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)
- 2025 Business Tax Questionnaire (Short) 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.
- Rental Worksheet 2024 Click Here
- Rental Worksheet from India Rental Click Here
- Foreign Bank Information (FinCen) India Click Here
- Foreign Bank Information (FinCen) Canada Click Here
- Substantial Presence Test Click Here
- Tax Return Checklist Click Here
- ITIN Worksheet Click Here
- Truck/Taxi Drivers Questionnaire Click Here
- 1099 Misc./Rent/Int/NEC Worksheet 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
- 2026 Monthly Income and Expense Worksheet 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