Info Center
Below you will find frequently requested forms and documents along with helpful tools for gathering your tax return information. You can upload your source documents, checklists and questionnaire through your NetClient portal.
Engagement Letter (Required)
Consent to Disclosure of Tax Return Information
Business Tax
- Corporate Checklist
- Business Schedules
- Home Based Business Info.
- Rental Property Information
- Child Tax Credit and Head of Household
- Corporate Client Template
Personal Tax
- Individual Tax Checklist (required)
- Client Tax Organizer (required)
- Good Will Deductions
- Salvation Army Deductions
- Records Retention Schedule
- List of Acceptable Rental Expenses and Write-offs
Tax Coupons
- MD – Personal Estimated Tax- PV
- MD – Corporate Declaration of Estimated Tax – 500D
- VA – Individual Estimated Tax Coupon
Tax Extensions
Template Agreements/Contracts/etc.
- Subcontractor Agreement
- Template rental agreement
- Vehicle Lease Template
- Articles of Dissolution
- Trade Name Application
- Articles of Amendment
New Employee Forms
- New Federal W-4 Form
- Federal W-9 Request for Taxpayer Identification Number and Certification
- Federal I-9 Employment Eligibility Verification
- MD Employee’s Withholding Exemption Cert. (MW507)
- MD – New Hire Registry Reporting Form
- PA – New Hire Reporting Form
- VA – New Hire Reporting Form
- VA-4 Employee’s Income Tax Withholding Exemption Certificate and Personal Exemption Worksheet
- WV – New Hire Reporting Form
- WV – Withholding Exemption Form