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Forms and Literature: Most Commonly Used Forms and Information.
Payroll

FORMS:
Form W-4  (2006)  (68 KB)
A-4 - 2006 AZ Employees Withholding (33.5 KB)
I-9 - Employment Eligibility Verification (22.9 KB)
W-9 - Request Tax ID and Certification  (51 KB)
Employee/Contractor(1099) Rate Form  (60.1 KB)
Employee Withholding Data Sheet  (51.5 KB)
Employee Direct Deposit Agreement  (85.7 KB)

SECTION 125 - CAFETERIA PLANS:
Sec. 125 - POP/FLEX Plan Application (119 KB)
Sec. 125 - Plan Application Guide (101 KB)
Sec. 125 - Participant Ref. Guide  (100 KB)
Sec. 125 - Employee Enrollment Form (28.3 KB)
Sec. 125 - Online Enrollment Guide  (97.8 KB)
Sec. 125 - Let's Compare Plans  (8.38 KB)
Sec. 125 - Employee Savings Worksheet  (7 KB) Sec. 125 - Flex Acct. Eligible Expenses  (75 KB)
Accounting & Tax

FORMS:
Form- New Client Information Checklist  (30.7 KB) Form - Cash Payments Summary (22.7 KB)
Form- Credit Card Charges Summary  (64.6 KB)
Form- Fin. Statement Prep. Checklist (22.2 KB)
Sample - Monthly Bank Accounting Report  (10 KB)


ADDITIONAL PUBLICATIONS:
IRS - (Circular E) Employers Tax Guide (376 KB)
IRS - Employers Supplemental Tax Guide (320 KB)






Financial Services

BROKERAGE FORMS:
SSN - Broker/Dealer New Account Form (393 KB)
SSN - Client Brochure (536 KB)

 
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