Check Basics
- Check 101
  - Check Webinars
  - Help Center Overview
  - Check Glossary
  - What is Embedded Payroll?
  - One Big Beautiful Bill Act (OBBBA)
- Check Support
  - Check Support Hours of Operation
  - Support and Risk SLAs
  - How to submit a support ticket
  - Check's Unsupported Features and Taxes
  - How to Get Support
  - Selecting a Request Type
  - How to Escalate a Ticket
  - Zendesk - Auto Generated Ticket Types in Check
  - CheckAI: Self-Service Support for Partners
- Developers
  - How to Get Developer Support
  - Money Movement Test
- Console Guides
  - Console Overview
  - How to add an employee in Console
  - Create employee benefits and post-tax deductions in Console
  - Add Internal Users to Check Console
  - How to terminate a company in Console
  - How to Terminate an Employee in Console
  - Transactions Screen in Console
  - Build custom reports in Console
  - Setting up Simple IRA benefits in Console
  - How to manage Company Groups in Console
  - How to run payroll in Console
  - Understanding Workplaces in Console
  - How to add custom earnings in Console
Payroll University
- Core Concepts
  - Foundational Recorded Trainings
  - Worker Classification
  - Tax forms for employees and independent contractors
  - Garnishments
  - Form W-4
  - Form W-2, Wage and Tax Statement
  - Pay Frequencies
  - Supplemental Earnings
  - Anatomy of a Paycheck
- Employment & Classification
  - Independent Contractors
  - Employee and Contractor Tax IDs
  - ITIN vs. SSN
  - How Check supports new hire reporting
  - Federal W-4 Exemption
  - Understanding H-2A Workers
  - 501(c)(3) non-profit organizations
  - Guide to 501(c) Business Types
  - J-1 Visa Employees
  - FAQs: Employee Asked Questions
- Compensation & Time
  - Payroll Fundamentals: FLSA
  - Overtime Rate Calculations
  - Introduction to Overtime
  - Piecework and Piece-Rate
  - Bonuses: Discretionary vs. Non-Discretionary
  - California Meal & Rest Break Premium Pay
- Deductions & Benefits
  - Paycheck Fundamentals: Withholding Taxes
  - Paycheck Fundamentals: Additional Deductions
  - §125 Benefit Plans
  - Fringe benefits: What they are and how to handle them
  - Overview of retirement plan types
  - 401(k) catch-up contributions
  - Commuter benefits (Transit & Parking)
  - Flexible spending accounts (FSA)
  - Roth Retirement Plans - 401(k), 403(b), 457
  - Non-Qualified Deferral Compensation (NQDC)
  - Mandatory Roth Catch-Up Contributions (Secure 2.0 Section 603)
- Special Topics
  - Certified Payroll
  - Work Opportunity Tax Credit (WOTC)
State Guides
- Tax Registration
  - Alaska
  - Alabama
  - Arizona
  - Arkansas
  - California
  - Colorado
  - Connecticut
  - Florida
  - Georgia
  - Hawaii
  - Idaho
  - Illinois
  - Indiana
  - Iowa
  - Kansas
  - Kentucky
  - Louisiana
  - Maine
  - Maryland
  - Massachusetts
  - Michigan
  - Mississippi
  - Missouri
  - Montana
  - Nebraska
  - Nevada
  - New Hampshire
  - New Jersey
  - New Mexico
  - New York
  - North Carolina
  - North Dakota
  - Ohio
  - Oklahoma
  - Oregon
  - Pennsylvania
  - Rhode Island
  - South Carolin
  - South Dakota
  - Tennessee
  - Texas
  - Utah
  - Vermont
  - Virginia
  - Washington
  - Washington D.C.
