Client Forms

The following forms help us to collect necessary information from both new and current clients.

Payroll Client Forms (to provide us with information about you and your employees):
Employer Account Information for Payroll Clients
New Employee Data Sheet
Employee Information Update

Payroll Data Submission Template – Please upload to your client portal not later than 5:00 pm on the 5th business day prior to your scheduled pay day (ex. Monday for Friday payroll)
CFTAS Payroll Submission Form – Weekly Payrolls
CFTAS Payroll Submission Form – Bi-Weekly Payrolls
CFTAS Payroll Submission Form – Semi-Monthly Payrolls
CFTAS Payroll Submission Form – Monthly Payrolls

Payroll Client Forms (For your records only):
IRS Form W-4 (Federal Withholding)
Form NC-4EZ – North Carolina Withholding (for most employees)
Form NC-4 North Carolina Withholding (for employees with more complicated tax situations)
Form NC-4 NRA North Carolina Withholding for Non-Resident Aliens
Federal Form I-9 Employment Eligibility Verification
Direct Deposit Enrollment Form

Contractor Forms and Information (For landlords, vendors, suppliers, subcontractors, etc.):
Vendor/Service Provider Information for Bookkeeping Clients
IRS Form W-9 Request for Taxpayer Identification Number and Certification (for your records only)
IRS Form W-9 Request for Taxpayer Identification Number and Certification Spanish Version (for your records only)
IRS Form W-8 Certificate of Foreign Status (for your records only)
IRS Form W-8 BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) (For your records only)

Individual Income Tax Information Forms:
Questionnaire – Dependents, Head of Household Status and Qualifying Child(ren)
Questionnaire – Education Credits & Deductions
Support Worksheet for Dependents
Worksheet – Cost of Keeping up Your Home
Worksheet – Rental Property Income and Expense
Worksheet – Schedule C Business Income & Expenses
Example – Student Account Statement & How to Find It
Example – HUD statement for real estate sales & purchases
f8332 Release {Revocation of Release] of Claim to Exemption for Child by Custodial Parent