Forms, documents & links

Company Forms

• 1099 Business Owner Information Sheet
• 1099 Recipients Information Sheet
• Tax Preparation Checklist
• Small Business Year End Tax Worksheet
• Rental Property Year End Tax Worksheet
• Employee Setup Package
• Employee Change Form
• Direct Deposit Authorization Form

eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address – make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed Information Release Form. Please keep a copy of the document for your records.

Authorization to Release Income Tax Return Information (eSign)

Government Forms

• Form W-4
• Form W-9
• Form I-9

Employee Insurance Coverage Notices

• Form 1 For employers who offer a health plan to some or all employees.
• Form 2 For employers who do not offer a health plan.

Tax Guides

Government Sites

• Internal Revenue Service
• Small Business Administration

State Department Sites

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