Resources

Helpful forms and links for payroll, onboarding, and compliance.

Forms & Links Payroll Calendar FAQs
Official links • IRS, USCIS, and DOL

Employee Forms

Form Title Description Agency
W-4 Employee’s Withholding Certificate Employees set federal income tax withholding. IRS Open form
I-9 Employment Eligibility Verification Verify identity and work authorization. USCIS Open form
W-9 Request for Taxpayer Identification Number Contractor SSN/EIN for 1099 reporting. IRS Open form

Employer Payroll Tax Forms

Form Title Description Agency
941 Employer’s Quarterly Federal Tax Return Reports income tax, Social Security, and Medicare withheld. IRS Open form
940 Annual FUTA Tax Return Federal unemployment tax reporting. IRS Open form
944 Annual Federal Tax Return Annual filing option for qualifying small employers. IRS Open form
943 Annual Return for Agricultural Employees Payroll taxes for farm workers. IRS Open form
945 Annual Return of Withheld Federal Income Tax For non-payroll withholding (e.g., pensions, backup). IRS Open form

End-of-Year & Information Returns

Form Title Description Agency
W-2 Wage and Tax Statement Annual employee wage and withholding statement. IRS / SSA Open form
W-3 Transmittal of Wage and Tax Statements Summary sent to SSA with W-2s. SSA / IRS Open form
1099-NEC Nonemployee Compensation Reports contractor payments of $600+. IRS Open form
1096 Annual Summary and Transmittal Paper transmittal for 1099/1098/5498/3921 sets. IRS Open form

Optional / Supporting Forms

Form Title Description Agency
SS-4 Application for EIN Obtain an Employer Identification Number. IRS Open form
8655 Reporting Agent Authorization Authorize a payroll provider to file and deposit on your behalf. IRS Open form
940 Sch A Multi-State & Credit Reduction FUTA schedule for multi-state/credit-reduction employers. IRS Open form

Department of Labor (Wage & Hour)

Form Title Description Agency
WH-347 Certified Payroll Report For federal contracts subject to Davis-Bacon. DOL Open form
WH-516 Payroll Record Template Recordkeeping aid for FLSA compliance. DOL Open form

Payroll Calendar

We’ll post key cutoffs and deposit dates here. (Coming soon.)

FAQs

Common questions about payroll processing, taxes, and onboarding. (Coming soon.)