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INDIVIDUAL TAX RETURN DROP-OFF FORMS AND PROCEDURES

PLEASE READ - These are the same questions that are on our LINK System (automated drop-off).  It is more efficient to click the box on a device than to write out each answer.  We have tried to use shortened drop-off forms in the past.  Inevitably some will not review their address, phone number, dependent list or bank Info and later we find out the information is incorrect.  If the entire drop-off form is not complete, someone from our office will call and read the questions over the phone.  We must also have a signed engagement letter.

Engagement Letter

Drop-off Questions

 

Form 8332 is for a Custodial Parent to release an exemption to a Non-Custodial Parent 

Form 8332 Custodial Release

 

EMPLOYER FORMS

Form W-4

Illinois W-4

Form I-9 

Required Posters

New Hire Reporting

 

CONTRACTOR FORMS

Form W-9

Form SS-8

 

SALES TAX FORMS

Certificate of Resale CRT-61

Use Tax ST-44

Other Illinois Sales Tax Forms

Illinois Tax Rate Finder

My Tax Illinois