Here you'll learn how to submit your business information to your payroll service for the first time via link. This is an essential step in preparing your first payroll run. You'll also find explanations of key fields along the way.
Submit business information via link
The business information form lets you submit your company's key details to your payroll service.
This data is the foundation for setting up and processing your payroll. The form also captures information that streamlines workflows and collaboration with your payroll service.
Without these essential company details, all subsequent steps on your payroll service's side remain blocked. Please make sure to submit the form completely and promptly.
Later, you can view and edit your business information in project b. under the Settings menu, in the Company details section.
Prerequisites
You have access to the form:
You received a link to the form that your payroll admin shared with you,
or you can access the form through the service portal, if your payroll admin has enabled it for you.
You know how forms in the service portal work. If not, read our article on the Service portal.
Open the form and complete the steps
For a detailed description of how forms work in the service portal, see our article: Service portal.
Important security notice
Anyone with the link can view and edit the captured data.
Do not share the link to the business information form or to the service portal. The same notice is displayed on the form's start page.
Form structure
The form guides you through all required information step by step. Particularly complex fields include a tooltip to help you with your input.
Use Back and Next as well as the sidebar to navigate between steps. Resolve any validation errors (e.g. required fields or format issues) before submitting the form.
If you close the form without completing and submitting it, your entries are saved as a draft.
Copy and save the link to the form so you can return at any time to continue editing or submit your data.
Additionally, if important reference numbers are still missing, you can mark them as missing by clicking the corresponding button. This lets you submit the form even if you don't have all required details yet.
On the left side of the form, you'll see an overview and table of contents for all sections:
Company details
...here you enter your company name, legal form, founding date, company registration number, industry, company address, and the primary contact person (name, phone number, email).
Billing & accounting
...here you specify how payments to the payroll service are made, enter the billing email address, and provide accounting details such as the IBAN for salary transfers and the chart of accounts. Optionally, you can add cost centers and cost units.
Tax & insurance
...here you provide relevant tax and social insurance information as well as identification numbers that authenticate your company. This includes, for example, your tax number, commercial register number, VAT ID, the assigned tax office, the payroll tax filing interval, health insurance and reimbursement rate details, and the accident insurance section with your professional association.
Additional policies
...here you clarify the handling of key processes and provide additional notes. This includes, for example, deadlines for electronic sick notes (eAU), continued pay during a child's illness, capital-forming benefits (VWL) / company pension schemes (BAV), or applicable collective agreements.
Summary (of all entries)
...here you can review all your entries before submitting. You'll also be notified if you've missed any important information.
Key fields explained in detail
Difficult data fields are explained in detail in the article: Business information — Key fields explained in detail.
This covers, for example, identification details such as the company registration number, tax number, accident insurance / professional association membership, or accounting details such as the payroll chart of accounts.
Review the summary and submit the form
This step completes the business information form. You can review your entries and will be notified of any missing or incorrect data before submitting.
Leave a comment
At any time, you can send a comment to your payroll service. You'll find the comment field on the left, below the form's table of contents.
Your comment is displayed to your payroll admin after you submit the form.
Contact details before submitting
After you click Submit form, a dialog opens. Here you can enter your name and email address.
Providing your contact details at the end of the form is important so your payroll admin can identify you and associate your entries correctly.
Then click Submit form again.