A resource from the document experts at FormSwift
A vehicle bill of sale may be a legally binding document that transfers the ownership of a vehicle from one party or parties to another. It specifies the details of the transaction, including but not limited to price, quality of the vehicle, and mileage.
An employee paystub provides a summary of an employee's salary, taxes, and other contributions for a pay period. If an employee receives direct deposit, a pay stub is a separate document that is given to the employee to document their earning for that pay period and for the year-to-date.
A business plan, also known as a business proposal, is a formal document detailing the goals of a new business and how they will be met.
A job application is a form used to allow prospective employees to apply for a job opening. It will ask the applicant questions to determine if they are suitable for the position. Job applications should be tailored to the position and company that is hiring. It will need to be signed by the applicant before submission.
A non-disclosure agreement is used to outline confidentiality agreements between two parties. This could be a company and a consultant or contractor. The agreement serves as a way to protect priveleged information. It will also detail penalties for breaking the agreement. Also known as an nda
A resignation letter is a formal, professional letter written by an employee and given to the employee's supervisor in order to announce the employee's intentions of leaving his or her current job position.
An employee handbook details rules and expectations for employees at a company. It may include areas related to dress code, attendance, and job duties. It can also serve to protect both the employer and employee by detailing how legal disputes will be handled.
A balance sheet is a statement of your business' financials; it includes your business' assets, liabilities and net worth.
A DA 31 form is a form that a member of the Army must use if they want to request leave.
Bylaws will be created at the founding of your organization and will serve as the organization's operating manual. Many times the bylaw dictates how directors are elected and what power they have in the organization, conflict of interest policies, rules for holding meetings and other important governance matters.
An employment contract may serve as a legally binding contract between an employer and an employee. It will detail job duties and expectations for the employee. It will also include the payment terms for the employee. Any insurance benefits, holiday time, and sick time benefits will be listed as well.
Corporate minutes are used to record actions and decisons made during your organization's formal meetings. These minutes need to be recorded in order for corporations to retain their legal status. This is especially true of non-profit or limited liability status organizations.
A Strategic Plan will be used to outline the purpose of an organization, its goals and how the organization plants to meet these goals.
A boat bill of sale may be a legally binding document that transfers the ownership of a boat from one party or parties to another.
A Hold Harmless Agreement is used to protect one party from liability for any damages resulting from the actions of another party. It is typically used in situation where services are being provided, a party is using the property of another, or a party is participating in an activity hosted by another.
A Bill of Lading form is used for shipments of goods. The form will detail what is in the shipment. It will also be used as a reciept to demonstrate completion of the shipment.
A Mechanic's Lien is a document used by a company or person that has supplied labor or materials to a property to create a security interest in this property. This will ensure that the business or individual receives payment for the labor and materials.
A Scope of Work is a framework document that will outline the work that will be performed under a contract or subcontractand will detail the expectations for the job or project.
A profit and loss statement, also known as an income statement, is a formal financial document that shows the revenues and expenses of a business and is used to demonstrate the business' profitability.
A Waiver is a legal document that details a party's surrender of certain rights, in this case the right to hold another financially responsible for damages incurred while voluntarily participating in an activity or event.
An invoice is used to list services or products that are being purchased by a buying party. In addition to services and products purchased, the invoice will include the individual and total prices for the order. Purchase orders and invoices can serve as a bill or reciept.
A Non-Compete Agreement, also known as a Non-Compete Clause, is a contract in which one party agrees not to start a business or work for a business in the same field as another party for a designated period of time. This agreement may be required for someone who is an employee of a large company.
An independent contractor agreement (ICA) is an important agreement for both someone hiring an independent contractor and the person who will be working as the contractor. The agreement should outline what the contractor's work entails and what kind of payments will be rendered for services.
A receipt will be given to a customer as a record of purchase. This general receipt can be used for different needs including as a general sales receipt for businesses, a receipt for property payments or for any type of purchase.
An organizational chart is a diagram that shows the structure of an organization or department.
A privacy policy is used for companies and business, especially those with an online presence. It tells the users of their product or website what kind of personal information is being collected. It will also detail how the information is used by the company. A privacy policy protects both the company and the consumer.
