Welcome to Beyond! We are dedicated to simplifying payroll for you, starting with an accurate and seamless account setup. To finalize your enrollment, you will need to provide specific information about your company.
To complete your enrollment, you will need:
- Your company’s tax ID, physical address, and contact information.
- Financial details, including your payroll bank account and login credentials.
- Owner or officer ID and contact information, including a direct phone number.
- Your payroll schedule and approximate payroll amounts.
- The name and address of at least one worksite.
Once you have this information, you can use our step-by-step setup guide to complete your enrollment quickly.
Experiencing Information Overload?
If you don’t have all this information on hand, don’t worry. The Integration Center is here to help. We explain what information you need, where to find it, and how it is used in your account. For personalized assistance with setting up your account, contact your integration consultant directly.
Here is everything you should have ready to enroll a company with Beyond:
Company Registration
- Federal Employer Identification Number: Your Federal Employer Identification Number (FEIN) is a nine-digit number assigned to your company by the IRS. You can provide your FEIN during account setup or in the Company menu of your Dashboard. You can register for an FEIN on the IRS website.
- State and Local Tax Identifications: You must provide a state tax ID for each state where your company has tax obligations. This typically includes withholdings for income tax and unemployment taxes, though requirements vary by state. Some states also have local taxation, so it is important to know the requirements in each state.
- Form 8655 and Third-Party Agents: Form 8655 must be signed by your company owner or a corporate officer to authorize Beyond to file and deposit taxes on your company’s behalf. Most states have a process for approving a Third-Party Agent to file and pay payroll taxes for you. This is different from the Power of Attorney form, which allows us to communicate directly with state tax offices on your behalf.
Banking and Prior Pay
- Provide Prior Payroll Data: If your company has already paid employees this year, you must provide us with your payroll history reports. This is essential for us to accurately calculate withholdings and file on your behalf at the end of the year.
- Verify Your Bank Account: When you process payroll with Beyond, funds will be withdrawn from this account. You can verify the account instantly during enrollment or at a later time.
- Set Up Direct Deposit: Paying employees by direct deposit is a secure and simple option. You can still pay employees by check at any time, even within the same pay run as direct deposit payments.
- Ordering Check Stock: If you plan to frequently issue payments by printing checks, you can obtain blank check stock for your home or office printer. We will securely enter your company’s banking information so that it prints on your blank stock whenever you process a paper check payment.
People, Places, and Pay Periods
- Set Up a Pay Schedule: Use company pay schedules to determine how often your employees will be paid. Be aware that many states have specific pay frequency requirements for employers.
- Enter Worksite Information: Worksites are used to associate employees with a physical location. This is a critical part of how we determine your employees’ tax profiles to accurately calculate all applicable taxes.
- Add Employees: While you can always add your workers yourself, our Implementation team is ready to accurately enter your workers’ information for you, including their prior pay history.
- Add Administrators: Administrator users can manage their team, set tasks, approve hours and wages, or even run payroll. You can control their access to information and permissions.
- Set Up Deductions: Common payroll deductions, such as retirement plan contributions and insurance premiums, can be added to your account. We offer fully customizable payroll deductions.
- Set Up Payroll Pay Items: Pay items are used to classify workers, such as hourly, salaried, overtime exempt, or any other classification you need.
Compliance and Integrations
- Set Up Workers’ Compensation Insurance: Most states require employers to have Workers’ compensation insurance. You can manage your existing insurance plan with our Workers’ Comp Tracking tool, which is useful in the case of an audit. If you don’t have coverage yet, you can book a free consultation to learn more.
- Establish Health Benefits: Our team of licensed brokers makes it easy to offer medical, dental, and vision plans that fit any budget.
- Set Up Payroll Accrual Policies: You can set up custom company accrual policies with multiple rates, check employee balances, and approve time-off requests.
- Accounting and Timekeeping Integrations: We partner with trusted accounting and time-tracking services to provide a seamless payroll experience from scheduling to bookkeeping.
- Labor Law Compliance: Certain federal and state laws require employers to provide various types of leave policies, access to posted legal notices, and harassment prevention training. This may include updating worksite labor law posters, scheduling mandatory harassment training, or offering a sick or medical leave policy.
