Documents and Forms

Business

Employee Forms:

Federal:
Form W-4 (2016) – Personal Allowances Worksheet and Employee’s Withholding Allowance Certificate: PDF
Form I-9 – Employment Eligibility Verification: PDF

Indiana State:
Form WH-4 – Employee’s Withholding Exemption and County Status Certificate: PDF

Ohio State:
Form IT 4 – Employee’s Withholding Exemption Certificate: PDF

Other:
Employee Form – Authorization for Direct Deposits: PDF

Miscellaneous:

Daily cash register balancing sheet: PDF
Sales tax exemption certificate – general: PDF
Sales tax exemption certificate – dealer to dealer: PDF

Individuals

Tax clients we haven’t met yet:

Short Tax Organizer Worksheet: PDF
Expanded Tax Organizer Worksheet: PDF
 
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