New Hires & Live Payroll Clients
Mileage Log Template - Download
Excel template that you can customize for your personal use. If you have a smartphone we highly recommend MileIQ.
New Client Individual (1040) Organizer - Download
Returning clients will receive customized printed organizer via mail.
2021 Individual Income Tax Filing Requirements - Download
Contains gross income amounts that trigger the requirement to file a Federal and Alabama individual income tax return.
Extension FAQ brochure - Download
Answers common questions about filing an income tax extension.
Federal Form W-9 - Download
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 - Download
Letter explaining requirements for issuing Form 1099 to payee vendors
Monthly Reporting Checklist/Transmittal Form - Download
For use by our monthly accounting clients to gather the information we need