An income statement, also known as a profit and loss statement, is a formal financial document that shows the revenues and expenses of a business and is used to demonstrate the business' profitability.
An employment verification letter is used to verify that an employee previously worked or is still employed at a company. This letter may be used to demonstrate eligibility for certain benefits, to demonstrate experience in a certain field, or to show residency in a certain area.
A photo release form is used by photographers to get permission to use a photograph. It will need to be signed by the person in the photograph or the parent or legal guardian if the person is a minor.
A Memorandum of Understanding is an agreement between two parties who working together on a common goal or project. It may be used in situations where a legally enforceable agreement is not necessary, and depending on the circumstances, a Memorandum of Understanding may not be legally binding.
An employment offer letter, or job offer letter, is used by employers to tell a prospective employees that they have been selected for a position. This job offer letter can include details about the position such as benefits and pay.
A terms of service, or TOS, is used to let consumers know what the rules are when using a product. It is often used for websites and online forums. It may require a signature or online confirmation of agreement.
A letter of intent is a legal document used to declare intent. The intent could be to make a purchase, transfer property, or apply for a job. A letter of intent should be personalized for the situation. It needs to be written in a professional manner and signed.
A company uses a request for proposal to solicit bids for services need, such as upgrading technological equipment or construction. The RFP process can ensure a business gets the best contractors and best price for the job.
An employee evaluation form is used to evaluate the performance of one of an employee. The evaluator can choose from a selection of criteria on which to evaluate performance.
A LLC operating agreement is used by limited liability companies. Many states require an LLC to carry this type of agreement. The agreement will detail financial and managerial rights and duties for the LLC members. LLC operating agreements can be amended as the needs of the company change.
Non-profit organizations can use this letter to request donations for a project they are working on.
A job description template is used to create an organized description of a job opportunity at a company or business. The job description will include essential duties of the job and education or experience requirements for applicants.
A contract assignment is used between two parties who have some type of agreement for services, products, or another trade when an assignment is being contracted to a third party or another contractor.
A Marketing Plan is used to outline a business' marketing startegies, including its marketing message, its target market, and its strategy for promoting its product or service.
A letter of agreement is used to outline terms and conditions. These terms could be related to a contract or agreement. It will outline expectations of the services being rendered. It may also detail payment for these services.
An Executive Summary is a document that provides a concise and comprehensive summary of a business, its risks, competition, management, and more.
Corporate Bylaws are the internal rules that govern the day-to-day operations of your corporation.
A fax cover letter is used as a cover letter for any document that is being sent to a fax machine.
The DA Form 4856, known as a Developmental Counseling Form, is used to document counseling sessions given from counselors to soldiers in the Army.
This exit interview form will be completed by an employee leaving a company or organization. An exit interviews is used to to learn more about the reason the employee is leaving and to help the company or organization improve and reduce employee turnover.
A Performance Improvement Plan, also known as a PIP, is used by an employer to evaluate an employee's performance and set goals on how this performance can be improved.
A partnership agreement is used between two people who want to start a business together. The agreement protects each party in the event that a dispute occurs. An agreement needs to include each individual's responsibilities. It should also detail financial information for the business.
A stock certificate is a legal document that will certify the ownership of stock held by a corporation.
The DA Form 4187, known as a Personnel Action form, is used by a soldier who wants to request a personnel action on their own behalf.
The DD Form 1750 is used by the Department of Defense as a packing list form used for keeping track of certain items.
The DA Form 2823, known as a Sworn Statement, serves as a way to legally document a statement related to criminal activities or acts within the Armed Forces.
A consignment agreement is a legal agreement between two parties, the cosignee and the cosignor typically used as an agreement for the transfer, sale, re-sale, or storage of a product or commodity.
A term sheet is a legal document listing the terms and conditions of a business deal. Many times it is used as a business proposal. It may be a preliminary look at a transaction and not a legally binding contract. It should include the services or products proposed as well as the payment terms.
Articles of Incorporation (or organization) are formal documents used for the creation and management of a corporation in the United States. They are also called articles of association, corporate charter, certificate of incorporation, or articles of organization.
Under the Paycheck Protection Program, the U.S. Small Business Administration is providing loands for small businesses to make payroll and other expenses. Use this form to apply for the Paycheck Protection Program with an eligible lender.
