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Worksheets

Helpful Worksheets to Simplify Your Finances
Form 1040 – U.S. Individual Income Tax Return

The main federal income tax form for individuals, reporting income, deductions, credits, and taxes owed.

Schedule C (Form 1040) – Profit or Loss From Business

Used by sole proprietors to report business income and expenses, calculating net profit or loss.

Form 941 – Employer’s Quarterly Federal Tax Return

Employers file quarterly to report payroll taxes withheld, including income tax, Social Security, and Medicare.

Form W-4 – Employee’s Withholding Certificate

Employees complete this to determine how much tax an employer should withhold from their paychecks.

Form W-9 – Request for Taxpayer Identification Number (TIN)

Provided by contractors, freelancers, or vendors to businesses, supplying their TIN for 1099 reporting.

Form SS-4 – Application for Employer Identification Number (EIN)

Used by businesses to obtain a federal EIN, required for opening bank accounts, hiring employees, and filing taxes.

Form 1120-S – U.S. Income Tax Return for S Corporations

Filed by S-corps to report income, losses, and credits, with tax liability passed through to shareholders.

Form 1099-MISC – Miscellaneous Information

Reports payments such as rent, prizes, awards, or contractor income made outside regular employment.

Publication 334 – Tax Guide for Small Business

An IRS guide explaining income, expenses, deductions, and filing requirements for sole proprietors and small businesses.

Form 2290 – Heavy Highway Vehicle Use Tax Return

Required for owners of heavy trucks (55,000+ pounds) to pay the annual federal highway use tax.

Form 720 – Quarterly Federal Excise Tax Return

Filed by businesses to report and pay federal excise taxes on goods and services like fuel, air travel, and certain environmental items.

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