Items to Bring to Your Tax Appointment:
Personal (PDF)
Business*/Rental (PDF)
* Sole Proprietors, Partnerships, Corporations, LLC’s
Business Forms
- CLM Accounting Consent Form (.doc)
- New Health Insurance Marketplace Coverage Options Form (PDF)
- NYS Notice of Payrate and Payday (Hourly Workers) (PDF)
- NYS Notice of Payrate and Payday (Salaried Workers) (PDF)
- NYS New Hire Reporting (External Link)
- Employer Identification Number (External Link)
- Employment Verification Form I-9 (PDF)
- Form W-9 (request for ID number) (PDF – External Link)
- W-4 Federal Employee’s Withholding Certificate (PDF – External Link)
- NYS Employee Withholding form IT-2104 (PDF – External Link)
- NYS Sales Tax Rate Lookup (by address) (External Link)
- Per Diem Rates Lookup (External Link)
- STAR Application (property tax reduction) (PDF – External Link)
- Federal electronic payment system (EFTPS) (External Link)
- NYS Sales tax capital improvements vs. repairs for contractors publication (PDF – External Link)
2023 Important Numbers
- Federal Mileage Reimbursement Rate: 65.5 cents per mi
- IRA Contribution Limit: $6,500 ($7,500 if age 50 or older)
- 401(K) Elective Salary Deferral Limit: $22,500 ($30,000 if age 50 or older)
- SIMPLE IRA Contribution Limit: $15,500 ($19,000 if age 50 or older)
- Maximum earnings subject to Social Security Tax: $160,200
2022 Important Numbers
- Federal Mileage Reimbursement Rate: 58.5 cents per mile January 1 to June 30, 62.5 cents per mile July 1 to December 31
- IRA Contribution Limit: $6,000 ($7,000 if age 50 or older)
- 401(K) Elective Salary Deferral Limit: $20,500 ($27,000 if age 50 or older)
- SIMPLE IRA Contribution Limit: $14,000 ($17,000 catch up if age 50 or older)
- Maximum earnings subject to Social Security Tax: $147,000
Important Healthcare Websites and Forms
New York State Healthcare Exchange (Sign-up for healthcare here.)
Federal Health Care Exchange (healthcare.gov)