Forms, Flowcharts,
& Organizers

ToolBox CS includes more than 80 forms that link directly to the IRS instructions page, in case you have questions.

Healthcare Forms

• Application for Exemption—Instructions
• Application for Exemption for Individuals with Indian Health Care
• Application for Exemption for Members of a Health Care Ministry
• Application for Exemption for Members of Recognized Religious Sects
• Application for Exemption in a State with a Federal Marketplace
• Application for Exemption in a State with a State Based Marketplace
• Application for Exemption for Individuals who are Incarcerated (Detained or Jailed)
• Application for Exemption for Individuals who Experience Hardships
• Application for Health Coverage & Help Paying Costs
• Application for Health Coverage & Help Paying Costs—Instructions
• Application for Health Coverage—No Financial Assistance
• Application for Health Coverage—No Financial Assistance Instructions
• Application for Health Coverage—Short Form
• Application for Health Coverage—Short Form Instructions
• Small Business Health Options Program (SHOP)—Employers

U.S. Government Forms

• 56—Notice Concerning Fiduciary Relationship
• 211—Application for Award for Original Information
• 433-A—Collection Information Statement for Wage Earners and Self-Employed Individuals
• 433-A (OIC)—Collection Information Statement for Wage Earners and Self-Employed Individuals
• 433-B—Collection Information for Businesses
• 433-B (OIC)—Collection Information for Businesses
• 433-D—Installment Agreement
• 433-F—Collection Information Statement
• 656—Offer in Compromise
• 656-L—Offer in Compromise (Doubt as to Liability)
• 656-A—Income Certification for Offer in Compromise
• 656-PPV Offer in Compromise—Periodic Payment Voucher
• 843—Claim for Refund and Request Abatement
• 907—Agreement to Extend the Time to Bring Suit
• 911—Application for Taxpayer Assistance Order
• 952—Consent to Extend the Time To Assess Tax Under Section 332(b)
• 966—Corporate Dissolution or Liquidation
• 982—Reduction of Tax Attributes Due to Discharge of Indebtedness
• 1040-ES—Estimated Tax for Individuals
• 1041-ES—Estimated Tax for Estates and Trusts
• 1045—Application for Tentative Refund
• 1120-H—U.S. Income Tax Return for Homeowners Association
• 1127—Application for Extension of Time for Payment of Tax Due to Undue Hardship
• 1128—Application to Adopt, Change, or Retain a Tax Year
• 1139—Corporation Application for Tentative Refund
• 1310—Statement of Person Claiming Refund for Deceased Taxpayer
• 2290—Heavy Highway Vehicle Use Tax Return
• 2553—Election by a Small Business Corporation
• 2848—Power of Attorney and Declaration of Representative
• 3115—Application for Change in Accounting Method
• 3911—Taxpayer Statement Regarding Refund
• 4419—Application for Filing Information Returns Electronically (FIRE)
• 4466—Corporate Application for Quick Refund of Overpayment of Estimated Tax
• 4506—Request for Copy of Tax Return
• 4506-T-EZ—Short Form Request for Individual Tax Return Transcript
• 4506-T—Request for Transcript of Tax Return
• 4768—Application for Extension of Time to File U.S. Estate Taxes
• 4810—Request for Prompt Assessment: IRC Section 6501(d)
• 4852—Substitute for W-2 or Form 1099-R
• 4868—Automatic Extension of Time to File Individual Return
• 5213—Election to Postpone Determination
• 5304-SIMPLE—Savings Incentive Match Plan for Employees
• 5558—Application for Extension of Time to File Certain Employee Plan Returns
• 7004—Application for Automatic 6-Month Extensions
• 8275—Disclosure Statement
• 8300—Report of Cash Payments Over $10,000 Received
• 8332—Release of Claim to Exemption for Child of Divorced or Separated Parents
• 8379—Injured Spouse Allocation
• 8594—Asset Acquisition Statement
• 8655—Reporting Agent Authorization
• 8716—Selection to Have a Tax Year Other than Required
• 8809—Application for Extension of Time to File Information Returns
• 8821—Tax Information Authorization
• 8822—Change of Address
• 8822-B—Change of Address–Business
• 8832—Entity Classification Election
• 8857—Request for Innocent Spouse Relief
• 8867—Paid Preparer's Earned Income Credit Checklist
• 8868—Application for Extension of Time to File Exempt Organization Return
• 8919—Uncollected Social Security and Medicare Tax on Wages
• 8944—Preparer E-File Hardship Waiver Request
• 8950—Application for Voluntary Correction Program (VCP)
• 8951—Fee for Application for Voluntary Correction Program (VCP)
• 8952—Application for Voluntary Class Settlement Program (VCP)
• 9423—Collection Appeal Request
• 9465—Installment Agreement Request
• 12153—Request for a Collection Due Process Hearing
• 12203—Request for Appeals Review
• 12256—Withdrawal of Request for Collection Due Process or Equivalent Hearing
• 12507—Innocent Spouse Statement
• 12509—Statement of Disagreement
• 13711—Request for Appeal of Offer in Compromise
• 13844—Application for Reduced User Fee for Installment Agreements
• 14039—Identity Theft Affidavit
• I-9—Employment Eligibility Verification
• SS-4—Application for Employer ID Number
• SS-5—Application for Social Security Card
• SS-8—Determination of Worker Status for Federal Taxes
• TD F 90-22.1—Report of Foreign Bank and Financial Accounts
• W-4—Employee's Withholding Allowance Certificate
• W-4P—Withholding Certificate for Pension or Annuity
• W-4V—Voluntary Withholding Request
• W-7—Application for IRS Individual Taxpayer ID Number
• W-9—Request for Taxpayer ID Number and Certification
• W-10—Dependent Care Provider's ID and Certification
• W-12—IRS Paid Preparer Tax Identification Number (PTIN)

