FORMS & DOCUMENTS

 

INDIVDUAL 

FORMS

Not finding what you need here? Visit the IRS for all forms and documents, or contact us and we will be happy to assist in finding the appropriate form or document.

Form 1040

US Individual Income Tax Return / Annual income tax return filed by citizens or residents of the United States.

Form W-9

Request for Taxpayer Identification Number (TIN) and Certification / Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.

Form W-4

Employee's Withholding Allowance Certificate / Complete Form W-4 so that your employer can withhold the correct Federal income tax from your pay.

Form 9465

Installment Agreement Request / Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice that was sent to you).

Form W-7

Application for IRS Individual Taxpayer Identification Number / Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.

Form 4506-T

Request for Transcript of Tax Return / For individual, gift, estate or generation-skipping transfer tax returns.

Form 8822

Change of Address / For Individual, Gift, Estate, or Generation-Skipping Transfer Tax Returns

Form 1040-EZ

Income Tax Return for Single and Joint Filers With No Dependants / Use form 1040-ES to figure and pay your estimated tax.

Form 1040-ES

Estimated Tax for Individuals / Use Form 1040-ES to figure and pay your estimated tax.

Publication 17

Your Federal Income Tax / Explains the general rules for filling a federal income tax return.

 

BUSINESS 

FORMS

Form 941

Employer's Quarterly Federal Tax Return / Employers who withhold income taxes, social security tax, or Medicare tax from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.

Form W-4

Employee's Withholding Allowance Certificate / Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

Form W-2

Wage and Tax Statement / Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

Form SS-4

Application for Employer Identification Number (EIN) / Use this form to apply for an employer identification number.

Form 1099-MISC

Miscellaneous Income / File this form for each person to whom you have paid various income during the year.

Form Schedule B (Form 941)

Report of Tax Liability for Semiweekly Schedule Depositors / Employers who withhold income taxes, social security tax, or Medicare tax from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.

Form 1023

Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code / Organizations file this form to apply for recognition of exemption from federal income tax under section 501(c)(3).

Form 940

Employer's Annual Federal Unemployment (FUTA) Tax Return / Use this form to report your annual Federal Unemployment Tax Act (FUTA) tax.

Publication 15

Circular E, Employer's Tax Guide / This publication explains your tax responsibilities as an employer.

Not finding what you need here? Visit the IRS for all forms and documents, or contact us and we will be happy to assist in finding the appropriate form or document.

 

WISCONSIN

FORMS

Click the link for all Wisconsin forms, documents, and information.