Tax Preparer Templates

This form is used for providing volunteer information to the California Franchise Tax Board (FTB) for the Personal Income Tax (PIT) program.

This Form is used for reporting California-specific tax adjustments for residents of California on their Form 540 tax return. It ensures accurate calculation of state tax liability for California residents.

This Form is used for listing the assigned credits received and/or claimed by an assignee in California. It provides instructions on how to properly fill out the form to report the assigned credits.

This form is used for filing your tax statement in the state of Indiana.

This is a formal IRS document completed to outline the discount received on particular debt instruments.

This form is used for claiming a refund of tax return preparer and promoter penalties imposed by the IRS.

This Form is used for reporting and claiming the Financial Institutions Tax (FIT) Credit in Ohio.

This Form is used for applying for business tax in the state of Kansas.

This form is used for authorizing a tax preparer to perform electronic services on behalf of a taxpayer/feepayer in California.

This is a formal instrument completed by a taxpayer to list their full name, contact details, and taxpayer identification number when requested by a party they worked with.

This document is used for calculating the net tax in Alabama using Schedule NTC.

This form is used for individuals in Alabama to report and pay estimated taxes.

This document provides a worksheet for Alabama residents to calculate their federal income tax deductions.

This form is used for reporting composite income tax for individuals in the state of Kansas.

This Form is used for applying to file the Direct Marketer Sales Tax Return in Louisiana.

This type of document provides a status report on the federal audit of U.S. income taxes specifically for residents of Nebraska.

This is a fiscal document filled out by employers with a low annual tax liability to report their payroll activities to tax organizations.

This is a formal statement prepared and submitted by estate administrators to calculate the estate tax liability of the person that recently died.

This is a supplementary form used by taxpayers to list income they did not include on the main income statement they file.

This is a supplementary document designed to allow taxpayers to list taxes they do not outline on the main income statement they are supposed to file annually.

This form is used for providing a foreign address and designating a third party for tax purposes on IRS Form 1040.

This is a fiscal statement created to let taxpayers with children make the most of the tax benefits they qualify for via extra tax credit.

This is a supplementary form individuals are supposed to use to calculate income tax they owe after receiving interest from bonds and earning dividends.

This is a supplementary document taxpayers have to attach to their tax return to outline capital gains and losses that were the result of property sales.

This is a supplementary document that has to be attached to a tax return, if the taxpayer employed people that worked in their house helping the owner to manage the place in a certain capacity.

This is an IRS form that contains the breakdown of the self-employment tax the taxpayer figures out after analyzing their net earnings.