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New hire paperwork checklist

Every new hire needs federal forms, a state tax form and a report to the state, and many states add notices you hand over on the first day. Pick the state and your size, and this checklist lists each form and notice, when it is due, and where to get it from the agency that issues it. Nothing you type leaves your browser.

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Where the job is
Your business

Count everyone on payroll, including the new hire. Some laws count only employees in the state; each item says how.

Do you offer a group health plan?
The hire

With a date, the checklist shows the due date for each item.

Your checklist

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Forms and deadlines reviewed October 21, 2026 · Every form links to the agency that issues it · General information, not legal advice. Nothing you type leaves your browser.

Running a background check before the first day? Make the disclosure and authorization forms first.

The federal forms for every hire

These apply in every state. The checklist adds your state’s forms and notices around them.

  • Form I-9. Have each new hire complete Section 1 by the first day of work, then examine the employee’s documents and complete Section 2 within three business days. Keep the form on file; do not send it to USCIS. 8 CFR 274a.2(b)(1)(ii)
  • Form W-4. Have each new hire complete and sign Form W-4 on or before the first day of work, so you can withhold the correct federal income tax. Keep it; do not send it to the IRS unless asked. 26 CFR 31.3402(f)(2)-1(a)(1)
  • New hire report. Report each new or rehired employee to the new-hire directory of the state where the employee works, within 20 days of hire or sooner if the state requires it. 42 U.S.C. 653a(b)(2)
  • Health Insurance Marketplace notice. Give every new employee, full-time or part-time and whether or not enrolled in a plan, a written notice of Marketplace coverage options at hire. Use the DOL model that fits whether you offer a health plan. 29 U.S.C. 218b(a)
  • COBRA general notice. If you have 20 or more employees and a group health plan, the plan administrator must send each newly covered employee and spouse a written COBRA general notice within 90 days after their coverage starts. 29 CFR 2590.606-1(b)(1)(i)

Your state’s forms and deadlines

Most states take the federal 20 days for the new hire report. These are shorter: Alabama 7 days; Maine 7 days; Georgia 10 days; Vermont 10 days; Massachusetts 14 days; Rhode Island 14 days; West Virginia 14 days; Iowa 15 days; Mississippi 15 days.

32 of the 51 add at least one notice every employer gives at hire; the last column counts them (cities, counties and special cases add more). The checklist lists each one with its law.

StateWithholding formNew hire reportContractors tooNotices at hire
AlabamaA-47 daysNo0
AlaskaNone (no wage income tax)20 daysNo2
ArizonaA-420 daysNo2
ArkansasAR4EC20 daysNo0
CaliforniaDE 420 daysYes8
ColoradoDR 000420 daysYes3
ConnecticutCT-W420 daysYes8
DelawareFederal Form W-420 daysNo4
District of ColumbiaD-420 daysNo3
FloridaNone (no wage income tax)20 daysYes0
GeorgiaG-410 daysNo0
HawaiiHW-420 daysNo1
IdahoID W-4 (EFO00307)20 daysNo0
IllinoisIL-W-420 daysYes2
IndianaWH-4 (State Form 48845)20 daysNo0
IowaIA W-4 (44-019)15 daysYes0
KansasK-420 daysNo0
KentuckyK-4 (42A804)20 daysNo0
LouisianaL-4 (R-1300)20 daysNo1
MaineW-4ME7 daysYes1
MarylandMW50720 daysNo2
MassachusettsM-414 daysYes4
MichiganMI-W420 daysNo1
MinnesotaW-4MN20 daysNo3
Mississippi89-35015 daysNo0
MissouriMO W-420 daysNo0
MontanaMW-420 daysNo0
NebraskaW-4N20 daysYes1
NevadaNone (no wage income tax)20 daysNo1
New HampshireNone (no wage income tax)20 daysYes2
New JerseyNJ-W420 daysYes6
New MexicoFederal Form W-420 daysNo1
New YorkIT-210420 daysYes3
North CarolinaNC-420 daysNo1
North DakotaFederal Form W-420 daysNo0
OhioIT 420 daysYes1
OklahomaOK-W-420 daysNo0
OregonOR-W-4 (150-101-402)20 daysYes3
PennsylvaniaNone (flat rate)20 daysNo2
Rhode IslandRI W-414 daysNo2
South CarolinaSC W-420 daysNo1
South DakotaNone (no wage income tax)20 daysNo0
TennesseeNone (no wage income tax)20 daysNo0
TexasNone (no wage income tax)20 daysYes1
UtahFederal Form W-420 daysNo0
VermontW-4VT10 daysNo2
VirginiaVA-420 daysYes1
WashingtonNone (no wage income tax)20 daysNo1
West VirginiaWV IT-10414 daysYes1
WisconsinWT-420 daysNo0
WyomingNone (no wage income tax)20 daysNo0

