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Downloads

 

Downloads - New Hires & Live Payroll Clients

 

New Hire Form

Employee Direct Deposit Authorization Form

Federal Form I-9

Federal Form W-4

Alabama Form A-4

Alabama New-Hire Electronic Filing System

Alabama Withholding Booklet (updated Jan 2018)

IRS Circular E (Pub 15) - Employer's Tax Guide

IRS Circular A (Pub 51) - Farm Employer's Tax Guide

 

Downloads - Other

 

Mileage Log Template - excel template that you can customize for your personal use. We also have pocket-sized mileage and expense log calendars that we can provide to clients upon request.  If you have a smartphone we highly recommend MileIQ.

New Client Individual (1040) Organizer (returning clients will receive customized printed organizer via mail)

2017 Individual Income Tax Filing Requirements - contains gross income amounts that trigger the requirement to file a Federal and Alabama individual income tax return.

Extension FAQ brochure - answers common questions about filing an income tax extension.

2018 Tax Law Changes - information about Tax Cuts and Jobs Act that will impact 2018 tax year returns.

Federal Form W-9 - give this form to anyone who requests your tax id# for 1099 or other purposes or use this form to request a tax id# for any vendor payee that you are required to issue a Form 1099.

Form 1099 Filing Requirements - letter explaining requirements for issuing Form 1099 to payee vendors

Monthly Reporting Checklist/Transmittal Form - for use by our monthly acccounting clients to gather information we need

 

 

Downloads - NetClient Demo

 

Click here to learn more about NetClient--our secure online client Portals for tax, payroll, financial reporting, and accounting software (flash movie with sound, takes a few moments to load)