Data File Checklist.
Your file must be in an importable Excel format (xls, xlsx) and should include the following items.
Name of Employee
Full Social Security Number
Date of Birth
Date of Hire
Date of Termination
Date of Rehire, if any
Address
Email address
Gross compensation for the period
Hours for the period
Additional for Year End if applicable:
"Net Schedule C income" prior to contributions or copy of Schedule K-1 (applicable only for those not receiving a W-2)
If applicable: Section 125 amounts, along with respective employee names, Social Security Numbers for this same time period.
If applicable: For Leased employee that performed services for the Company at any time during the Year, please provide names, gross compensation and Social Security Numbers for all leased employees who worked 1,000 hours or more.