Tax Flowcharts

Used for client presentations or your own needs, the step-by-step walk-through will take you from issue to solution.

• Alimony Decision
• American Opportunity Credit (IRS Publication 970)
• Backup Withholding—Incorrect Name/TIN
• Backup Withholding—Missing TIN (IRS Publication 1281)
• Business Use of the Home (IRS Publication 587)
• Child and Dependent Care Credit—Who Qualifies? (IRS Publication 17)
• Child's Income—Elect to Report on Parent's Return (IRS Publication 17)
• Child's Income—Is Form 8615 Required?
• Classification Process under "Check-the-Box" Regulations
• Credit for the Elderly or Disabled (IRS Publication 17 and 524)
• Dependency Exemption
• Dependency Exemption—Special Rules for Divorced Parents
• Dependent Status for Children of Divorced or Separated Parents
• Earned Income Credit
• Education Expenses—Work-Related (IRS Publication 17 and 970)
• EIN—Ownership and Structure Changes Requiring New EIN
• EIN—When is One Needed?
• Employee Commuting—Business or Personal
• Estimated Tax—Farmers and Fishermen
• Estimated Taxes—General Rules (IRS Publication 17)
• Estimated Tax—Optional Methods (IRS Publication 225 and 533)
• Family-Owned Business—Covered and Exempt Employment
• Filing Status
• Foreign Earned Income and Housing Exclusion
• Form 2106—Who Must File? (Form 2106 Instructions)
• Inherited IRA—Death after Required Beginning Date
• Inherited IRA—Death before Required Beginning Date
• Innocent Spouse Relief—Equitable Relief
• Innocent Spouse Relief—Separate Liability Election
• IRA Contributions and Deductions
• Lifetime Learning Credit (IRS Publication 970)
• Like-Kind Exchange
• Material Participation
• Meal and Entertainment Expenses—50% Limit (IRS Publication 17)
• Medical Reimbursement—Is Excess Taxable? (IRS Publications 17 and 502)
• Mixed Use Dwelling—Tax Treatment
• Mortgage Loan—Deductible Interest (IRS Publication 17)
• Mortgage Loan—Deductible Points (IRS Publications 17, 530, and 936)
• Moving Expenses (IRS Publication 17)
• Multiple Support Agreement (IRS Publication 504)
• PALs—Real Estate Professional and Rental Activities
• Payroll Tax Deposits
• Qualifying Child
• Qualifying Relative for Dependency Exemption
• Reporting Sales of Business Property (Form 1040)
• Roth IRA—Qualified Distributions (IRS Publication 590)
• Student Bond Interest
• Student Loan Interest Deduction
• Withholding—Exemption

Office Documents

Stocked with a variety of office documents, ToolBox CS reduces the number of places you have to go to get the job done.

• Contact Log Sheets
• Fax Cover Sheets
• Invoices
• Memos
• Missing Information Sheets
• Statement of Accounts
• To do lists

Tax Organizers

Business Tax

• Corporation
• Corporation Short-Form
• Partnership
• Partnership Short-Form
• S-Corporation
• S-Corporation Short-Form

Individual Tax

• 1040 Tax Organizer (Available January 2015)
• Airline Personnel
• Alien (Non-U.S. Citizen)
• Daycare Provider
• Direct Sellers
• Estate Tax
• Expatriate
• Farmers
• Fiduciary Tax—Initial Year
• Fiduciary Tax—Subsequent Years
• Gift Tax
• Long Haul Truckers and Overnight Drivers
• Oil and Gas Income and Deductions
• Realtors

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