  - West Virginia
  - Wisconsin
  - Delaware
  - Minnesota
  - Wyoming
Company Setup
- Company and Team Setup
  - Company setup overview
  - New business setup
  - Company onboarding via components
  - Company onboarding via API
  - Company onboarding via Console
  - Creating objects in Console
  - Pay schedules
  - Deep dive: Collect & migrate data
  - Deep dive: Validate & authorize company info
  - Bulk employee creation in Console
  - Bulk employee withholding upload in Console
  - Storing prior year history
  - Company legal and mailing addresses
  - Company Review
  - Historical Payroll Audit Report
  - Running parallel payrolls
  - Loading historical wages
  - Historic Liability Debit (HLD)
  - Setup Documents in Console
  - W-2 & 1099 Electronic consent best practices
  - Partner to partner transfer policy
  - Implementing from a PEO/CPEO
  - Form 8655 | Reporting Agent Authorization
  - Employee Onboarding
  - Previous Provider Complexity Guide
  - Removing a Tax Setup Parameter
- Setup Playbook
  - Overview of Setups
  - Setup Roles: Partner + Check
  - Timeline Template
  - Build Options: Console, Components, vs API
  - Understanding Payroll Foundations
  - Prior Provider Data Extraction
  - Prior Provider File Flip
  - Company & Employee Onboarding
  - Historical Wage Load & Mapping
  - Auditing & Balancing
  - Go Live
- Embedded Setup
  - Embedded Setup overview
  - Full Service Embedded Setup (ESe) guide
  - Self Service Embedded Setup guide
  - Embedded Setup data sync guide
  - Full Service Embedded Setup timelines and SLAs
  - Preliminary Review for Full Service Embedded Setup
  - Full Service Embedded Setup (ESe) data requirements
  - Previous Provider Access Component guide
  - Previous provider access: Provider-specific experiences
  - Communication in Full Service Embedded Setup
  - Managing Full Service Embedded Setups that miss a go live
Running Payroll
- Payroll Processing
  - Understanding payroll statuses in Console
  - Understanding all-manual payrolls
  - Bank Holidays
  - How to enter negative wages in payroll
  - Understanding payroll cash requirements
  - Handling shortfalls in payroll
  - Understanding 2% shareholder
  - Payment upon termination
- Payroll Calculation
  - Income taxes for multi-state employees
  - Courtesy Withholding
  - Unemployment taxes for multi-state employees
  - Negative Earnings
- Payroll Corrections
  - Submitting payroll corrections
  - Voiding payroll items in Console
  - Recording missing or historical payrolls in Console
- Payroll Reports
  - Cash Requirement Report
  - How to use the Invalid Contractors Report
  - How to use the Invalid SSN Report
  - How to use the Funding Failures Report
  - How to use the Contractor Payments Report
  - Tax Inputs Report
  - Recap Report
Payments & Risk
- Payments Basics
  - Credit policies
  - Credit limits
  - Managing transactions
  - Payment expedition policy
  - Managing employer bank accounts
  - Failed Funding Guide
  - Funding payroll via wire
  - FAQS: Paper Checks
  - Notifications of Change (NOCs)
  - Processing periods
  - ACH Return Codes
  - Guide on Service Fees
- Risk & Fraud
  - Responding to a Third-Party Fraud Claim
  - What To Do If Someone Reports an Account Takeover?
  - Email Templates for Failed Funding Communications with Employers
  - How to Request a Secondary Review in Console
  - Communicating Involuntary Terminations
  - Risk document requests
  - Involuntary Terminations
- Special Situations
  - $100,000 Federal Tax Liability Wiring Integration Guide
  - Checkeeper <> Check Guide
Filing Taxes
- Tax Basics
  - Tax Operations Playbook
  - Tax Liability
  - Tax Remittance
  - Tax Reporting
  - Tax Deposit Frequencies
  - Tax FAQ
  - Tax forms Filed by Check
  - Tax Deposits
  - Balancing
- Tax Filing
  - Tax Filing Overview
  - Amendments
  - Tax Filing Failure Reasons
  - Third Party Administrator (TPA) Access
  - Proactive Payroll: Filing Issue Prevention
  - Year End Sample Employer Communications
  - "Applied For" Company Parameters
  - 2024 Regulatory and Policy Changes
  - Amending Employee W-2s (W-2Cs)
  - W-2 Specialty Earning Type Support Methods
  - State 1099 Filing Requirements
  - W-2 Printing
  - Delivery of W-2 and 1099 statements
  - Closing Tax Accounts
  - Penalty & Interest (P&I)
  - Tax Documents FAQs
- Tax Guides
  - Quarter End Preparation Guide
  - Year End & Year Start Overview: 2025-2026
  - Year End Playbook
  - Pennsylvania Local Tax Support
  - Local Taxes
