Payroll Services Workflow
Start a Client Engagement
Thank you for trusting Kolen Services for your Payroll Services needs. Before we can get started working for you, please complete and upload the start an engagement items. You can download each of the forms by clicking the "buttons" below. Please complete, sign and upload back to the client engagement. To ensure their is no gap in your services please complete and upload the recurring payment credit card authorization form. We can not complete the full setup up of your payroll account with out all the pre-setup & engagement documents . Thank you again for trusting Kolen Services. We look forward to working with you and getting your payroll account setup.
Client Engagement & Pre-Setup Checklist
Client Phase 1 : Employer & Employee Documents Collections
Phase 2: Confirmation of Federal & State Tax Accounts Setup
Phase 3: Implementation & Training