Download Forms

 

End of Year Form

N.A.M.S., form to record year end tax related information about your business.

 

I-9

Immigration & Naturalization, your employees document their right to work in the US.

 

W-4

IRS, your employees tell you how many withholding allowances they claim on their earnings.

 

SS-4

IRS, Application for Fed. ID # or apply on line by going here.

 

W-9

IRS, to request someone's social security or employers identification number.

 

Circular E

IRS, Employer's Tax Guide. Includes all payroll tax withholding tables.  (2014)

 

Form 7004

IRS, automatic extension of time to file corporate tax return.

 

Form 4868 

Personal Tax Return
Extension

IRS, automatic extension of time to file personal tax return.

 

Consent Forms
Signature is required for individual and joint filer in order for NAMS to prepare returns.

 

Fictitious Name Application

State of Florida, you intend to do business using a name that you have no legal claim to.

Florida Online Fictitious Name
Registration click here.

 

DR1

State of Florida, application has been replaced with an online application Click ME!

 

W C Exemption

State of Florida, application to be exempt from coverage of workers compensation.

 

WC Exemption Instructions

State of Florida, instruction on how to complete workers compensation exemption for businesses.

 

PEBES

Social Security Administration, request for personal earnings and benefit estimate statement from the Social Security Administration.

 

SS-5

Social Security Administration, apply for or change social security number.

  Firefox FTP Instructions Instructions to set up direct computer to computer transfer to and from NAMS using FirefoxFTP.

 

Sales & Income Record

N.A.M.S. form to record sales and income.

 

Cash Paid Out Form

N.A.M.S. form to record cash expenditures that were not reimbursed with checks.

 

Simple Work Sheet

N.A.M.S. form to record expenditures in cash and check before adopting the N.A.M.S. record keeping system.

 

 Tax Planning Questionnaire

 N.A.M.S. form to complete and bring with you to a tax-planning meeting.


Microsoft Excel Required for the Following

 

Sales & Income Record

N.A.M.S. form to record sales and income. To be opened in Excel.

 

Cash Paid out Form

N.A.M.S. form to record cash expenditures that were not reimbursed with checks. To be opened in Excel.

 

Worksheet

N.A.M.S. form to record expenditures in cash and check before adopting the N.A.M.S. record keeping system. To be opened in Excel

     
  If You Are Changing Your Address

Florida Change of Registered Agent  

You must change your registered agent/office address immediately with the state.

IRS Change of Address 8822   

You must change your address with the IRS  when you move.

Department of Business and Professional Regulation    

Visit this site if you are licensed by the state of Florida.

FL DOR UI

If you have a Florida Payroll





If you collect sales tax you must also change
your address with FDOR

Florida Department of Revenue
Account Management
5050 W. Tennessee Street, Tallahassee, FL   32399-0100

Include in your letter your name, certificate #, federal ID# and the
 new information.