Last reviewed: October 5, 2026. Official form pages provide instructions, revisions and updates. Check those details before completing or submitting a form.
Find useful forms, financial worksheets and official filing resources for personal finances, taxes, business administration and consumer matters. The links below identify whether you are opening a downloadable file, an official resource page or an online application.
Choose the version that fits your task. For a tax return, use the form for the tax year being filed—not automatically the current calendar year. For other forms, follow the issuing agency’s instructions about accepted editions. A revision date and an expiration date are not always the same thing.
- Personal Finance and Budgeting
- Federal Individual Tax Forms
- Federal Business and Payroll Forms
- Employer and Hiring Resources
- Business Formation and Compliance
- SBA Loan Forms
- Accounting and Bookkeeping
- Investing and Retirement
- Business Valuation and Exit Planning
- Insurance and Workplace Records
- Legal and Administrative Documents
- Travel and Identification
- Consumer Protection and Complaints
Personal Finance and Budgeting
These Consumer Financial Protection Bureau worksheets are downloadable PDFs. Save a copy before entering information and keep completed worksheets in protected storage.
| Worksheet | Use |
|---|---|
| Cash Flow Budget — PDF | Compare the timing of income and expenses to identify weeks when money may be tight. |
| Bill Calendar — PDF | Organize payment dates and recurring bills. |
| Debt Action Plan — PDF | Compare approaches to reducing debt and plan your next steps. |
| Savings Plan — PDF | Set a savings goal and identify contributions you can maintain. |
For additional worksheets, visit the CFPB’s Your Money, Your Goals toolkit. For help choosing a budgeting method or app, see our DIY Budgeting guide.
Federal Individual Tax Forms
These links open IRS form pages, where you can find downloads, instructions and available prior revisions. Confirm the appropriate tax year before using a form.
| Form | Purpose |
|---|---|
| Form 1040 and Form 1040-SR | Prepare a U.S. individual income tax return with the applicable schedules. |
| Form 1040-ES | Calculate individual estimated tax payments for the applicable year. |
| Form W-4 | Provide federal income tax withholding instructions to an employer. |
| Form W-9 | Provide a taxpayer identification number and required certifications to the requester. |
| Form 4868 | Request an extension to file an individual return. An extension generally does not extend the payment deadline. |
| Form 1040-X | Amend a previously filed individual income tax return. |
| Form 4506-T | Request specified tax transcripts. A transcript is not a photocopy of the complete return. |
Our Free Tax Organizer page currently provides a 2025 tax organizer. Use preparation materials suited to the year you are filing. For filing options and document preparation, visit DIY Tax Preparation.
Federal Business and Payroll Forms
| Form or resource | Purpose |
|---|---|
| Form 1120 | U.S. corporation income tax return. |
| Form 1120-S | Income tax return for an S corporation. |
| Form 1065 | Return of partnership income. |
| Form 2553 | Elect S corporation tax treatment when eligibility and filing requirements are satisfied. |
| Form 941 | Report quarterly federal employment taxes. Use the edition applicable to the reporting period. |
| Form 940 | Report annual federal unemployment tax, when required. |
| Form 8300 Reporting Guide | Review reporting rules for receiving more than $10,000 in cash in a trade or business, in one transaction or related transactions. |
An LLC’s federal tax classification determines its return; the legal designation alone does not. Payroll deposits can be due before the payroll return. Check our Tax Due Dates guide and the applicable form instructions.
Employer and Hiring Resources
| Resource | Purpose |
|---|---|
| Employee Form W-4 | Collect federal withholding instructions from employees. |
| North Carolina New Hire Directory | Find reporting instructions and online reporting options for newly hired and rehired employees in North Carolina. |
| North Carolina E-Verify Guidance | Check state requirements and employer applicability. E-Verify is not universally optional. |
Employment eligibility verification is a separate responsibility from tax withholding and new-hire reporting. Obtain Form I-9 and its accepted-edition instructions directly from USCIS. Employers in other states should check the reporting and verification requirements where their employees work.
