Expand Your Business Beyond Tax Season!
Widen the range of services you offer your clients to secure more business and gain year-round revenue.
IRS Forms
We’ve selected the most common tax forms you will be needing for your clients’ tax return documentation. All these forms are available for view and download in PDF at www.irs.gov. Most include the option to type in information and download a copy on your computer. You will require Adobe Acrobat Reader to view and print the forms.
Form 940
Instructions for Form 940
Employer’s Annual Federal Unemployment (FUTA) Tax Return
Form 941
Instructions for Form 941
Employer’s Quarterly Federal Tax Return
Form 941 (Schedule B)
Instructions for Form 941 (Schedule B)
Report of Tax Liability for Semiweekly Schedule Depositors
Form 990
Instructions for Form 990
Return of Organization Exempt from Income Tax
Form 1023
Instructions for Form 1023
Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
Form 1040
Instructions for Form 1040
U.S. Individual Income Tax Return
Form 1040-A
Instructions for Form 1040-A
U.S. Individual Income Tax Return
Form 1040-ES (Instructions included)
Estimated Tax for Individuals
Form 1040 (Schedule A)
Instructions for Form 1040 (Schedule A)
Itemized Deductions
Form 1040 (Schedule B) (Instructions included)
Interest and Ordinary Dividends
Form 1040 (Schedule C)
Instructions for Form 1040 (Schedule C)
Profit or Loss from Business (Sole Proprietorship)
Form 1040 (Schedule D)
Instructions for Form 1040 (Schedule D)
Capital Gains and Losses
Form 1040 (Schedule E)
Instructions for Form 1040 (Schedule E)
Supplemental Income and Loss
Form 1040 (Schedule SE)
Instructions for Form 1040 (Schedule SE)
Self-Employment Tax
Form 1040-X
Instructions for Form 1040-X
Amended U.S. Individual Income Tax Return
Form 1065
Instructions for Form 1065
U.S. Return of Partnership Income
Form 1065 (Schedule K-1)
Instructions for Form 1065 (Schedule K-1)
Partner’s Share of Income, Deductions, Credits, etc.
Form 1099-MISC
Instructions for Form 1099-MISC
Miscellaneous Income (Info Copy Only)
Form 1120
Instructions for Form 1120
U.S. Corporation Income Tax Return
Form 2290
Instructions for Form 2290
Heavy Highway Vehicle Use Tax Return
Form 2553
Instructions for Form 2553
Election by a Small Business Corporation
Form 2848
Instructions for Form 2848
Power of Attorney and Declaration of Representative
Form 4506-T (Instructions included)
Request for Transcript of Tax Return
Form 4506T-EZ (Instructions included)
Short Form Request for Individual Tax Return Transcript
Form 4868 (Instructions included)
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
Form 8821 (Instructions included)
Tax Information Authorization
Form 8822 (Instructions included)
Change of Address
Form 8832 (Instructions included)
Entity Classification Election
Form 8863
Instructions for Form 8863
Education Credits (American Opportunity and Lifetime Learning Credits)
Form 8949 (Instructions included)
Sales and other Dispositions of Capital Assets
Form 9465
Instructions for Form 9465
Installment Agreement Request
Form 14039 (Instructions included)
Identity Theft Affidavit
Form SS-4
Instructions for Form SS-4
Application for Employer Identification Number
Form TD F 90-22.1 (Instructions included)
Report of Foreign Bank and Financial Accounts
Form W-2 (Instructions included)
Wage and Tax Statement (Info Copy Only)
Form W-4 (Instructions included)
Employee’s Withholding Allowance Certificate
Form W-4V (Instructions included)
Voluntary Withholding Request
Form W-8BEN
Instructions for Form W-8BEN
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
Form W-9
Instructions for Form W-9
Request for Taxpayer Identification Number and Certification
Publication 15
Circular E, Employer’s Tax Guide
Publication 17
Your Federal Income Tax (For Individuals)
Publication 502
Medical and Dental Expenses Including the Health Coverage Tax Credit
Publication 590
Individual Retirement Arrangements (IRAs)
Publication 970
Tax Benefits for Education
Instructions for Form 1040 (Tax Tables)
Tax Table and Tax Rate Schedules
Apply to Become an ERO
Once you click the link to the IRS website, click the Tax Professionals tab to find the form. Alternatively, you can use the upper right corner search box on their home page to find it. Simply type in “Form 8633” and then click enter.
You will require a unique fingerprint card issued by the IRS. To get the fingerprint card, call the IRS at 1-866-255-0654. Forms 8633 can be sent to the Andover Service Center. You can find their day and overnight mailing address on page 4 of Form 8633.
Important Notice
If you are an Electronic Return Originators (ERO) and you are expanding your e-filing business to include new physical locations, you will need to submit Forms 8633 for those locations. Physical locations are locations owned or leased by the ERO. Fingerprint cards are required for the company’s principals, as well as the responsible officials mentioned on the application. Fingerprint cards are not required if they have been submitted with an application that has already been accepted into the IRS e-filing program.
According to the IRS procedure, professional status evidence may be replaced with fingerprint cards if the tax office’s principal or responsible official is an attorney, a CPA, a bonded banking official or one that has been fingerprinted less than 2 years ago, an enrolled agent or a publicly owned corporation.
Once you click the link to the IRS website, click the Tax Professionals tab to find the form. Alternatively, you can use the upper right corner search box on their home page to find it. Simply type in “Form 8633” and then click enter.
You will require a unique fingerprint card issued by the IRS. To get the fingerprint card, call the IRS at 1-866-255-0654. Forms 8633 can be sent to the Andover Service Center. You can find their day and overnight mailing address on page 4 of Form 8633.
IRS Requirements for Tax Professionals
To learn more about the IRS Revenue Procedures and Rules and participating in the IRS e-filing program, visit the IRS’s website at www.irs.gov.We are happy to assist you if you have any questions about where to start, the ERO process or related paperwork. The technicalities and procedures can be confusing. We can help you obtain, fill out the form and submit it to the IRS.
Tax Calendar
Don’t Miss Important Tax Dates
Never miss an important tax date. Keep things organized and keep track of major milestones using the calendar below:
Calendar Tool
The IRS Calendar Connector tool offers access to Important Tax Dates for Small Businesses. It can be used online and offline and it is automatically updated by the desktop tool as new dates are added. Customize which events or dates you want to keep track of (general, employer, excise, or all) and choose how you want to display them (by day, by week or by month).
Tax Prep Assistance
Are you just starting out?
Refund Kingdom offers clients full support for their tax prep processes especially when they are new to the industry and in need of guidance. We will gladly answer any questions on how to properly fill out the forms, tax guidelines and how to avoid any omissions or errors.
Refund Kingdom’s support team is made up of industry experts (tax prep specialists, CPAs, accountants, attorneys) with many years of experience in using our professional software and filing tax returns. No matter the question, they can tackle it. And they are standing by to help you get through tax season without any worries.
Screen sharing
Screen sharing is the easiest way to receive technical support from our support team. Simply download the appropriate version of TeamViewer linked below and you will be able to share your screen with us.
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