Robert W Morris & Company PC

1099 - NEC Template

1099 - MISC Template

Local LST Exemption Form

Local Certificate of Residence

Employee Direct Deposit Form

Tax Intake Form and Questionnaire

Online Due Diligence and Banking Form

Due Diligence Requirements

(Child Credits, Tuition Credits, Direct Deposit)

2022 Tax Questionnaire

Individual Information Checklist

S Corporation Tax Organizer

Corporate Tax Organizer

Partnership Tax Organizer

Business Deduction Finder

Contribution Finder

IRS Where's My Refund?

Form W-4

Form W-9

Form I-9

Form 1

For employers who offer a health plan to some or all employees.

Form 2

For employers who do not offer a health plan.

Internal Revenue Service

Small Business Administration