CLIENT FORMS

RWM FORMS

New Client Information (fillable)

PAYROLL & 1099

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1099 Data Form PDF (single entry)
1099 Fillable Worksheet ​(multiple entries)
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I-9
Local LST Exemption Form
​Local Certificate of Residence
Employee Direct Deposit Form

TAX SEASON

​Due Diligence Requirements (Child Credits, Tuition Credits, Direct Deposit)
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​IRS Where's My Refund?
PA Where's My Refund?
PA Property Tax Rebate Status
Contribution Finder
New Client Business Tax Organizer
Individual Information Checklist
Taxpayer Questionnaire
Business Deduction Finder

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Receipt Bank

Receipt Bank Step By Step

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