Financial Templates

This is an IRS form required in order to submit an information return to the Internal Revenue Service (IRS) on the amount paid to a recipient.

This is a legal document used to inform the Florida Department of Revenue (DOR) about the total number of all employees who performed services or received pay, their gross, excess, and taxable wages.

Georgia-registered organizations may use this form to report the sales and use tax they owe in the state of Georgia.

This is a legal document needed to gain tax exemption for the purpose of product resale in the state of Georgia.

This is a state of Hawaii legal document completed by an employee for their employer's records to provide information about withholding allowances.

This Illinois form is filled out by taxpayers who have tax delinquencies they cannot pay in full. If you have a financial hardship and would like to sign an installment payment plan with the Department of Revenue, complete a CPP-1 Form.

This is a Massachusetts legal document presented by a retailer to a merchant from whom the retailer is buying merchandise to resell it later in the regular course of business and is needed to avoid paying sales tax twice.

This form is also known as the IRS voluntary withholding request. File it if you receive certain government payments in order to inquire about the amount of a federal tax to withhold.

This is a specific Motor Vehicle Sales and Use (MVU) Tax Form, upon which a new owner of a vehicle may get a tax exemption from a sales or use tax, if they received an automobile from a prior owner who is a family member.

This is a Motor Vehicle Sales and Use (MVU) Tax Form, which is used in Massachusetts when a donee needs to verify they are exempt from paying tax on a received vehicle as a gift from a non-family member.

This is a one-page form to request exemption of the Massachusetts state sales and use tax for motor vehicles that are purchased outside of Massachusetts.

This form is a legal document signed in New York State when a vehicle is received as a gift or when sales tax was not collected at the time of the transaction.

Use this document for releasing your authorization to an individual or organization to complete and file the FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). You can file using a third-party preparer.

The U.S. government may use this form during the process of selecting an outside company on a contract basis for accounting services.

This form is also known as the IRS tip reporting form. It is used by employees receiving tips to report them to their employers, who in turn use this information for proper tax withholding and to report the employee's earnings to the Social Security Administration (SSA).

This is a legal document completed to authorize an alteration in a Federal Supply Schedule - a long-term government contract with a commercial enterprise that sells goods and services to the federal agency.

This is a DFAS form which should be completed to make a claim for monies due to an annuitant after the death of a uniformed soldier in the American armed forces.

This form is required for any retail establishment within the state of Colorado and must be filed every quarter, even if no tax has been collected or no tax is due.

This form is a coupon used as payment transmittal when paying the state Unemployment Insurance (UI) tax, one of Michigan's taxes that employers must pay.

This is a legal document used by an employer to report information on newly hired employees to the Department of Treasury shortly after the date of hire in the state of Michigan.

This is a legal document filled out by Pennsylvania residents with earned income, net profits, wages, dividends, and capital gains.

Download this form, otherwise known as the Adjusted Employer's Annual Federal Tax Return or Claim for Refund to correct mistakes you made on IRS Form 944, Employer's Annual Federal Tax Return.

Download this form if you are an employee receiving daily tips in order to keep track of tips you received from customers. These tips may include cash tips, as well as tips received from customers' debit or credit cards and items of value, such as tickets or passes.

This form is released by Arizona's Department of Revenue and is supposed to be completely filled out and signed by a purchaser, and provided to a seller in order to document the purchase of a physical piece of personal property for resale.

This is a California tax form required for all real estate sales or transfers for which you, the seller/ transferor, are claiming an exemption due to a loss or zero gain or if you elect an optional gain on sale withholding amount.

This form allows you to purchase tax-free products that are normally subject to sales tax. It is a state-specific document issued by the New York state (NY State Department of Taxation and Finance).

This is an application developed by the Colorado Department of Revenue. The form is used to report subtractions from Federal Taxable Income.

This is a legal document completed by a taxable entity that does not owe any taxes to the State of Texas for the report year. This form was released by the Texas Comptroller of Public Accounts.

This is a legal form presented by a purchaser to a seller from whom the purchaser buys the goods with the purpose of resale in the state of Texas.

This form outlines the repayment of the debt that will remain the responsibility of the debtor despite the ongoing bankruptcy process.