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