Tax Forms & Information

Tax Information

We receive many questions regarding the standard mileage rate, tax rates, 401k and IRA limits, social security limits and other related questions. To provide the answers to these questions in one location, we have created a quick reference guide. Click on the link below to view it. It is in Adobe Acrobat Reader file. If you do not have this program, click here to download it - it's free!

• 2010-2011 Tax Quick Reference Guide

Common Tax Forms

Visit the IRS website which lists all forms available: IRS Form Repository.
Visit the New York State Department of Tax and Finance website which lists all forms available: NYS Tax & Finance Website.

IRS Tax Forms - Income Tax / Payroll / Withholding / Other

• 1040-ES - Estimated Tax for Individuals
• Form W-4 Employee's Withholding Allowance Certificate
• Form W-4P Withholding Certificate for Pension or Annuity Payments
• Form SS-4 Application for Employer Identification Number
• Form SS-4 Instructions

Complete Form SS-4 online at the IRS web site

New York State - Income Tax

• IT-2105-MN Estimated Income Tax Payment Voucher / Instructions

New York State - Payroll / Withholding Tax

• IT-2104 Employee's Withholding Allowance Certificate and Instructions
• IT-2104-P Annuitant's Request for Income Tax Withholding

New York State - Sales Tax

• DTF-17 Application for Registration as a Sales Tax Vendor / Instructions
• Online Application for Registration as a Sales Tax Vendor
• ST-120 Resale Certificate

Tax Calendar

Feb 28, 2012 - File Forms 1098, 1099 and W-2G for payments made during 2011

Feb 28, 2012 - File Form W-3 with Copy A of all Forms W-2 issued for 2011

Feb 28, 2012 - File Form 2290 and pay the tax for corporate vehicles first used in January

Mar 15, 2012 - File Form 1098, 1099 and W-2G for payments made during 2011.

Mar 15, 2012 - File Form 1120 for 2011 calendar year and pay any tax due.

Mar 15, 2012 - File Form 1120S for 2011 and pay any tax due.

Mar 15, 2012 - Furnish Form Schedule K-1 to each shareholder/partner

Mar 15, 2012 - File 1120-POL or file Form 7004 to request an automatic six-month extension

Mar 31, 2012 - Electronically file Forms W-2, W-2G, 1098, 1099, and 8027

Mar 31, 2012 - File Form LM-2

Mar 31, 2012 - File Form LM-10

Mar 31, 2012 - File Form LM-30

Apr 16, 2012 - Corporate estimated tax payment due

Apr 16, 2012 - Individual tax returns due or file Form 4868 for an automatic 6-month extension

Apr 16, 2012 - First installment of individual estimated tax payments due

Apr 16, 2012 - File Form 990-T (401(a) defined trusts) or file form 8868 request for automatic 6 month extension

May 02, 2012 - File Form 941 for the first quarter of 2011

May 02, 2012 - Deposit FUTA tax owed through March if more than $ 500

May 15, 2012 - File Form 990, 990EZ or 990N, 990PF, 990-T or File Form 8868 to request an automatic 3 month extension

May 15, 2012 - File Form 990-T or file Form 8868 for automatic 6 month extension of time to file