Forms & tools

Get ready for your appointment

Fill these in ahead of time and your visit goes faster.

Interview questionnaire

Tell us about your year: income, dependents, deductions. Please bring the completed sheet to your appointment.

Fill in the questionnaire

Dependent qualifications

Who can you claim? Review the rules (relationship, age, residency, support) before we meet.

Check your dependents IRS guide

W-4: single or married filing separately

Employee's withholding certificate, for your employer.

Form W-4 (PDF)

W-4: married filing jointly

Use the same IRS Form W-4; fill in the married-filing-jointly options with your spouse.

Form W-4 (PDF)

IRS withholding estimator

Check whether your paycheck withholding is about right.

Open the estimator