Tax & payroll forms
Every packet is built around the current official federal or state form — Form I-9 from USCIS, Form W-4 and W-9 from the IRS, and your state's own withholding certificate (California DE 4, New York IT-2104, Georgia G-4 and the rest). We tell you exactly which approved form applies, walk you line by line through completing it, and hand you the retention log, deadlines and audit checklist that go with it.
Form I-9 Employment Eligibility Packet
Everything around the official USCIS Form I-9: line-by-line completion guide, acceptable-document matrix, Section 3 reverification log, retention calendar and a self-audit checklist.
$2.95 one-timeForm W-4 Federal Withholding Packet
Sets up federal income tax withholding correctly: how to complete the current IRS Form W-4, multiple-jobs and dependent worksheets explained, invalid-form handling and a payroll setup sheet.
$2.95 one-timeState Income Tax Withholding Packet
The official state withholding certificate for any state with an income tax — California DE 4, New York IT-2104, Georgia G-4 and the rest — with completion guidance, registration steps and deposit deadlines.
$2.95 one-timeMulti-State Payroll Tax Guide
For teams spread across states: which state's withholding applies, reciprocity agreements, nexus triggered by remote workers, registration order and the certificate each state requires.
$2.95 one-timeForm W-9 Contractor Collection Packet
Collect and verify contractor tax information before you pay: IRS Form W-9 completion guide, TIN matching steps, backup withholding rules and a vendor tracking log.
$2.95 one-timeForm 1099-NEC Filing Checklist
Year-end contractor reporting without the panic: who gets a 1099-NEC vs 1099-MISC, thresholds, January 31 deadlines, e-filing rules and correction procedure.
$2.95 one-timeForm W-2 Year-End Payroll Checklist
Close the payroll year cleanly: W-2 box-by-box review, SSA filing deadlines, state copies, W-2c corrections and employee distribution requirements.
$2.95 one-timePayroll Tax Deposit & Filing Calendar
A dated calendar of every federal and state payroll obligation: Form 941 quarterlies, Form 940 FUTA, deposit schedule rules, state unemployment and withholding returns.
$2.95 one-timeEmployee vs. Contractor Classification Memo
Documents why each worker is classified the way they are — IRS common-law factors, the ABC test where states apply it, Form SS-8 guidance and a defensible written determination.
$2.95 one-timeQuarterly Estimated Tax Planner
For founders, freelancers and single-member LLCs: Form 1040-ES safe-harbor math, quarterly due dates, state estimates and a set-aside schedule so nothing is a surprise in April.
$2.95 one-timeBusiness Deduction & Recordkeeping Log
A category-by-category deduction log built for your business, with IRS substantiation rules, mileage and home-office methods, and what to keep for how long.
$2.95 one-timeState Tax Registration & Nexus Checklist
Register in the right states in the right order: income tax withholding accounts, unemployment insurance, sales tax nexus triggers and the filing cadence each one creates.
$2.95 one-timeNew Hire Tax & Onboarding Bundle
Everything a new employee triggers, in one pack: Form I-9, federal W-4, your state's withholding certificate, payroll deposit calendar and the year-end W-2 checklist.
$8.95 one-timeContractor Tax Compliance Bundle
The full 1099 workflow: W-9 collection, worker classification memo and the year-end 1099-NEC filing checklist — so paying contractors never becomes an audit problem.
$5.95 one-time