Payroll Forms

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Wage and Tax Statement (Form W-2)

Employers are required to send this form to each of their employees. This form shows income and taxes paid and withheld by your employer during the year.

Earned Income Credit Advance Payment Certificate (2008 Form W-5)

You may get advance Earned Income Credit (EIC) Payments if

1. You have a valid social security number.

2. You expect to have at least one qualifying child.

3. You expect that your 2008 earned income and adjusted gross income (AGI) will each be less than $33,995 (36,995 if you expect to file a joint return).

Employer’s QUARTERLY Federal Tax Return (2007 Form 941)

If you are an employer, you must file a quarterly Form 941 to report:

1. wages you have paid.

2. tips your employees have received.

3. federal income tax you withheld

4. both the employer's and the employee's share of social security and Medicare taxes.

5. advance earned income tax credit (EIC) payments.

Click here to download the Instructions for From 941.

Employee's Withholding Allowance Certificate (2008 Form W-4)

Your employer can withhold the correct amount of federal income tax from your pay check based on this IRS form. Typically, human resource will ask you to complete a W-4 Form when you are hired for a new job.

Request for Taxpayer Identification Number and Certification (Form W-9)

This IRS form is used to request a taxpayer identification number. If you hire companies such as independent contractors, consultants or self-employed workers, you may send them a blank Form W-9.

Income Tax Return for Single and Joint Filers With No Dependents (2007 Form 1040EZ)

You qualify to use Form 1040-EZ if:

1. Your filing status is single or married filing jointly.

2. You (and your spouse if married filing jointly) were under age 65 and not blind at the end of 2007. If you were born on January 1, 1943, you are considered to be age 65 at the end of 2007.

3. You do not claim any dependents.

4. Your taxable income is less than $100,000.

5. You do not claim any adjustments to income.

6. The only tax credit you can claim is the earned income credit. You do not need a qualifying child to claim it.

7. You had only wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and your taxable interest was not over $1,500. But if you earned tips, including allocated tips, that are not included in box 5 and box 7 of your Form W-2, you may not be able to use Form 1040EZ .

8. You did not receive any advance earned income credit payments.

U.S. Individual Income Tax Return (2007 Form 1040)

Individuals use this IRS form to file their annual income tax return. This form is often referred to as the "long form". If you have uncomplicated tax situation like not itemized deductions, no capital gain or loss, you may use the simplified Form 1040A which is known as the "short form".

Schedules A & B

Power of Attorney and Declaration of Representative (Form 2848)

Tax Information Authorization (Form 8821)

Employment Eligibility Verification

Application for Employer Identification Number (Form SS-4)

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