Entity Identification
Legal name, DBA if applicable, and formation jurisdiction to link records accurately.
An accurate Employer Number Application Form establishes your business for federal and state payroll tax reporting, enables proper withholding and unemployment insurance setup, and prevents backup withholding or processing delays.
Employers and authorized representatives complete the form when establishing payroll accounts or obtaining an EIN for tax reporting.
The signer must have authority to represent the legal entity; authorized third parties may file with a completed IRS Form 2848 or power of attorney as required.
| Field | Configuration |
|---|---|
| Name Fields | Required; auto-validate against ID where possible |
| TIN Input | Secure masked field with validation rules |
| Authentication | Use email plus optional SMS code for signer attribution |
| Delivery | Store a signed copy and send confirmation to filer |
Legal name, DBA if applicable, and formation jurisdiction to link records accurately.
Name, SSN/ITIN, contact phone and email for verification and correspondence.
Entity type and principal activity code to determine tax reporting obligations.
Addresses for notices, tax forms, and potential in-person verification.
Select the correct purpose to route registration to appropriate programs.
Designate who may sign and attach POA or IRS Form 2848 if using an agent.
Often immediate issuance when using the online SS-4 tool
Processing can take several business days to weeks
Varies by state; register before first payroll
W-2/1099 year-end deadlines apply (Jan 31 for many forms)
Correct errors promptly to avoid penalties and backup withholding
Form SS-4 or state registration filed by applicant.
Identity and data are checked for completeness.
EIN or state account created and recorded.
Payroll systems linked and taxes set up.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no card required | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |
A startup files an SS-4 online to hire its first employee
A payroll vendor collects EINs and state account numbers during onboarding