U.S. Customs and Border Protection Form 7523 - Entry and Manifest of Merchandise Free of Duty, Carriers Certificate and Release
A release of liability for an indemnity agreement is a legal document used to protect a party from certain financial responsibilities. It can be used for a variety of different scenarios. It may be used by companies and organizations to protect themselves during risky transactions. The information needed for this form varies depending on the situation.
An insertion order is used in the field of advertising. It is a contract for placing an advertisement in a publication. This order protects both parties. It will need to include the specific details of the transaction.
A statement of cash flow is a financial document used in conjunction with balance sheet and income statement. The statement of cash flows will be used to demonstrate the cash generated by a company within a certain time frame.
A Provisional Patent Application is used by people who want to patent a unique idea. The application must be filed with the United States Patent and Trademark Office.
A certificate of incumbency is used by a company to identify important people. This includes company shareholders and directors. The certificate will be proof that these individuals can sign legally binding contracts for the company. It serves as a way protect all parties involved in a transaction.
This is a cease and desist letter for copyright infringement
A Commission Agreement is a legal contract between a company and a sales representative or agent that outlines the terms of commission-based compensation. It typically includes details such as commission rates, payment schedules, sales territories, and conditions for earning commissions. This document is essential for establishing clear expectations and protecting both parties' interests in a commission-based business relationship.
A Consulting Agreement is a formal contract between a consultant and a client that defines the scope of consulting services, compensation, and terms of engagement. It typically includes details about the services to be provided, project timeline, payment terms, confidentiality clauses, and intellectual property rights. This document helps establish clear boundaries and expectations for both the consultant and the client.
Corporate minutes are used to record actions and decisons made during your organization's formal meetings. These minutes need to be recorded in order for corporations to retain their legal status. This is especially true of non-profit or limited liability status organizations.
A blank PDF ID Card can be used to apply for an initial identification card in Pennsylvania. An identification card is similar to a license, without legally allowing someone to drive. It may be needed to prove your identity for purchases or other forms.
Expires 02/28/2018 - A WH 347 form is related to the United States Department of Labor. It is an Optional Payroll Submission Form. This form can be used by contractors to keep track of their hours and submit them for payment.
A HCFA 1500 form is used in the health care and medical field. It is used by physicians and medical providers to bill a patient who has Medicare or Medicaid. It may also be used by some private insurers.
An Indemnity Agreement is a contract used to detail which party is responsible for financial payments and which party is indemnified, or exempt from liability, in a certain situation.
A notice of termination is a legal document used to inform somone that they are being terminated. This notice could be used in a business or academic setting.
An invitation to bid form is used to invite various parties such as contractors, suppliers, and buyers to submit a formal bid on a service, product, or property project.
A performance contract is used for outlining terms and conditions. It applies specially to performing arts, such as a musical performance. It will detail the services being provided. It should also include how much the performer will be paid for their services.
A contractor service agreement is an important agreement for both someone hiring an independent contractor and the person who will be working as the contractor, such as a photographer, event planner, DJ, or caregiver. The agreement should outline what the contractor's work entails and what kind of payments will be rendered for services.
A VAT invoice is given to anyone who makes a purchase from a registered VAT vender, but only if the purchasing party is also a registered VAT individual. The VAT invoice is used to keep track of taxable purchases for parties who must pay taxes, especially businesses.
A pro forma invoice is an estimated invoice used to inform a buyer about their order before their goods are actually shipped. This type of invoice is typically used to provide the buyer with a preliminary quote or may also be used to provide customs with a description of what is inside a shipment. This type of invoice does not ask for payment.
A HUD-1 form is used in the purchasing or refinancing process of real estate. It will show the expected amount of the needed loan. The form will itemize services and fees associated with the transaction.
A cease and desist letter is a formal legal document used to request that a certain activity be ceased. The letter will serve as a warning. Legal action may be persued if the conditions of the letter are not met. Copies of the letter should be saved by both parties.
U.S. Customs and Border Protection Form 3078 - Application for Identification Card
A Stock Repurchase Agreement is a legal document that outlines the terms and conditions for a company to buy back its own shares from shareholders. It includes details such as the number of shares to be repurchased, price per share, payment terms, and conditions for the repurchase. This document is important for companies looking to manage their capital structure or implement stock buyback programs.
