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Get new hire paperwork done right

Form I-9, Form W-4, and the state new hire report are mandatory for your first employee. Here is what to collect, the deadlines that apply, and how to store it all.

Updated Aug 5, 2026 ·
Get new hire paperwork done right

Why this matters

Three common pieces of paperwork for US hires are the I-9, the W-4, and the state new-hire report. Requirements, exceptions, and deadlines vary, particularly for state forms and W-4 handling, so check current federal and state guidance or consult your payroll adviser. Missing or late paperwork can result in penalties. This is compliance, not a judgment call.

What "done" looks like

  • I-9 Section 1 completed by the employee on or before the first day
  • I-9 Section 2 completed by you within three business days of the start
  • W-4 (plus any required state withholding form) collected before the first payroll
  • State new-hire report filed within your state's deadline

How to do it

  1. Have the employee complete I-9 Section 1 by day one. It can be done any time after the offer is accepted.
  2. Examine documents and complete Section 2 within three business days. The employee chooses what to present from the I-9's Lists of Acceptable Documents; you cannot demand specific ones.
  3. Collect the W-4 and any required state withholding certificate before running the first payroll.
  4. File the new-hire report, federal law caps the deadline at 20 days, and many states require it sooner. Most payroll software files it automatically; confirm yours does.
  5. Store and retain correctly: keep I-9s separate from personnel files, for three years after hire or one year after separation, whichever is later.

Common mistakes

  • Dictating which ID documents you'll accept is itself a violation.
  • Letting a new hire work for weeks with no I-9 on file.
  • Forgetting the state new-hire report, the least-known of the three, and still mandatory when applicable.

Real-world examples

  • USCIS sets the I-9 deadlines. Form I-9 violations identified during audits can result in civil penalties, even when every hire was legally authorized to work.
  • The 20-day federal ceiling on new-hire reporting comes from the 1996 welfare-reform law; states run the directories and many set shorter windows.

From a founder's point of view

Hiring paperwork is a part of running a business where the rules are spelled out. Treat it like a preflight checklist: confirm the required forms and deadlines for every hire.

Rule of thumb

By the end of the new hire's third day you should have a complete I-9, a signed W-4, and any required new-hire report filed or queued.

Our guides are researched and reviewed from multiple angles, including AI tools, primary sources, and experienced founders. They are general information, not professional advice. Please verify important details yourself or with a qualified professional.

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