It's tax time! Complete your tax season intake form.

Complete your form

Payroll Forms

1099 - NEC Template

Download

1099 - MISC Template

Download

Local LST Exemption Form

Download

Local Certificate of Residence

Download

Employee Direct Deposit Form

Download

Tax Season Forms & Information

Tax Intake Form and Questionnaire

Go to form

Online Due Diligence and Banking Form

Go to form

Due Diligence Requirements

(Child Credits, Tuition Credits, Direct Deposit)

Paper download

2022 Tax Questionnaire

Download

Individual Information Checklist

Download

S Corporation Tax Organizer

Download

Corporate Tax Organizer

Download

Partnership Tax Organizer

Download

Business Deduction Finder

Download

Contribution Finder

Download

IRS Where's My Refund?

Go to irs.gov/refunds

Government Forms

Form W-4

Download Form W-4 from irs.gov

Form W-9

Download Form W-9 from irs.gov

Form I-9

Download Form I-9 from uscis.gov

Employee Insurance

Form 1

For employers who offer a health plan to some or all employees.

Download Form 1 from dol.gov

Form 2

For employers who do not offer a health plan.

Download Form 2 from dol.gov

Government Websites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Quick Links

Refund Tracker

Use our refund tracker to quickly check the status of your refund.

State Department Sites

Get more state-specific tax information straight from your state government's website.