Client Tax Forms and Checklists

Individual tax organizer and worksheets

• Individual Tax Organizer (fillable PDF)

  Our full 2026 individual tax organizer is a fillable PDF you can complete on your computer before your appointment. Save it as you go, then upload the completed organizer and your tax documents through the Client Portal (Canopy), never by email.

  Fillable PDFDownload PDF Individual Tax Organizer (fillable PDF)

• Rental Property Income & Expense Worksheet

  Complete one worksheet per rental property to gather yearly income, expenses and property-use information. Upload each completed worksheet and supporting statements through the Client Portal (Canopy).

  How to use this download

  1. Fill in your name, tax year, property address and owner information.
  2. Enter yearly totals for each applicable line and check “Records” when support is available.
  3. List improvements and equipment separately from repairs; include the date each item was placed in service. Gather prior depreciation information for new clients, mortgage statements, property-tax records and other applicable support.

  Related articles

  • Tax checklist: what to bring to your tax appointment
  • Tax season timeline: when to send us your documents
  • Quarterly estimated taxes: who has to pay and how much
  PDFDownload PDF Rental Property Income & Expense Worksheet

Business forms

• Schedule C Business Income & Expenses

  For sole proprietors, 1099 independent contractors and single-member LLCs, this worksheet gathers yearly business income and expenses. Upload the completed worksheet and supporting records through the Client Portal (Canopy).

  How to use this download

  1. Fill in your name, tax year and business information.
  2. Enter yearly totals for the lines that apply, leaving other lines blank. Check “Records” when you have receipts or statements.
  3. Gather income records, 1099 forms, expense support, equipment invoices, a mileage log and estimated-tax payment records as applicable.

  Related articles

  • Deductible business expenses checklist
  • Why clean books save you money at tax time
  • Tax checklist: what to bring to your tax appointment
  PDFDownload PDF Schedule C Business Income & Expenses

Common IRS and state forms

Official agency links for frequently requested tax forms and payment resources. Forms open on the agency website; we do not host copies. Check the tax year and agency instructions before using a form.

For starting a job or vendor work

• IRS Form W-9

  Request for a taxpayer identification number and certification for information reporting.

  Web page · agency siteOpen IRS Form W-9 (opens agency website)

• IRS Form W-4

  Employee certificate used to determine federal income tax withholding.

  Web page · agency siteOpen IRS Form W-4 (opens agency website)

For estimated tax payments

• IRS Form 1040-ES

  Federal estimated income tax worksheets, instructions and payment vouchers for individuals.

  Web page · agency siteOpen IRS Form 1040-ES (opens agency website)

• IRS Direct Pay

  Official service for paying federal taxes directly from a bank account.

  Web page · agency siteOpen IRS Direct Pay (opens agency website)

• IRS online account

  View federal tax account information, payment history and payment options.

  Web page · agency siteOpen IRS online account (opens agency website)

• Maryland Form PV / 502D (2026 PDF)

  Maryland personal tax payment voucher, including estimated payments identified as 502D.

  PDF · agency siteOpen Maryland Form PV / 502D (2026 PDF) (opens agency website)

• Maryland Comptroller payment options

  Official Maryland Tax Connect information for individual tax payments and account services.

  Web page · agency siteOpen Maryland Comptroller payment options (opens agency website)

• Virginia Form 760ES (2026 PDF)

  Virginia estimated income tax payment vouchers and instructions for individuals.

  PDF · agency siteOpen Virginia Form 760ES (2026 PDF) (opens agency website)

• DC Form D-40ES (2026)

  District of Columbia estimated individual income tax vouchers and instructions.

  Web page · agency siteOpen DC Form D-40ES (2026) (opens agency website)

For tax records and authorization

• IRS Form 4506-C

  Request for a tax return transcript through the IRS Income Verification Express Service (IVES).

  Web page · agency siteOpen IRS Form 4506-C (opens agency website)

• IRS Form 4506-T

  Request for tax return transcripts and certain other IRS tax records.

  Web page · agency siteOpen IRS Form 4506-T (opens agency website)

• IRS Form 8821

  Authorization for a designated person or organization to inspect or receive specified tax information; not authorization to represent you.

  Web page · agency siteOpen IRS Form 8821 (opens agency website)

State withholding forms

• Maryland Form MW507 (2026 PDF)

  Employee certificate used to determine Maryland income tax withholding.

  PDF · agency siteOpen Maryland Form MW507 (2026 PDF) (opens agency website)

• Virginia Form VA-4 (PDF)

  Employee withholding exemption certificate for Virginia income tax.

  PDF · agency siteOpen Virginia Form VA-4 (PDF) (opens agency website)

• DC Form D-4

  Employee withholding allowance certificate, available on the official DC withholding forms page.

  Web page · agency siteOpen DC Form D-4 (opens agency website)

Not sure which form you need? Contact us.

Helpful tax and accounting resources

• Quarterly estimated taxes
• Tax appointment checklist
• Tax-season document timeline

Client tax forms and checklists · Upload documents through the secure Client Portal