Exactly what to ask clients for, item by item — and one click from becoming a request in ClientCollect.
Form 4506-C is used to authorize a lender or their agent to obtain your tax transcript directly from the IR...
Form 4506-T requests a transcript — a summary — of your tax return from the IRS, at no charge. Lenders, age...
Form 8655 authorizes a reporting agent — often a payroll provider or bookkeeper — to sign and file certain ...
Form 8821 lets you authorize a person or firm to inspect or receive your confidential tax information for t...
Form 8879 is the IRS e-file Signature Authorization — it's how you authorize your tax preparer (an Electron...
Form 9465 requests a monthly installment plan for a tax balance you can't pay all at once. It lets you prop...
Form SS-4 is the application for an Employer Identification Number (EIN) — the federal tax ID a business, e...
Form W-4 tells your employer how much federal income tax to withhold from each paycheck. New hires complete...
Form W-8BEN lets a non-US individual certify they're a foreign person and, where a tax treaty applies, clai...
Form W-9 is how a business collects your correct Taxpayer Identification Number (TIN) so it can report the ...