Client Forms
  • Employee Setup
    Required to setup a new employee.  (If some information is provided on other forms, such as the W4, feel free to skip over those areas.) 
  • Form W-4
    Required for new employee setup and for employee changes to federal income tax withholding. 
  • Form I-9
    Required for new employee.  Be sure to obtain copies of supporting documentation, which are outlined on page 5.  In addition, do not file with personnel records, but rather in separate location which is easily accessible. 
  • Form W-11
    Required for new employee who makes you eligible for the HIRE Act tax break. 
  • Form W-5
    Required for any employee who requests the Advance EIC payment. 
  • Direct Deposit Authorization
    Required from any employee who wants direct deposit or needs to make changes on existing direct deposit. 
  • MS State Tax Withholding
    Required from any employee who lives in MS. 
  • TN Separation Notice
    Required for any employee who works in TN.