Modules

Affordable Care Act: Notice to Employee of Coverage Options

The Affordable Care Act has a provision requiring employers to furnish their employees with a notice regarding the availability of health insurance through the health insurance exchanges and informat…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 1 - Commercial Employer Account Registration and Update Form

The Commercial Employer Account Registration and Update Form (DE 1) is for new employers to register with the Employment Development Department (EDD) and existing employers to make updates to their b…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 1 HW - Employers of Household Workers Registration and Update Form

The Employers of Household Workers Registration and Update Form, DE 1HW, is for new employers to register with the Employment Development Department (EDD) and existing employers to make updates to th…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 1245W - E-File and E-Pay Mandate Waiver Request

This form is used to request an exemption from the e-file and e-pay mandate which requires employers to file their employment tax returns, wage reports, and payroll tax deposits electronically. Click…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 2251A - Affidavit of Mailing

This form provides an affidavit of mailing your tax return in a timely manner. Click the link to see the form instructions.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 34 - Report of New Employee(s)

Federal law requires all employers to report all newly hired employees, who work in California, to the Employment Development Department (EDD) within 20 days of their start-of-work date, which is the…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 4 - Employee's Withholding Allowance Certificate

This certificate, DE 4, is for California Personal Income Tax (PIT) withholding purposes only. The DE 4 is used to compute the amount of taxes to be withheld from your wages, by your employer, to acc…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 48 - Power of Attorney

This DE 48 is your written authorization for an individual or other entity to act on your behalf in tax and/or benefit reporting matters, and will remain in effect until it is rescinded or revoked. W…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 542 - Report of Independent Contractor(s)

Any business or government entity (defined as a “Service-Recipient”) that is required to file a federal Form 1099-MISC for service performed by an independent contractor (defined as a “Service-Provid…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

CA Form DE 89 - Employer of Household Worker Election Notice

This module contains California Form DE 89, Employer of Household Worker Election Notice. This form must be completed in order to file employment taxes for household workers annually instead of quart…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Cover Letter

The steps below describe the cover letter which encompasses the 941/940 Payroll, W-2/1099, and Payroll Corrector programs. This module generates a cover letter with instructions to the client pertain…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Fax Transmission Cover Sheet

This module allows the user to prepare a quick cover sheet for a fax document.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Florida Form RTS-3, Employer Account Change Form

This module contains Florida Form RTS-3, Employer Account Change Form. This form is to change your address or account status. The change applies to reemployment tax.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form 1094-B / 1095-B

These modules contain Form 1094-B - Transmittal of Health Coverage Information Returns, and Form 1095-B - Health Coverage. Recipients must receive their copy of Form 1095-B by January 31. The IRS cop…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form 1094-C / 1095-C

These modules contain Form 1094-C - Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns, and Form 1095-C - Employer-Provided Health Insurance Offer and Coverage.…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form 2848 - Power of Attorney and Declaration of Representative

Use Form 2848 to authorize an individual to represent you before the IRS. The individual you authorize must be eligible to practice before the IRS. Form 2848, Part II, Declaration of Representative,…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form 8809, Application for Extension of Time To File Information Returns

Use Form 8809 to request an initial or additional extension of time to file only the forms shown on line 6 for the current tax year. Click the link to see the form instructions.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form 8821, Tax Information Authorization

Form 8821 authorizes any 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 a…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form 8822-B - Change of Address - Business

Use Form 8822-B to notify the Internal Revenue Service if you changed your business mailing address, your business location, or the identity of your responsible party. Also, any entities that change…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form 8952 - Application for Voluntary Classification Settlement Program (VCSP)

Use Form 8952 to apply for the Voluntary Classification Settlement Program. The VCSP provides an opportunity for taxpayers to voluntarily reclassify workers as employees for federal employment tax pu…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form I-9, Employment Eligibility Verification

Employers must complete Form I-9 to document verification of the identity and employment authorization of each new employee (both citizen and noncitizen) hired after November 6, 1986, to work in the…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form SS-4 - Application for Employer Identification Number

Use Form SS-4 to apply for an EIN. An EIN is a 9-digit number (for example, 12-3456789) assigned to sole proprietors, corporations, partnerships, estates, trusts, and other entities for tax filing an…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Form W-4 - Employee's Withholding Allowance Certificate

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. If too little is withheld, you will generally owe tax when you file your tax return and may owe a pe…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

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

An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Invoice Generator

This module will generate an invoice for the preparer quickly. The user must first complete the setup input screen and then select PRINT/PREVIEW from the FILE menu. The invoice document is loaded int…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Memo

This module allows the user to prepare a quick memo for a client.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

NY Form DTF-95 - Business Tax Account Update

Use Form DTF-95 to correct or update certain business tax records with the New York State Department of Taxation and Finance (Tax Department). You must complete a separate form for each tax type that…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

NY Form DTF-96 - Report of Address Change for Business Tax Accounts

If not doing so online, use Form DTF-96 to correct or change your business location (physical address) or mailing address, or both, for business tax accounts on record with the New York State Departm…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

NY Form POA-1 - Power of Attorney

Use Form POA-1, Power of Attorney, when you want to give one or more individuals the authority to obligate or bind you, or appear on your behalf. You may only appoint individuals (not a firm) to repr…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

NY Form TR-2000 - E-ZRep Tax Information Access and Transaction Authorization Form

The Tax Information Access and Transaction Authorization Form (TR-2000) allows your tax professional to receive and access your tax information and perform a list of delegated transactions on your be…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Paycheck Withholding Calculator

2020 brought major changes to federal withholding calculations and Form W-4. See the IRS FAQ on Form W-4 to answer your questions about the changes. Also see IRS Pub 15-T to see how withholding is ca…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Statement of Account

A simple accounts receivable statement showing Date of item, Description of services rendered, Charges to the account, and Credits or payments. A running Account Balance is calculated automatically.…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

To Do List

This module provides the user with a quick way to assign tasks and record progress on them in the form of a To Do List.

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Withholding Tax Rate Tables

This input screen is accessed from the Paycheck Withholding Calculator and the Live Payroll grid Withholding tab. Paycheck Withholding Calculator access: Live Payroll grid Withholding tab access: Cus…

Greg Hatfield
Updated 1 month ago by Greg Hatfield

Contact