This cease and desist letter will serve to formally request that a company or business cease using a registered trademark you own.
A OF 612 form is an optional form used by the Federal government. It may be used when someone is applying for a Federal employment position. It is completely optional, but it can provide the agency with more information about the applicant.
A California Statement of Information is a required filing for corporations and LLCs registered in California. It must be filed annually with the California Secretary of State and includes current information about the company such as principal office address, names and addresses of officers/directors, agent for service of process, and business activities. This document helps maintain accurate public records of California business entities.
A direct deposit form is used to authorize an employer or another organization to automatically deposit salary or other earnings into one's personal savings or checking bank account.
This form is completed when a small business owner wants to apply for a loan or surety bond with the Small Business Administration.
A ST-100 form is used by the State of New York. It is related to state taxes. Vendors will need to use this form to pay the appropriate New York sales tax year quarter.
An end user licensing agreement, or EULA, is used by a software or product distributor. It details how a purchaser can use the product. This protects the software distributor from certain disputes. EULAs should be updating regularly.
Schedule A Form 990 or 990-EZ - Public Charity Status and Public Support Form
T4A - Canada Revenue Agency - Statement of Pension, Retirement, Annuity, and Other Income.
Uniform Sales & Use Tax Exemption/Resale Certificate - Multijurisdiction
VA Application for Dependency and Indemnity Compensation, Death Pension and Accrued Benefits by a Surviving Spouse or Child (Including Death Compensation if Applicable)
Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns
A bill of sale is used to transfer personal property. It could be an automobile, boat, or motorcycle. A bill of sale may be required to show ownership.
A release of liability for an indemnity agreement is a legal document used to protect a party from certain financial responsibilities. It can be used for a variety of different scenarios. It may be used by companies and organizations to protect themselves during risky transactions. The information needed for this form varies depending on the situation.
A letter of recommendation is a formal letter often used to describe qualities, strengths, and characteristics of another person. A letter like this may be used for employment purposes, promotions, for academic applications or scholarships and grants.
A Power of attorney is a legal document that grants someone the ability to act in the place of another party. Used for the purpose of general, legal, financial, and medical matters.
A living will is used to state a person's desires regarding medical treatment in case the person is not able to give medical consent due to a severe condition.
An affidavit is a declaration made in writing . It is used to notarize someone's verbal account of an event. The affidavit is used by the speaker to declare that the are giving true facts. It is a written oath that all the information given is true.
A guardianship form will be used by the parents or current guardians of a child to list who will care for the child in the event that they become unable to do so temporarily.
A last will and testament is a legal document that details how a person's assets and properties will be distributed after death. It can also detail who is to receive custody and guardianship of any surviving children, if applicable.
Also known as loan agreement, a promissory note is a legal document used when one party, the issuer, is making a "promise" to pay a certain amount of money to another party, known as the payee. Promissory notes are typically used for personal loans, real estate transactions, business loans, and student loans.
A personal financial statement is used to outline a person's current finances. It includes the individuals earnings and assets. It will also include liabilities like credit card debt and loans. A personal financial statement may be used to determine if someone is eligible for a loan or mortgage.
A transcript request form is submitted by former or current students in order to request official copies of their educational transcript.
A medical consent form is used to obtain medical consent for certain treatment or medical procedure. For children, medical consent is given by their parent or guardian.
A codicil is a legal document used to amend someone's will. It can be used to make changes to the current will terms and conditions or to completely remove certain provisions in the will. A codicil is not used to create a new will.
A purchase agreement is a legal document detailing the specifics of the sale or transfer of property. This transaction could be for a variety of goods and services, including real estate.
Step-by-step guide to creating a bibliography in APA format. Proper citation is important in order to avoid unintentionally plagiarizing someone else's work.
An affidavit of heirship is a legal document that declares someone is the heir of a deceased person. The affidavit of heirship is often used when the deceased party did not leave a Last Will and Testament.
An affidavit of small estate document may be used to attest, under oath, that you are the owner of a small estate or property.
