Tax Questionnaire (Personal & Business) Short List)
View forms that are related to preparing your personal/business annual tax preparation and detailed forms can be found under Annual Tax Preparation (All Forms) Please note that the IRS has not yet released the updated Foreign Currency Conversion Rates. As a result, we recommend holding off on completing the Foreign Income Worksheet until these rates are finalized and updated in our system.
- Personal Tax Questionnaire Click Here
- Tax Compliance & Documentation Checklist Click Here
- Business Tax Questionnaire Click Here
- Real Estate LLC Tax Questionnaire Click Here
- Rental Worksheet US Only Click Here
- Foreign Rental Worksheet Click Here
- Self-Employed (1099 Income) Tax Worksheet Click Here
- Income Tax Estimator Click Here
- Income from India Worksheet Click Here
Annual Tax Preparation (All other forms)
View forms that are related to preparing your personal/business annual tax preparation. Please select the tab for personal, ITIN application, business, rental drop off forms.
- Foreign Rental Worksheet Click Here
- Foreign Bank Information (FinCen) Click Here
- Foreign Income Worksheet ( India) Click Here
- Cumulative Lifetime Exemption Tracking (Sample) Click Here
- 1099 Misc./Rent/Int/NEC Worksheet Click Here
- Truck/Taxi Drivers Questionnaire Click Here
- ITIN Worksheet Click Here
- Tax Return Checklist Click Here
- Substantial Presence Test Click Here
- Business Tax Questionnaire Click Here
New Business Formation (LLC, C Corp or S Corp)
View forms that are related to managing or creating your new business formation.
- New Business Formation (LLC, C Corp or S Corp) Click Here
- Mileage Log Click Here
- Invoice Template Click Here
- Beneficial Ownership Information (BOI) Click Here
- Sample Agreement to Adopt an Accountable Plan Click Here
- Sample Reimbursement Form Click Here
Fee Schedule
- Tax Return Fee Schedule Click Here
Payroll Forms
View forms that are related to managing your company payroll by keeping track of employee data/time sheets and paying via direct deposit.
- New Hire Packet for Employee to Complete (Form W-4) Click Here
- New Hire Packet for Employee to Complete (Form 1-9) Click Here
- Authorization for Direct Deposit Click Here
- Form W-9, Request for Taxpayer Identification Number (TIN) and Certification Click Here
- Pay Rate Change Form Click Here
- Sample Mileage Log Click Here
- Sample Timesheet Click Here
- Payroll Service Cancellation Click Here
- Payroll Cost Calculator - 2026 Click Here
- New Contractor Data Sheet Click Here
- New Employee Data Sheet Click Here
- Add a Work Location Click Here
- Remove a Work Location Click Here
- Employee Termination Form Click Here
- Expense Reimbursement Form Click Here
- Payroll Fee Calculator Click Here
- Information Required to Start the Payroll Service Click Here
Sales Tax
View forms that are related to recording your sales tax.
- Monthly Sales Record Click Here
- Inventory Counter Click Here
Other Useful Links
- Tax Cuts and Jobs Act 2018 Tax Click Here
- Privacy Notice Click Here
- Client Portal Sign up Click Here
- Donation Valuation Worksheet Click Here
- Bank Routing Number Lookup Click Here
- First Time Homebuyer Credit Account Look-up Click Here
- Yearly Average Currency Exchange Rates Click Here
- Documentation Examples Click Here
- Greatways Rules for Great Bookkeeping Click Here