Federal FORMS AND PUBLICATIONS
All Federal forms, Instructions & publications
All Federal forms, Instructions & publications
All Federal forms, Instructions & publications
Click the link below to navigate to the Internal Revenue Service website to view all of the forms, instructions and publications.
Form 1040
All Federal forms, Instructions & publications
All Federal forms, Instructions & publications
US Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.
Form W-4
All Federal forms, Instructions & publications
Form 1040-ES
Employee's Withholding Certificate
Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.
Form 1040-ES
Form 1040-ES
Form 1040-ES
Estimated Tax for Individuals
Form 1040-ES is used by persons with income not subject to tax withholding to figure and pay estimated tax.
Form W-9
Form 1040-ES
Form 4506-T
Request for TIN and Certification
Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.
Form 4506-T
Form 1040-ES
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 941
Form 9465
Form 941
Employer's Quarterly Federal Tax Return.
Employers who withhold income taxes, social security tax, or Medicare tax from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.
Form W-2
Form 9465
Form 941
Wage and Tax Statement.
Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.
Form 9465
Form 9465
Form 9465
Installment Agreement Request
Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).
Form SS-4
Form SS-4
Form 9465
Application for Employer Identification Number (EIN)
Use this form to apply for an employer identification number (EIN).
Form W-7
Form SS-4
Form W-7
Application for IRS Individual TIN.
Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a SSN.
Form 2848
Form SS-4
Form W-7
Power of Attorney and Declaration of Representative. A separate Form 2848 must be completed for each taxpayer. Form 2848 will not be honored for any purpose other than representation before the IRS.
State FORMS AND PUBLICATIONS
All State forms, instructions & publications
All State forms, instructions & publications
All State forms, instructions & publications
Click the link below to navigate to the State of California Franchise Tax Board website to view all of the forms, instructions and publications.
Form 540
All State forms, instructions & publications
All State forms, instructions & publications
Use to file California resident income tax return.
Form 540 ES
All State forms, instructions & publications
Form 540 2EZ
Use to determine if you owe estimated tax and to figure the required amounts.
Form 540 2EZ
Schedule CA (540)
Form 540 2EZ
Use to file a simple California resident income tax return.
Schedule CA (540)
Schedule CA (540)
Schedule CA (540)
Use to adjust federal adjusted gross income and federal itemized deductions using California law.
Form 593
Form 540 NR
Form 540 NR
Report real estate withholding on sales, estimate loss or no gain on real estate sales, and certify exemption.
Form 540 NR
Form 540 NR
Form 540 NR
Use to report income as a California part-year resident or nonresident.
Form 3514
Form 540 NR
Form 3514
Use to determine whether you qualify to claim the EITC, Child Tax Credit, and Foster Youth Tax Credit.
Sales and Use Tax Forms and Publications (CDTFA)
CDTFA Website
Sales AND Use Tax Return CDTFA-401-A
Sales AND Use Tax Return CDTFA-401-A
Click the link below to navigate to the CDTFA website. You can file your Sales and Use Tax Return, Make a Payment, Prepayment, and Register online.
Sales AND Use Tax Return CDTFA-401-A
Sales AND Use Tax Return CDTFA-401-A
Sales AND Use Tax Return CDTFA-401-A
This form is used by businesses to report and remit sales and use taxes collected at the state, local, and district levels in California.
General Resale Certificate CDTFA-230
Sales AND Use Tax Return CDTFA-401-A
General Resale Certificate CDTFA-230
This certificate allows businesses to purchase goods tax-free for resale, ensuring compliance with California sales tax laws.
need to file an Extension or Filing an Amended return?
Form 4868
Form 4868
Form 4868
Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. Individuals (IRS form 4868) can extend their tax due date to October 15.
Form 7004
Form 4868
Form 4868
Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns. Businesses (IRS form 7004) can extend their tax due date to September 17.
Form 1138
Form 4868
Form 1138
A corporation that expects a net operating loss (NOL) in the current tax year can file this form 1138 to extend the time for payment of tax for the immediately preceding tax year.
Form 8868
File an amended return
Form 1138
This form is used by an exempt organization to request an automatic 6-month extension of time to file its return. Also, the trustee of a trust required to file Form 1041-A or Form 5227 must use Form 8868 to request an extension of time to file those returns.
File an amended return
File an amended return
File an amended return
If you find a mistake after filing your taxes, you may need to amend your return. To see if you should file an amended return: answer these questions on the Should I file an amended return? page.
form 1040-X
File an amended return
File an amended return
Amended U.S. Individual Income Tax Return
Copyright © 2025 Bookkeeping - QuickBooks Pro Advisor - Remote Accounting - All Rights Reserved.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.