A DS-3053 form is used by the U.S. Department of State. It is used when filling out a United States passport application (Form DS-11 "Application for a U.S. Passport") for a minor child under the age of 16.
This death certificate request can be used to request a copy of a decedent's death certificate. This certificate may be needed in order to claim death benefits, notify organizations of the decedent's passing, obtain insurance payments, and other actions. Certified death certificates are typically only granted to close relatives of the decedent, such as the next of kin or a spouse.
A name change form is used when someone wants to change his or her name. This could be related to marriage or adoption. A name change will need to be applied to documents from many different government agencies. This includes changes to your Social Security card, passport, driver's license, and other forms of identification.
An affidavit of death is used to notify businesses, courts, and other places of someone's death.
An affidavit of domicile is used to confirm the state where a deceased person lived right before death. This affidavit is often requirement by banks and investment firms before property of the deceased can be transferred.
This complaint letter can be used to inform a neighbor - be it an individual or a business - of an issue you are experiencing by living next to them. The letter must be professional in nature and should include as much information about the situation as possible.
This cease and desist letter is used to stop any actions that involve defamation, slander, or libel.
A divorce settlement agreement is used by a couple that is finalizing their divorce. The agreement will detail how property and finances are being divided. It may also detail custody of children. This agreement should be used with a divorce attorney or lawyer.
The Freedom of Information Act allows people to request information about the Federal government. Freedom of Information requests must be made in writing in order to be considered.
This birth certificate request letter can used to to request a copy of your own or a family member's birth certificate.
A prenuptial agreement is used before a couple is married. It is used to protect each party's assets in the event of divorce. It can include clauses for personal property, finances, and real estate. A prenuptial agreement can also be used in civil unions or domestic partnerships.
A health care proxy is a legal document that gives the creator the ability to appoint another party to make health care decisions on his or her behalf in the event that he or she become incapable of making health care decisions.
The SF-15 form is used by Federal agencies. It is used to submit and verify claims for Veterans' preferance. OPM examining officers may also use this form.
A SF 424 form is used by Federal Agencies. It is known as an Application for Federal Assistance. This is typically used to apply for a grant.
A TSP 70 form is used by the Federal government. It is related to a Federal Thrift Savings Plan, which is used by Federal employees. This form is a request for a complete withdrawal from the savings plan.
A credit freeze request, or security freeze, is used by individuals who want to stop third parties from being able to access their credit reports.
A DA 2166-8 form is used by the Department of the Army. It is known as an NCO evalutation report. It will be used to evaluate and rate non-comissioned officers in the armed forces.
A DA 31 form is used by the Department of Army. A member of the armed services will use this form to request leave. This could be for a variety of reasons, such as personal or medical.
A DA 4856 form is used by the Department of the Army. This form is used to document counseling sessions. It will be put into a soldier's file and kept on record.
A DA 5500 form is used by the Department of the Army. It is a form that calculates the body fat percentage of a current or future member of the Armed Forces. This is used to determine if a soldier meets the requirements for a health body fat percentage.
A DA 638 form is used by the Department of the Army. It will be used when someone wants to recommend a soldier for an award. The form should include specific achievements.
A DD 1351-2 form is used by the Department of Defense. The form allows government employees to submit a request for travel. This is typically used for travel that is required for the job.
A DD 2808 form is used by the Department of Defense. It is known as a Record of Medical Examination. This shows that a person is eligible to be a government employee.
A DS 11 form is used by the U.S. Department of the State. It is used when someone needs to get a passport. This application is used by someone who is getting a passport for the first time.
A DS 3053 form is used by the United States Department of the State. It is used to issue a passport to a minor under the age of 16. This children's application form must be completed by a parent or guardian.
A blank PDF ID Card can be used to apply for an initial identification card in Pennsylvania. An identification card is similar to a license, without legally allowing someone to drive. It may be needed to prove your identity for purchases or other forms.
A lease agreement is used to give another party permission to use property. It is often used by landlords for apartments or offices. A lease agreement is a legal contract. Both parties are bound by its terms and conditions.
A rental application is used by someone leasing out a property to request information from a prospective tenant. Applicants are usually required to provide financial and employment information as well as references.
A quitclaim, or quit-claim deed, is used for the transfer of property from a grantor to a grantee. This type of transfer does not involve a warranty. It is often used to transfer property between family members.