Business Formation and Compliance
| Form or resource | Purpose |
|---|---|
| Form SS-4 | Apply for an employer identification number and review the IRS application instructions. |
| State Business Registration Directory | Locate state registration resources and business-name databases. |
| Form 8832 | Make an eligible entity’s federal tax classification election. |
| Form 1023-EZ | Review eligibility and electronic application instructions for streamlined recognition of section 501(c)(3) exemption. |
| FinCEN Beneficial Ownership Guidance | Check current reporting-company definitions, exemptions and filing requirements. |
BOI reporting: Under FinCEN’s current guidance, entities created in the United States are exempt from beneficial ownership reporting. Certain foreign-created entities registered to do business in the United States may still have obligations. Check applicability before attempting to file.
State formation, federal tax elections and licenses are separate tasks. For a practical overview, visit our Business Incorporation guide.
SBA Loan Forms
The official pages below provide downloadable SBA forms. Ask your lender or program representative which forms and editions apply to your application.
| Form | Purpose |
|---|---|
| SBA Form 1919 | Borrower information for a 7(a) loan application. |
| SBA Form 413 | Personal financial information used in specified SBA programs. |
| SBA Form 159 | Fee disclosure and compensation agreement for applicable 7(a) and 504 transactions. |
These are loan-related resources, not a general grant application package. Additional documents depend on the program, lender and transaction.
Accounting and Bookkeeping
| Resource | Purpose |
|---|---|
| SCORE Financial Projections Spreadsheet — XLSX | Prepare first-year and three-year forecasts, including cash flow, income statements and related planning schedules. |
| SCORE Spreadsheet Instructions | Understand the assumptions and how to use the projections workbook. |
| IRS Publication 583 | Review business recordkeeping guidance and examples. |
| IRS Publication 463 | Review documentation requirements for travel, gifts and vehicle expenses. |
Forecasts are planning estimates, not a substitute for recording actual transactions. Keep assumptions separate from results and compare them regularly. Our DIY Bookkeeping guide explains software choices and practical bookkeeping routines.
Investing and Retirement
| Resource | Purpose |
|---|---|
| IRS Publication 590-B | Review IRA distribution rules, required minimum distributions and the applicable life-expectancy tables. |
| Form 8606 | Report applicable nondeductible IRA contributions, distributions and conversions. |
| Form 5500-EZ | Review annual reporting requirements for eligible one-participant and foreign retirement plans. |
| Retirement Savings Calculator | Explore savings projections using your contribution, timing and return assumptions. |
Use the beneficiary form or online process supplied by your account custodian or plan administrator. A generic form may not update an account. For account choices, costs and tax considerations, see our DIY Investing guide.
Business Valuation and Exit Planning
Our Business Valuation guide explains valuation approaches, available services and the information needed for a useful estimate. A financial projections spreadsheet can help organize assumptions, but it is not a completed valuation or professional appraisal.
Letters of intent, purchase agreements, seller-financing notes and earn-out agreements address different parts of a transaction. Have documents prepared or reviewed for the actual deal rather than treating a generic template as a complete solution.
Insurance and Workplace Records
The OSHA Recordkeeping Forms page provides a downloadable package containing Forms 300, 300A and 301 with instructions. Check whether the recordkeeping requirements apply to your workplace and follow OSHA’s directions for saving and completing the forms.
For proof of insurance, request a certificate from your insurer or agent. Confirm the policy information and any required endorsements with them.
Legal and Administrative Documents
Operating agreements, bylaws, confidentiality agreements, contractor agreements and purchase documents should reflect the parties, jurisdiction and intended arrangement. Obtain documents suited to your situation and seek legal review when rights, ownership or significant obligations are involved.
For meeting minutes and resolutions, record the date, participants, authority, decisions and required approvals. Follow the organization’s governing documents and applicable requirements.
Travel and Identification
| Official resource | Purpose |
|---|---|
| U.S. Passport Forms | Find DS-11, DS-82, DS-5504 and instructions for choosing the appropriate application, renewal or correction process. |
| DS-160 Online Visa Application | Complete the online nonimmigrant visa application when applicable. |
| Official ESTA Application | Apply for travel authorization under the Visa Waiver Program when eligible. |
| Trusted Traveler Programs | Access official application and account services for applicable programs. |
Follow the official eligibility, fee and submission instructions. Passport, visa, ESTA and trusted-traveler applications serve different purposes and are not interchangeable.
Consumer Protection and Complaints
| