CLIENT FORMS FOR DOWNLOAD

Authorization Agreement Forms

• Authorization Form to Release Private Information to a Third Party
• Authorization Form to Release Income Taxes to a Third Party

Forms for Signing Up Your New Business

• New Business Client Setup Form
• Authorization Form for Smith and Associates to E-File Your Payroll Reports
• Authorization for Smith and Associates to ACH Payments

Forms for Signing Up Your Business for Payroll Processing

• Employee Action Form
• Direct Deposit Form
• W-4 Form
• W-9 Form
• I-9 Form

New Tax Client Forms

• Tax Client Info Sheet
• 2013 Tax Preparation Engagement Letter
• 2014 Tax Preparation Engagement Letter