An eviction notice is used by landlords to notify tenants that they must vacate a property often because of non-payment issues or breach of the terms and conditions of the tenants' lease.
A month-to-month lease agreement is used by landlords who rent out their property on a monthly basis. These types of agreements may be used for temporary housing or college apartments. This type of lease agreement does not have a specific time period and either party can cancel it, usually with a month's notice.
A sublease agreement is a contract between the current tenant and the tenant who will be replacing them. It is used when someone is currently renting a home, but they want to rent it out to someone else while they are still in the lease.
A warranty deed is used when a seller of property needs to demonstrate they hold a title for a property and that they can legally transfer it to a buyer.
A rent receipt is provided by a landlord or property manager to a tenant as proof of payment of rent.
A Security Deposit Return Letter is used by a landlord to inform tenants about the security deposit return they will be receiving after moving out. This document provides the tenants a record of their security deposit and any deductions made by the landlord.
A Triple Net Lease Agreement is used when leasing commercial real estate. In a Triple Net Lease Agreement, tenants are typically responsible for most of the costs related to the property. They may need to contribute to the costs for expenses such as real estate taxes, repair and maintenance, and upgrades.
A grant deed is used for the transfer of property from party to another. With a grant deed, the grantor ensures that the property has not been sold to another party and that there are no restrictions on the property, such as unpaid taxes.
A mortgage agreement, or mortgage deed, is a legal document showing ownership. This can be ownership of property or land. The deed shows who the owner is and also who the lender is. A mortgage deed is needed for transferring property as well.
A lease cancellation agreement is used to end a current lease before its contracted end date. The tenant or the landlord can initiate lease cancellation with this document.
A construction contract is used for various construction projects. This could be for building a home or a home addition. The contract will list the construction services being provided, as well as the payment amount. It protects both parties in case of service problems or disputes.
A cohabitation agreement is used between people who are going to live together. This can include roommates or a common law relationship. It can detail how these two individuals will split the rent and other responsibilities.
A Real Estate Purchase Agreement is a legally binding contract between a buyer and seller for the transfer of real property. It includes essential details such as property description, purchase price, closing date, financing terms, contingencies, and conditions of sale. This document is crucial for documenting the terms of the real estate transaction and protecting both parties' interests throughout the purchase process.
An offer to lease is a legal document sent by a prospective tenant to a lessor. It will include the price being offered by the interested party. Any proposed terms should be included. The lessor can then make a counter offer to this original bid.
A deed of trust is a legal document used for the transfer of real estate property. This type of transfer typically involves a trustee.
A waiver of subrogation prohibits a party's insurer from seeking restitutation from another party.
A contract for deed, also known as a land contract, is a legal document used when purchasing real estate property if the financing for the purchase of the property is being provided to the buyer by the seller. The contract for deed will include the details and terms of the financing.
A 1099-MISC form is a tax form used to report any miscellaneous income to the IRS. This includes interest, real estate income, or awards and prizes. For the tax year 2020 and onwards, the nonemployee compensation part of this form is reported separately in the 1099-NEC form. If you need to report taxes on amounts paid to independent contractors or freelancers, you will need both a 1099-MISC and 1099-NEC.
The 1099-NEC Form is used to report compensation made to non-employees, including independent contractors & other workers. For the tax year 2020 and onwards, the nonemployee compensation part of form 1099-MISC is reported separately in the 1099-NEC form. If you need to report taxes on amounts paid to independent contractors or freelancers, you will need both a 1099-MISC and 1099-NEC.
A W-2 form is used for tax reporting purposes. It is sent out by employers to inform employees about their earnings for the year. These figures will need to be listed on a federal and state tax return form.
A W-9 form is a legal document related to taxes. It will be used to give an employer a tax identification number. This allows the employer to properly withhold taxes and report earnings.
A 1040-ES Form is used for tax filing purposes. The form will allow filers to calculate the estimated amount of tax liability they owe for the year. Freelancers and independent contractors may need to file form 1040-ES, as they do not have taxes withheld automatically.
