibilities. The ACCPAS Payroll Onboarding Checklist helps employers organize the information needed before starting payroll support, changing payroll processes, or reviewing payroll compliance.

What’s Included in the Checklist

The ACCPAS Corporate Bookkeeping Checklist help you gather and organize the key documents before your consultation.

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Employee & Pay Details

  • Employee information
  • Start dates
  • Pay schedules
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CRA Payroll Account

  • Payroll account number
  • Remittance history
  • CRA correspondence
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Benefits & Vacation Rules

  • Benefits programs
  • Vacation policies
  • Statuary holiday rules
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Payroll Access

  • Banking information
  • Payroll system access
  • Authorization records
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Year-End Responsibility

  • T4 Preparation
  • ROE requirements
  • Year-end reporting
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Prior Payroll Reports

  • Payroll summaries
  • Prior pay stubs
  • Year-to-date balances

Need Help with Payroll Setup?

 
Book a consultation with ACCPAS Professional Corporation, if payroll setup, remittances, ROE, T4, or year-end responsibilities require review.

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