To view your company information, go to Payroll in Settings and select Company Information. The following information will automatically populate from payroll onboarding: 

1. Payroll Forms: Payroll forms that you completed during Payroll Onboarding will live here. If you have not completed these forms, you can do so by downloading them, filling them out, and reuploading them to this section. For more information on how to fill these forms out, visit this help guide.
2. Company Legal Name: Ensure this matches any official IRS return form (such as the SS-4 or 941). You can update the Company Legal Name field here for an existing EIN and it will automatically update your payroll account name. If you wish to change your Company Legal Name after implementation, you will need to reach out to Payroll Support. 
3. DBA: Your company's trade name or preferred public company name is listed here.
4. EIN: This required field establishes BambooHR as the reporting agency. Please confirm that the EIN matches the SS-4 or 941 before entering the 9-digit number into the company details tab.
5. Payroll ID: Your account is assigned a unique Payroll ID which can also be found on the Payroll tab. If you have multiple EINs, a Payroll ID will be assigned to each EIN and will display in a table within the Company Information section of Payroll Settings.  
6. Address: Please confirm that the company address matches exactly with any official IRS return form (such as the IRS SS-4, CP 575, or 941).
   • Address change: Until the legal address has changed with the IRS, please put the address listed on the IRS SS-4 or 941 (any official IRS return form).
   • PO Box Address: To complete the penny verification, our bank NPC requires the physical company address on the ACH banking form. If you experience an error when entering the P.O. Box, please add the physical address in BambooHR and follow the detailed instructions here. 
7. Company Phone Number: Please provide your business phone number.
8. Business Type: Please specify the industry or type of business in which your company operates.
9. Payroll Contact: Please provide the best contact for any payroll or tax-related questions.
   • Note that the selected Payroll Contact must either be a Full Admin or Payroll Admin, and have all of the required fields for payroll included on their profile in order to be a Payroll Contact.
10. Add another company/EIN?: Need to run payroll for more than one company, click this link and fill out the form to get the account started. See more details below. 
11.  Cancel Payroll: Clicking the drop-down gear will allow you the option to cancel payroll. See below for more details. 

You can add multiple EINs to your BambooHR Payroll account by clicking on the Need to add another company/EIN? hyperlink on the Company Information tab in Payroll Settings. You will be routed to a new page where you will need to fill out the following information. 

Provide a first and last name of the Payroll Contact for this company and specify the company name. You must also provide an email and phone number. This person should be who you would like BambooHR to reach out to regarding setup and important payroll information. Then click, Next. 

Specify whether or not you are already a BambooHR customer. If you are, please provide your company domain. This is the first part of your URL link before .bamboohr.com. Then click, Next. 

Within the Organization Details page, specify the number of employees working in the U.S. and the number of states your employees are operating in (i.e. I have 50 employees working within 7 different states in the U.S.). Then specify if you already run payroll for more than one company/EIN. If you have more than one, specify how many. Click Next to continue. 

Under Organization Attributes, check all that apply to your organization or situation. Click Next to continue. 

On the Payroll Requirements page, specify all, if any, unique situations that are required for running payroll. Mark None of the above if none of these apply. Then, click Next. 

Within the Timeline Details page, specify how quickly you plan to run your first payroll with BambooHR. This will help our team determine the best implementation timeline. Include any other important information and then click, Submit. One of our team members will reach out to you shortly.

If at any point you wish to cancel your payroll services, you can do so by clicking the gear dropdown in the right-hand corner of the Company Information section in Payroll Settings.

Clicking Cancel Payroll will prompt you to fill out some information regarding your payroll before ending your services. You will need to select a future final pay date, determine whether or not you will be using the Federal ID to process payroll after the final pay date, and select which quarter and year you want BambooHR to continue filing your taxes through. Click Next to continue.

If you selected that the Federal ID for your company will continue to process payroll, you will be asked to specify your new payroll processing method. If you have multiple EINs and intend to only cancel a specific one, specify the EIN you wish to cancel in the additional notes. You will also need to provide a reason for cancellation and any additional notes. Click Next to continue. 

The last step will have you check to acknowledge you will have access to your payroll reports and data in TRAXPayroll until June 1st of the following year of cancellation. You must also check to confirm that BambooHR Payroll will continue filing your taxes through the correct quarter and year. BambooHR will only be responsible for your W-2s and yearly filings if you have chosen to continue our services through quarter 4 and your final pay date is the last pay date of the year. If you choose quarters 1 - 3 and you process payroll using the EIN after the final pay date specified, BambooHR is not responsible for your yearly W-2s and annual filings.

After filling out the necessary information within each step, once you click Submit, a modal will pop up asking you to confirm your cancellation request. A team member will reach out within two days of submitting your request to complete the cancellation.

To access TRAXPayroll after payroll services have terminated, visit BambooHR.com, scroll to the bottom, and locate the TRAXPayroll Login link under the Support section.