Form 1040 is the standard federal income tax form used to report an individual's gross income (e.g., money, goods, property, and services). It is also known as "the long form" because it is more extensive than the shorter 1040A and 1040EZ Tax Forms
Schedule 1 Form 1040 is a tax form you will need to file if you have additional income, such as capital gains, unemployment compensation, prize or award money, gambling winnings. Have any deductions to claim, such as student loan interest deduction, self-employment tax, educator expenses.
Schedule 2 Form 1040 is a tax form you will need to file if you owe AMT or need to make an excess advance premium tax credit repayment.
Schedule 3 Form 1040 is a tax form you will need to file if you can claim a nonrefundable credit other than the child tax credit or the credit for other dependents, such as the foreign tax credit, education credits, general business credit.
Schedule 4 Form 1040 is a tax form you will need to file if you owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or other qualified retirement plans and tax-favored accounts.
Schedule 5 Form 1040 is a tax form you will need to file if you can claim a refundable credit other than the earned income credit, American opportunity credit, or additional child tax credit. Have other payments, such as an amount paid with a request for an extension to file or excess social security tax withheld.
Schedule 6 Form 1040 is a tax form you will need to file if you have a foreign address or a third party designee other than your paid preparer.
1099-K Form are used to identify how much income they made through an online store or sales.
The 941 Form is used by businesses who file their taxes on a quarterly basis. It reports information related to certain withholdings: income tax, social security tax, and Medicare tax.
This form is completed to report individuals or businesses suspected of committing tax fraud.
Form 1099-DIV are used by banks and financial institutions to report dividends and other distributions to taxpayers and the IRS.
Form 1065 is used to declare the profits, losses, deductions, and credits of a business partnership.
A Schedule M form is used by the IRS for tax purposes. It needed to be filled out by a filer if they want to get the Making Work Pay tax credit. This can only be used by people who have income from standard employment
A 1098-E form is used for tax filing purposes. This form will be used by students or graduates who pay student loan interest. This form will list the information about student loan interest so the filer can include it on the tax return.
A 1098-T form is provided to students for tax filing purposes. It will be sent by the school and will include information about tuition payments. This will help the IRS determine if the student is eligible for tax breaks.
A 1099-A form is used by the IRS. It is sent out when a property is foreclosed upon or abandoned. This document will report the amount still owed on the property and the property's value.
A 1099-C form is used by the IRS for income reporting. It will be used if a debt over $600 has been canceled in the tax year. This information must be included on a tax return.
A 1099-K is a form mailed out by the IRS for tax purposes. It will be sent to someone who has earned income through credit or debit card transactions. It may be used if someone makes money through third party sellers like Etsy or Ebay.
A 1099-OID form is used for tax related purposes. It will be used by the IRS to tax interest that a filer may receive in the future. People who invest a lot of money may receive an OID form at tax time.
A 1099-R is a form related to tax filing. It is sent to a filer when they have received a payment of more than $10 from a retirement account. The information on a 1099-R form will be included on a tax return.
A 1099-S form is related to income tax filing. It is used to report the sale or exchange of real estate during the tax year. This include land, buildings, and other real estate property.
A 990-EZ form is related to income tax. It is used by an organization who wants to claim they are exempt from taxes. This is usually a non-profit organization or charity.
A taxpayer completes this form to inquire about the status of an expected refund.
An IRS 4506-T form is related to taxes. It is used to request an official transcript of a tax return. It can be used by the original tax filer or it can be sent to a third party.
A Schedule E form is used by the IRS. It is used by landlords to provide the IRS with their real estate income information. This form may also be used for royalty income.
A W-2 Form is used for tax reporting purposes. It is sent out by employers to inform employees about their earnings for the year. These figures will need to be listed on a federal and state tax return form.
This form is used by businesses who file a federal tax return who need to adjust or amend a previous filing.
An IRS 4506-T form is related to taxes. It is used to request an official transcript of a tax return. It can be used by the original tax filer or it can be sent to a third party.
California Form 3500 used by an entity that wants to become tax-exempt
This form is used by businesses wishing to be assigned a tax identification number that identifies them as an employer.
The 1099-NEC Form is used to report compensation made to non-employees, including independent contractors & other workers.
The 1099-MISC Form is used to report miscellaneous payments you or your business has made, including rents, royalties & other payments.
