Payroll Onboarding Checklist

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.

Employee & Pay Details

Employee information
Start dates
Pay schedules

CRA Payroll Account

Payroll account number
Remittance history
CRA correspondence

Benefits & Vacation Rules

Benefits programs
Vacation policies
Statuary holiday rules

Payroll Access

Banking information
Payroll system access
Authorization records

Year-End Responsibility

T4 Preparation
ROE requirements
Year-end reporting

Prior Payroll Reports

Payroll summaries
Prior pay stubs
Year-to-date balances

Need Help with Payroll Setup?

Book a Consultation

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