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)
- Employee W-4 (withholding allowances) (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)
2018 Important Numbers
- Federal Mileage Reimbursement Rate: 54.5 cents per mile
- IRA Contribution Limit: $5,500 ($6,500 if age 50 or older)
- 401(K) Elective Salary Deferral Limit: $18,500 ($24,500 if age 50 or older)
- SIMPLE IRA Contribution Limit: $12,500 ($15,500 if age 50 or older)
- Maximum earnings subject to Social Security Tax: $128,400
2017 Important Numbers
- Federal Mileage Reimbursement Rate: 53.5 cents per mile
- IRA Contribution Limit: $5,500 ($6,500 if age 50 or older)
- 401(K) Elective Salary Deferral Limit: $18,000 ($24,000 if age 50 or older)
- SIMPLE IRA Contribution Limit: $12,500 ($15,500 if age 50 or older)
- Maximum earnings subject to Social Security Tax: $127,200
Important Healthcare Websites and Forms
New York State Healthcare Exchange (Sign-up for healthcare here.)
Federal Health Care Exchange (healthcare.gov)