Partnerships & Integrations – Check Help Center

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 GTM Playbook - Selling Season 2025
  - How to prepare sales and marketing content for Selling Season
  - How to plan and prepare for Selling Season
  - Partner Selling Season Progress Tracker
  - Sales Enablement Toolkit
  - Campaign Planner & Execution Calendar
  - Selling Season Prep Checklist
  - Segmentation Reset Workshop
  - How to project plan Selling Season activities
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

Quickbooks

Quickbooks Online Integration FAQs

Integrate Quickbooks Online with Check for seamless payroll management and accounting efficiency.

Quickbooks Online Sync API

Integrate Quickbooks Online effortlessly with detailed API documentation for syncing payroll data.

SimplyInsured

The Check + SimplyInsured Integration

Integrate Check with SimplyInsured to streamline employee health insurance management effortlessly.

Check’s Health Insurance Go-to-Market Playbook

Explore strategies to effectively sell health insurance and enhance your payroll offerings.

SimplyInsured Health Insurance GTM FAQs

Explore key FAQs about SimplyInsured's health insurance offerings for partners and prospects.

Accrue

Check’s Retirement Go-to-Market Playbook

Explore effective strategies for selling retirement products alongside payroll services to enhance employee financial well-being.

Accrue 401K GTM FAQs

Discover how new customers can easily sign up for Accrue's 401(k) plans and benefits.

Check’s Workers’ Compensation Insurance Go-to-Market Playbook

Explore strategies for successfully selling workers' compensation insurance and enhancing payroll offerings.

Next Insurance Worker's Compensation GTM FAQs

Explore essential FAQs about Next Insurance's worker's compensation and partner sales processes.

Check Ecosystem

GTM Enablement - Handling Garnishment Questions with Check

Overview of garnishments and how Partners sales teams can respond to questions about how Check handles garnishments.