The rest of the enrollment process involves setting up your account in 7 steps. You can see the list of steps on the left side of your screen and use this menu to go back and make changes. Your progress is always saved, so you can return to your dashboard at any time by logging back in.

Save Time with the Account Setup Information Sheet You can download the Account Setup Information Sheet, a fillable PDF that details all the information you will need to have on hand during the setup process. If you need help or want to learn more about Beyond, you can visit our Help Center. You can also chat with us or call us at (757) 302-1442.

Step 1: Company Basics

• Company Name and Address: Enter the full legal name of your business as it appears on your tax returns.
  • Note: If your company operates under a different name, you can add any DBA (Does Business As) names here. The DBA name will appear on worker paychecks.
• Federal Tax Information: Enter your Federal Employer Identification Number (FEIN). If you don’t have one, you can set one up with the IRS in just a few minutes. Once you have it, you can return to Beyond to complete your setup.
• Company Classification: Select your registered Entity Type from the list. Then, choose your industry. If you don’t see an exact match, or if your business spans multiple industries, select the one that best describes your company. If your entity type is not listed, choose “LLC.” This information helps us customize your experience.
• Company Contact Information: Provide the best phone number to reach you in case we have questions about your payroll.
• Payroll History: If you have paid employees this year—even those who are no longer with you—we will need their prior wage reports. This is essential for correctly deducting unemployment taxes and filing on your behalf at year-end. We are happy to enter both your employees and their prior wages for you, as this is the fastest way to get you set up.
• Payroll Frequency: While bi-weekly and semi-monthly are the most common pay frequencies, Beyond allows you to pay your workers on the schedule that works best for you, whether it’s weekly, bi-weekly, semi-monthly, or monthly. If you are unsure, just choose the most likely option; you can always change it later.
  • Note: If you need multiple schedules or your desired schedule is “Not Listed,” we will contact you for more details.
• Payroll Amount: Next, provide an estimate of the total amount you will be paying your employees each pay period. You can always update this later.
• Number of Workers: Estimate how many employees and contractors you typically pay in a single pay run. It doesn’t need to be exact.
• First Check Date: Set a target date for when you want your employees to receive their first paycheck through Beyond. You can either type the date or use the calendar, and you can always change it later. We recommend choosing a date at least one week away to give our team time to get everything set up.

On the left, you can track your progress as you complete each step. Click Continue to move to the next step. You can always come back to a previous step without losing your progress.

Step 2: Owner or Officer Information

Enter the personal information for at least one owner or officer of the company. This should be the individual authorized to sign legal documents for the business. You must include:

• Name
• Title
• Email address
• Personal phone number
• Social Security Number
• Birthday
• Home mailing address

If you are the Owner/Officer, you can get a head start by clicking “Use My Info.” Click Save to finish adding the information. Once you have entered the Owner/Officer information, you can proceed to the next step. If there are other Owner/Officers, you can add them at any time by returning to this step and clicking +Add Another.

Step 3: Reporting Agent Authorization (8655)

We manage all your tax filings to ensure they are always accurate and on time. To do this, you must authorize us by signing Form 8655. This form will be pre-filled with the information you have already provided. To sign electronically, simply select your title below the document preview and click Sign.

Signing this form allows us to:

• Sign and file certain tax returns.
• Make deposits and payments for certain returns.
• Receive duplicate copies of tax information, notices, and other communications.
• Provide the IRS with information to assist in penalty relief determinations.

Click Continue to move on.

Step 4: Company Bank Account

Your company bank account will be used for all payroll transactions, including the initial credit and debit transactions used to verify the account is open and active.

Enter the account and routing numbers for the bank account you will use for paying employees and contractors. Once you have entered and verified the numbers, click Save & Continue. Your banking information is secured and can only be changed by contacting us.

By selecting SAVE & CONTINUE, you agree to the Terms of Service for Beyond. Once your banking information has been provisioned, click Continue.

Step 5: Pay Schedules

Here you will set up pay schedules to define how often employees are paid and on what dates. You have the option to set up more than one pay schedule.

• Schedule Name and Pay Frequency: The simplest way to name a schedule is to use the pay frequency as the name (e.g., “Weekly”). If you pay different teams on different schedules, you might name them by team, such as “Management” or “Floor Techs.” The key is to keep it simple so you and anyone else running payroll can easily select the right schedule.
• Check Date & Period Start/End Date: Your options will vary based on your chosen frequency, but you will always need to choose the first check date (when employees will receive their first paycheck through Beyond) and the corresponding period start and end dates (the period for which the paycheck is for). The end date should be the day before the start of the next period.
  • Note: All future pay periods and check dates will be automatically scheduled based on this information.
• Pay Schedule Preview: Based on your input, we will show you upcoming payroll cycles, including deadlines, so you can see how the schedule will work.

Click Create when you have confirmed the details. You can also add additional schedules as needed.

Step 6: Worksites

Enter the location where your employees perform their work. If you have multiple worksites, enter the primary one first; you can add others later.

Click Create and then add any other locations as needed. It is important to list all locations where your employees work, especially if they are in another state or a city with different tax regulations. This ensures we correctly handle payroll taxes for every employee.

Step 7: Verify Bank Account

You can securely verify your bank account using Plaid. You also have the option to manually verify it later if you prefer. Click Continue and follow the prompts.

This completes the setup process. We will take it from here.