You must complete steps 1, 2, and 3 before running direct deposit.
Step 1: Enter Banking Information
Click “SETTINGS” from the admin menu.
Click “PAYROLL BANK SETTINGS”.
Enter the bank name, choose the account holder type and account type, enter and confirm the routing and account numbers, enter the full name of the principal officer, enter and confirm the principal officer’s social security number, and choose the principal officer’s birthdate.
Step 2: Verify Banking Information
Click “DOWNLOAD ACH AUTH FORM”.
Complete the ACH authorization form. Upload the ACH authorization form and documents to verify the Principal Officer’s identity. We require the officer’s driver’s license and an official document with the owner’s social security number (such as a W-2 or social security card).
Step 3: Confirm Deposit Amount
You will be notified once Workful has verified your information.
Once you have received verification, check your banking account for a small test deposit made by “Workful – TaxSlayer”. Enter the amount of the transaction.
Click "SUBMIT AMOUNT".
You're ready to run direct deposit!