Income Tax Forms
This Form number is what 'C' Corporations File.
Form 1120
This quarterly tax form is what most employers file for their employees.
Form 941
When greeting a taxpayer on the phone, you will provide this number along with your name.
Your Identification or Badge number.
This title is authorized to receive information for their sole proprietorship or Single Member LLC taxed as a disregarded entity.
Owner
When two or more partners make a partnership, they file this Form.
Form 1065
This annual Form is used to report Unemployment taxes for most employers.
Form 940
When placing a taxpayer on the maximum hold time, you should inform them they will be holding between 5 and this many minutes.
7
When a taxpayer cannot obtain an EIN online, they may opt to use this Form to appply by fax or mail.
Form SS-4
This title is appropriate for an account that files a Form 1065.
Partner
Trusts and Estates share this Form in common.
Form 1041
This annual employment tax form is used when an employer has agricultural employees.
Form 943
When a taxpayer requests that you hold, you should advise them that you can hold for up to this many minutes.
2
A taxpayer may opt to use this to apply for an EIN on their behalf.
Third Party Designee
For corporations, you must verify officers can legally bind the company UNLESS they provide this title.
President or CEO
When a corporation becomes an S Corporation, they start to file this form.
Form 1120-S
An employer with less than $1,000.00 in annual employment tax liabilities may opt into filling this form instead of the 941.
Form 944
You are not expected to allow a taxpayer to mistreat you on the phone. You may disconnect the call if they continue to mistreat you after you provide this.
A warning
This mandated IAT tool is required when attempting to locate an EIN.
EIN assignment tool
Priests, Rabbis, Directors, Clerks and Employees are examples of titles authorized for a tax-exempt organization, so long as they confirm they can do this.
Sole proprietors file the Schedule C on this form to report their income.
Form 1040
This tax form is used to report backup withholding, certain gambling winnings, and interest earned from a bank account.
Form 945
Unlike Ready and Inventory 1, you should sparingly use this phone status only as needed, not to be confused with covering a holiday present.
Wrap
A Third Party Designee loses their authority when the EIN in question does this to the Master File.
Posts
Not just a name of a fictional vessel, this title is the primary title for an estate.
Executor