Forms

Forms

Complete Tax & Notary Services Forms

CTNS Tax Organizer (Personal)

Personal Tax Returns

Form 1040 (2024)

US Individual Income Tax Return for Tax Year 2021. Annual income tax return filed by citizens or residents of the United States.

Instructions for Form 1040 and Form 1040-SR, U.S. Individual Income Tax Return

Instructions for Form 1040, which is used by citizens or residents of the United States to file an annual income tax return.

Form 1040-X, Amended U.S. Individual Income Tax Return

Form 1040-X is used by individual taxpayers to amend prior year tax returns.

Business Income Tax Returns

Form 1120

Domestic corporations use Form 1120, U.S. Corporation Income Tax Return, to report their income, gains, losses, deductions, credits and figure their income tax liability.

Form 1120-S

Use Form 1120-S, U.S. Income Tax Return for an S Corporation, to report the income, gains, losses, deductions, credits, and other information of a domestic corporation or other entity for any tax year covered by an election to be an S corporation.

Form 1065

Form 1065 is used to report the income of every domestic partnership (syndicates, groups, pools, joint ventures, etc. and every foreign partnership doing business in the U.S. or receiving income from U.S. sources).

Payroll Tax Returns

Form 940, Employer's Annual Federal Unemployment (FUTA) Tax Return

Form 940 is used by employers to file annual Federal Unemployment Tax Act (FUTA) tax.

Form 941, Employer's Quarterly Federal Tax Return

Employers use Form 941, Employer's Quarterly Federal Tax Return, to report income taxes, Social Security tax, or Medicare tax withheld from employee's paychecks and pay the employer's portion of Social Security or Medicare tax.

Form 941-X, Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund

Use Form 941-X, Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund, to correct errors on a Form 941 you previously filed.

Form 943, Employer's Annual Federal Tax Return for Agricultural Employees

File Form 943, Employer's Annual Federal Tax Return for Agricultural Employees, if you paid wages to one or more farmworkers and the wages were subject to social security and Medicare taxes or federal income tax withholding.

Form 944, Employer's Annual Federal Tax Return

Form 944, Employer's Annual Federal Tax Return, is designed so the smallest employers (those whose annual liability for social security, Medicare, and withheld federal income taxes is $1,000 or less) will file and pay these taxes only once a year instead of every quarter.

Form 944-X, Adjusted Employer's Annual Federal Tax Return or Claim for Refund

Use Form 944-X, Adjusted Employer's Annual Federal Tax Return or Claim for Refund, to correct errors on a previously filed Form 944.

Authorization Forms

Form 8821 Tax Information Authorization

Form 8821 authorizes an individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information verbally or in writing for the type of tax and the years or periods you list on Form 8821. Form 8821 is also used to delete or revoke prior tax information authorizations.

Form 2848, Power of Attorney and Declaration of Representative

Use Form 2848, Power of Attorney and Declaration of Representative, to authorize an individual to represent you before the IRS. The authorized individual must be eligible to practice before the IRS. Your authorization of an eligible representative will also allow that individual to request and inspect your confidential tax information.

Publication 4245, Power of Attorney Preparation Guide

Publication 4245, Power of Attorney Preparation Guide, educates taxpayers and practitioners on the fields that are required on the Form 2848. It also alerts customers on the most common reasons why a Form 2848 is rejected.

Collections & Payment Agreement Forms

Form 9465, Installment Agreement Request

Form 9465 is used by taxpayers to request a monthly installment plan if they cannot pay the full amount of tax they owe.

Form 656, Offer in Compromise

Form 656, Offer in Compromise, is intended for tax professional use only and is submitted as an offer to compromise tax liabilities plus any interest, penalties, additions to tax, and additional amounts required by law.

Form 656-B, Form 656 Booklet Offer in Compromise

Form 656-B, Offer in Compromise Booklet, will lead you through a series of steps to help you calculate an appropriate offer based on your assets, income, expenses, and future earning potential.

Extension Forms

Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return

Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return, is used by individuals to apply for six (6) more months to file Form 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ. A U.S. citizen or resident files this form to request an automatic extension of time to file a U.S. individual income tax return.

Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns

Form 7004 is used to request an automatic 6-month extension of time to file the returns shown on the form.

Other Misc Forms

Form W-2, Wage and Tax Statement (Info Copy Only)

Form W-2, Wage and Tax Statement, is filed by employers to report wages, tips, and other compensation paid to employees as well as FICA and withheld income taxes.

Form W-4, Employee's Withholding Certificate

Form W-4, Employee's Withholding Certificate, is completed by employees and given to their employer so their employer can withhold the correct federal income tax from the employee's pay.

Form W-9, Request for Taxpayer Identification Number and Certification

Form W-9 is used by U.S. persons to provide correct taxpayer identification number (TIN) to payers (or brokers) who are required to file information returns with IRS.

Form 1099-MISC, Miscellaneous Income

Form 1099-MISC, Miscellaneous Income, is used to report rents, royalties, prizes and awards and other fixed determinable income.

Form 4506-T

Request for Transcript of Tax Return Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.

Form SS-4

Application for Employer Identification Number (EIN) Use this form to apply for an employer identification number (EIN).

Form 720, Quarterly Federal Excise Tax Return

Use Form 720, Quarterly Federal Excise Tax Return, and attachments to report your liability by IRS No. and pay the excise taxes listed on the form. If you report a liability on Part I or Part II, you may be eligible to use Schedule C to claim a credit.

Form 945, Annual Return of Withheld Federal Income Tax

Use Form 945 to report federal income tax withheld (or required to be withheld) from nonpayroll payments.

Form 911, Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order)

Form 911, Request for Taxpayer Advocate Service Assistance (And Application for Taxpayer Assistance Order)

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