States that require E-Verify

Federal law does not require most private employers to use E-Verify. A federal contractor whose contract includes the FAR E-Verify clause must enroll within 30 calendar days of award and verify new hires within 3 business days after the date of hire. IIRIRA sec. 402(a), 8 U.S.C. 1324a note These states require it by their own law:

Coming changes

  • January 1, 2027, Connecticut. Starting January 1, 2027, every Connecticut employer with at least one employee must give new hires the paid sick leave notice. Source
  • January 1, 2027, Federal. The IRS has posted a draft 2027 Form W-4. Use the 2026 form until the final 2027 version is released, then give new hires the 2027 form. Source
  • January 1, 2027, Massachusetts. From January 1, 2027, use the 2027 version of the Massachusetts paid family and medical leave notice for new hires, because the contribution rate changes that day. Source
  • January 1, 2027, Tennessee. Starting January 1, 2027, every Tennessee private employer with at least one employee must verify each new hire, by E-Verify or by keeping a copy of one approved identity document; employers with 35 or more full-time-equivalent employees must still use E-Verify. Source
  • June 30, 2027, Washington. From June 30, 2027, Washington employers may not ask new hires to sign a noncompete at all. Source
  • July 1, 2027, Maryland. Starting in July 2027, Maryland employers must give each new hire a notice about the state’s paid family and medical leave program (FAMLI); the state will publish a sample notice before then. Source
  • July 1, 2027, Virginia. Starting July 1, 2027, Virginia employers with 50 or more employees must give workers written notice of their new paid sick leave rights; smaller employers follow in 2028 and 2029, with the details set by state regulation. Source
  • October 1, 2027, Louisiana. Starting October 1, 2027, Louisiana new-hire reports go to the Department of Children and Family Services, office of child support; the deadline and data fields do not change. Source
  • January 1, 2028, Washington. Washington’s new income tax on incomes over $1 million starts January 1, 2028; the state has not said whether employers will need to withhold it from pay. Source
  • April 1, 2028, Virginia. Virginia’s paid family and medical leave program starts collecting payroll contributions on April 1, 2028 and pays benefits from December 1, 2028; employers must give each new hire a written notice of these rights. Source

Questions employers ask

Do I send the I-9 or the W-4 to the government?

No. Keep both. The I-9 stays on file in case of an inspection, and the W-4 stays with payroll unless the IRS asks for it. What goes to the state is the new hire report.

Does this cover workplace posters?

No. Posters go on the wall for everyone. This checklist covers the forms and notices you hand to, or collect from, each new hire.

Why does it ask how many employees I have?

Many state notices start at a size, and E-Verify duties do too. The checklist shows what applies at your count and lists what starts as you grow. For every federal and state line, see employment laws by number of employees.

Are you running a background check first?

A check from a screening company needs its own disclosure and authorization before you order it. The disclosure and authorization form generator writes both for your state.

Is this legal advice?

No. The checklist lists what the statutes and agencies require, with the law behind each item. Have your counsel review your onboarding for your situation.

Sources

State and local sources: each item in the checklist links the law behind it and the agency that issues the form.

Last reviewed · General information, not legal advice.