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Main Checklist

  • Checklist (guides you through paperwork gathering)
  • FOR THE 2019 TAX YEAR:
    HOLD OFF ON DOWNLOADING THESE FORMS UNTIL WE RELEASE UPDATES (ONCE TAX LAW FINALIZED FOR 2019). THIS MESSAGE WILL BE REMOVED AT THAT TIME. RETURNING CLIENTS WILL RECEIVE A "CHECKLIST" EMAIL NOTIFICATION. ESTIMATED TIMING IS MID-JANUARY.

Supporting Worksheets

Government Forms

  • ​W-9 (request for taxpayer ID number)
  • 4506-T (request for transcript of tax return)
  • SS-4 (request for employer identification number)
  • W-7 (request for individual taxpayer identification number)

Paycheck Withholdings Forms

  • Not all states have direct pdf links to their own forms. Some states go off the IRS W-4 for withholdings.