Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

When should this form be used?

Consider completing a new Form W-4 each year and when your personal or financial situation changes.

Form W-4, Employee’s Withholding Allowance Certificate

OMB No. 1545-0074

When should this form be used?
Only employees who meet all the requirements of a qualified employee
may complete this affidavit or similar statement. You cannot claim the HIRE Act benefits, including the payroll tax exemption or the new hire retention credit, unless the employee completes and signs this affidavit or similar statement under penalties of perjury and is otherwise a qualified employee.

Form W-11, Hiring Incentives to Restore Employment (HIRE) Act

Form 941, Employer’s Quarterly Federal Tax Return.

Related Calendar Entry:

• For: Businesses
• Date: Monday, August 2nd 2010
• Affects: All employers
• Notes: Second quarter payroll taxes due.
• Add to Google Calendar | Download iCal

• For: Businesses
• Date: Monday, November 1st 2010
• Affects: All employers
• Notes: Third quarter payroll taxes due.
• Add to Google Calendar | Download iCal

• For: Businesses
• Date: Monday, January 31st 2011
• Affects: All employers
• Notes: Fourth quarter payroll taxes due.
• Add to Google Calendar | Download iCal

• For: Businesses
• Date: Saturday, April 30th 2011
• Affects: All employers
• Notes: First quarter payroll taxes due.
• Add to Google Calendar | Download iCal

• For: Businesses
• Date: Sunday, July 31st 2011
• Affects: All employers
• Notes: Second quarter payroll taxes due.
• Add to Google Calendar | Download iCal

• For: Businesses
• Date: Monday, October 31st 2011
• Affects: All employers
• Notes: Third quarter payroll taxes due.
• Add to Google Calendar | Download iCal

• For: Businesses
• Date: Tuesday, January 31st 2012
• Affects: All employers
• Notes: Fourth quarter payroll taxes due.
• Add to Google Calendar | Download iCal

Use Form SS-4 to apply for an employer identification number (EIN). An EIN is a nine-digit number (for example, 12-3456789) assigned to sole proprietors, corporations, partnerships, estates, trusts, and other entities for tax filing and reporting purposes. The information you provide on this form will establish your business tax account.

When should this form be used?

File Form SS-4 if the applicant entity does not already have an EIN but is required to show an EIN on any return, statement,
or other document.

Form SS-4, Application for Employer Identification Number
or
File Online

OMB No. 1545-0003; Rev. January 2010

Use Form 2848 to authorize an individual to represent you before the IRS.

When should this form be used?

Use Form 8821, Tax Information Authorization, if you want to authorize an individual or organization to receive or inspect your confidential tax return information, but do not want to authorize the individual or organization to represent you before the IRS.

Form 2848, Power of Attorney and Declaration of Representative

OMB No. 1545-0150; Cat. No. 11980J; Rev. October 2011

A person who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.

When should this form be used?

Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN to the person requesting it (the requester) and, when applicable, to:

1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued),
2. Certify that you are not subject to backup withholding, or
3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on
   foreign partners’ share of effectively connected income.

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

Cat. No. 10231X; Rev. December 2011

The purpose of this form is to document that each new employee (both citizen and noncitizen) hired after Novemeber 6, 1986, is authorized to work in the United States.

When should this form be used?

All employees (citizens and noncitizens) hired after November 6, 1986, and working the United States must complete Form I-9.

Form I-9, Employment Eligibility Verification

OMB No. 1615-00047; Expires 08/31/12