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    Hiring Taxes Checklists | 2 min read

    What Forms Do New Hires Need to Complete? Updated for 2020.

    "Filing tax forms for my employees is so much fun" - said no one ever. Right now, thousands of employers are scrambling to gather I-9 forms that they either forgot to collect or lost. Don't be that guy.

    Below is a handy checklist for US employers. Print out these forms and make sure employees fill them out before they start. 

    Or better yet, go paperless. If you're a Workstream user, you can automate the onboarding process for new employees. When you mark someone as a new hire in your Workstream dashboard, the employee gets a text message on their phone with a link to the forms. They fill out the forms on their smartphone and you receive an electronic copy. 

    How you gather the forms is ultimately up to you, but this is what you'll need. All of these forms are linked to the federal websites for easy downloading.

    1. W4 Form - The Employee's Withholding Allowance Certificate is filled out to ensure employers withhold the correct federal income tax for your pay.
    2. W9 Form - The Taxpayer Identification Number and Certification is used when a business hires an employee as a contractor.
    3. W2 Form - Form W2 is used to report wages paid to employees and the taxes withheld from them.
    4. I-9 Employment Eligibility Form - The I9 form is used to verify the identity and employment authorization for individuals hired to work in the U.S.
    5. Direct Deposit Form - A direct deposit form authorizes a third party, usually any employer, to directly send money or funds to an employee's bank account.
    6. DL 1-65 Form - The DL 1-65 Form is filled out with emergency contact information for the employee.
    7. Form 8850 - The Pre-Screening Notice and Certification Request for the Work Opportunity Credit is filled out when hiring individuals from certain targeted groups who have consistently faced barriers to when seeking employment.
    8. Equal Opportunity Data Form - Employees can self-identify their race, ethnicity, veteran status, or disabilities in the equal opportunity survey. Employees can decline to answer these questions.

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    Hiring Taxes Checklists


    Workstream is a hiring platform that helps employers get 4x the number of qualified applicants. The world's most trusted brands use Workstream to optimize job board postings, automate screening and interview scheduling, communicate via text message, and streamline the onboarding/training process. See what all the buzz is about by scheduling a demo or email us!

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