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Processor Setup

Configure your payroll service bureau's company profile and bank details in ProPay. This screen stores information about your firm (the CPA, bookkeeper, or payroll service provider), not your clients' companies.

Access Processor Setup

  1. Go to Client Functions > Setup > System Setup > Processor.

Company Information

Enter your service bureau's contact information:

  • Company Name — Your firm's legal name
  • Address — Your firm's mailing address
  • Phone Number — Your firm's phone number

Federal and State ID

Enter your identification numbers:

  1. Enter your Federal ID number.
  2. Enter your State ID number.

ProPay uses these IDs for agent identification when filing client taxes electronically and other purposes.

Bank Account

Set up your general bank operating account for automatic billing:

  1. Enter your bank name in Bank Name.
  2. Enter the 9-digit routing number in Bank R/T Number.
  3. Enter your account number in Bank Account Number.

This account allows ProPay to automatically draft the employer's bank account for payroll service fees.

Troubleshooting

Cannot save changes

If you cannot save your settings:

  1. Verify you have permissions to access System Setup.
  2. Confirm all required fields are filled correctly.

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