Setup Documents in Console
Access Setup Documents in Console for company setup and verification reports.
Setup Documents is a section under the Documents tab of a company's Console page where you can find all documents related to a company’s setup.
Historical Liability Debit Report
If a company needs a Historic Liability Debit (HLD) collection, an HLD report will be surfaced in Setup Documents. The HLD report will be shared when the collection is scheduled, which occurs on the approval deadline of the company's first approved payroll.
The HLD report breaks out the taxes that aggregate to the total amount Check will collect from the employer for the historical liability debit.
Setup Verification Reports
If a company is set up through Check's Full Service Embedded Setup, then verification reports will be surfaced in Setup Documents. These reports include the data that was migrated by Check, and reflect data at a point-in-time when the setup was completed. These reports will be shared once Check has completed the setup.
Employee Setup
A CSV list of employees loaded during setup and important information about these employees.
Contractor Setup
A CSV list of contractors loaded during setup and important information about these contractors.
Bank Account Setup
A CSV list of employee and contractor bank accounts loaded during setup. Note: this report surfaces just the last four digits of account numbers.
Last updated on May 31, 2025