  - New York Metropolitan Commuter Transportation Mobility Tax (MCTMT)
  - New York Withholding Tax EFT PIN
  - Jersey City Employer Tax Filing
  - Unsupported Tax Guide
  - Oregon Local Support: Metro SHS and Multnomah PFA
  - Multi-State Payroll
  - Eugene Community Safety Payroll Tax (CSPT)
  - Tax Liabilities Report
  - Other Taxes - Disability, Paid Family Leave, Commuter
  - Failed Filing Report
  - Minor Taxes
  - State Unemployment Tax
  - State Income Tax
  - Federal Unemployment Tax (FUTA)
  - Medicare
  - Federal Income Tax
  - Social Security Tax (FICA)
  - Washington Labor and Industries (L&I)
  - 2024 New Employer Rates and SUI Wage Base Limits
  - Form 941 and Schedule B
  - Form 941 X
  - Quarter End Playbook
  - Year Start Playbook
Starting Your Payroll Journey
- Getting Started
  - Build & Launch Playbook
  - Quickstart Partner Kickoff
- Research & Development
  - Path to payroll
  - How to define your initial features
  - How to layer security into your payroll product
  - How to prepare for your Product Review
  - How to request a production API key
- Support & Operations
  - Best Practices for Support & Operations
  - How to build a scalable support model for payroll
  - How to plan for payroll onboarding staffing
  - Hiring & Scaling for Support
  - Hiring & Scaling for Setup
  - How to work with Check Support
  - Webhooks & Data Transfer During Setup and Maintenace
- Go To Market
  - Template Go-to-Market Plan
  - How to structure your Growth Roadmap
- Product Roadmap Presentations
  - FY26 Q1 Roadmap
Go To Market Playbook
- Prelaunch
  - How to Price Your Payroll Product & Use Discounts Effectively
  - Prelaunch customer research and survey
  - Competitive Analysis & Research
  - How to find your alpha customers
  - Guide: How to Create Your Payroll Value Messaging
  - Sales-led vs Product-led Payroll GTM Considerations
  - Employer size and industry considerations
  - How to bill for passthrough fees
  - How to bill for core payroll
  - Recommended payroll CRM data fields
- Alpha
  - Payroll Sales Rep Activity, Quotas, and Commissions
  - Building Your Payroll Landing Page
  - Guide: How to Build a High-Impact Payroll Product Demo Video
  - Strategizing In-App Prompts to Drive Payroll Growth
  - Gathering Payroll Product Feedback & Social Proof from Alpha Customers
  - How to Design a High-Converting Outbound Payroll Sales Call Script
  - Product Partnerships Ecosystem Introduction
- Beta
  - Define Closed-Won and Implementation Handoff
  - Running a Successful Payroll Demo
  - Setup GTM specific Slack channel (enterprise or requested)
  - How to Create an Effective Payroll FAQ for Your Landing Page
  - How to uncover payroll pain points with a Needs Analysis
- GA
  - Post–Sales Call Email Templates for Payroll GTM
  - How to Build a 12-Month Payroll Forecast & Quota
  - How to get started launching a CPA referral channel
  - How to handoff customers from Generalist Sales to Payroll Sales Specialists
  - How to layer payroll into your go-to-market motion
- GTM Toolkit
  - Webinars Best Practices
  - Calendely / Calendar Best Practices
  - Marketing Payroll Through Monthly Invoices
  - Guide: How to Create an Implementation “Leave-Behind” Marketing Asset
  - Payroll Persona Messaging Guide
  - Competitive Comparison Matrix
  - Funnel Analysis Worksheet
  - Guiding Sole Proprietors to an S-Corp: A Payroll GTM Guide for Check Partners
- Selling Season
  - Partner Selling Season Progress Tracker
  - Sales Enablement Toolkit
  - Campaign Planner & Execution Calendar
  - Selling Season Prep Checklist
  - Segmentation Reset Workshop
  - Partner GTM Playbook - Selling Season 2025
  - How to prepare sales and marketing content for Selling Season
  - How to project plan Selling Season activities
  - How to plan and prepare for Selling Season
Partnerships & Integrations
- Quickbooks
  - Quickbooks Online Integration FAQs
  - Quickbooks Online Sync API
- SimplyInsured
  - The Check + SimplyInsured Integration
  - Check’s Health Insurance Go-to-Market Playbook
  - SimplyInsured Health Insurance GTM FAQs
- Accrue
  - Check’s Retirement Go-to-Market Playbook
  - Accrue 401K GTM FAQs
- Next
  - Check’s Workers’ Compensation Insurance Go-to-Market Playbook
  - Next Insurance Worker's Compensation GTM FAQs
- Check Ecosystem
  - GTM Enablement - Handling Garnishment Questions with Check
More

Prior Provider File Flip

Explore the upcoming insights on flipping prior provider files for enhanced efficiency.

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