Tax Forms & Worksheets
Click on any form to download:
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Federal & State Income Tax Forms
- Federal Tax Forms & Publications
- Virginia Tax Publications
- North Carolina Income Tax Forms
- Other State Tax Forms
Tax Related Forms
- Excel Calculator SAMPLE
- BUSINESS AND MEDICAL EXPENSE TEMPLATE
- Business Mileage Log (in Excel format)
- Business Mileage Log (in PDF format)
- Non-Cash Contributions Fill-in Page (in Excel format)
- Non-Cash Contributions Fill-in Page (in PDF format)
- Donation Value Gudie
Insolvency Worksheets
- Insolvency Worksheet (Excel Format)
- Insolvency Worksheet (PDF Format)
- Household Goods Inventory Worksheet (Excel Format)
- Household Goods Inventory Worksheet (PDF Format)
Employee Management Forms for Businesses
IMPORTANT: ALL of the following forms are required for any new employeees when Heritage Income Tax Service, Inc. is providing your payroll services!
- Employer Instructions (This is a review of the requirement for all of the forms below)
- I-9 – Employment Eligibility Verification
- W-4 – Federal Withholdings Allowance Certificate
- VA-4 – Virginia Withholdings Allowance Certification
- Direct Deposit form for Payroll (ONLY required if employer & employee both request Direct Deposit services)
- Information sheet for new employee
Some Additional Employee Management Forms for Businesses
- Employer Information Sheet
- Contractor Information Sheet
- Get a Federal Employment Identification Number
- Get A Virginia Employment Identification Number
- Handbook for Employers (Instructions for completing the I-9)
- Virginia New Hire Reporting
- W-9 – Request for Taxpayer ID Number
- Excel Record Keeping Spreadsheet
- Instructions for Excel Record Keeping Spreadsheet
- Credit Card Authorization Form
