Complete the following form to ensure your payroll and tax form distribution is accurate and on time.

Tax & Payroll Intake Form [W2]
To be completed by all W2 personnel, regardless of length of contract, employment, or assignment. Please be prepared to provide direct deposit information, upload your W-4, I-9, DE-4, and supporting documentation to this form. This form is NOT for 1099 independent contractors
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Step 1 of 3

This form will collect the following information from you:

  1. Proof that you are eligible to work in the U.S.: Some examples include: Social Security Card, DHS Authorization letter, Birth Certificate, etc. [See the list of approved forms of ID in the I-9 Form instructions.]
  2. Documentation with a photo of you to prove your identity: Some examples include: Driver’s License, State-issued ID, Passport, School ID with photo, Voter’s registration card, Military-issued ID card, etc. [See the list of approved forms of ID in the I-9 Form instructions.]
  3. Information for State income tax: DE-4
  4. Information for Federal income tax: W-4
  5. Information to process your pay

The federal government does not allow modification or copying of the I-9 and W-4 forms into new documents or forms. We can only attach the PDFs from the government site.

The State of California does not allow modification or copying of the DE-4 form into a new document or form. We can only attach the PDF from the government site.

The forms are provided below.

 Please ensure that you have the following items and information accessible before proceeding:

  1. Taxpayer ID Number: Social Security Number or Employer ID Number
  2. Completed I-9 Form: https://www.uscis.gov/sites/default/files/document/forms/i-9.pdf
  3. Completed DE-4 Form: https://edd.ca.gov/siteassets/files/pdf_pub_ctr/de4.pdf
  4. Completed W-4 Form: https://www.irs.gov/pub/irs-pdf/fw4.pdf

List of approved forms of identification for I-9 form

All employees can choose which acceptable documentation to present for Form I-9. Employers cannot ask employees for documentation to verify information in Section 1, or specify which acceptable documentation employees must present for Section 2 or Supplement B, Reverification and Rehire. 

You can complete the forms using any of these methods:

  1. Print them, complete, sign, and date. Then bring the documents and two forms of ID (one that proves your identity and the other that proves your eligibility to work in the U.S) to the RSS Command Post (where you clock in/out).
  2. – OR- Print the documents, complete, sign, and date. Then scan or screenshot them and upload them to this form. Then you can bring your two forms of ID (one that proves your identity and the other that proves your eligibility to work in the U.S) to the RSS Command Post (where you clock in/out).
  3. – OR- Type your information directly into the forms, sign using your e-signature, or type your name into the signature box and date. The state and federal government allows typed signatures and dates, as long as you are properly handling the documents. For your proof, take a screenshot. Once you are done with the documents, upload them into the Intake Form below. You can bring your two forms of ID (one that proves your identity and the other that proves your eligibility to work in the U.S) to the RSS Command Post (where you clock in/out).
  4. – OR- Type your information directly into the forms, sign using your e-signature, or type your name into the signature box and date. The state and federal government allows typed signatures and dates, as long as you are properly handling the documents. Once you are done with a document, take a screenshot. Once you have screenshots of each document, upload them into the Intake Form below. You can bring your two forms of ID (one that proves your identity and the other that proves your eligibility to work in the U.S) to the RSS Command Post (where you clock in/out).

If you have the items above, please proceed. If not, please complete them and return to this form when you are ready to upload them to our system.

NOTE: Incomplete forms may delay processing.

 

Your Contact Information

 

Name
Don’t retype the same number as above
Address
Enter your taxpayer identification number, which is your social security number
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