Review company Federal Employee Identification Number (FEIN)
Ensure that the Company FEIN is correct. If it isn't, you can correct it here.
Any changes made in the Setup Wizard will not be reflected in CDM+.
- Click Next to move to the next window.
Review Company Information
- Review all of the information on this screen. This information is included on the W-2/W-3's so it must be accurate and complete. You can make the changes in this window, but they will not be reflected in CDM+. You should update this information in CDM+ Payer Records at your earliest convenience.
- When you are satisfied that the information is correct, click Next to move to the next window.
You can make changes in this window, but these changes will not be reflected in CDM+. To update your payroll information in CDM+, you need to go to Payer Records.
Identify Tax Payer Type
- Since you are filing the W-2/W-3's for your church or organization, select the first radio button.
- Click Next to continue.
Review State and Local Tax Items
- Ensure the State information is correct.
- Ensure Local Tax information is correct.
- Click Finish when you are ready to continue.
Video of Company Setup Process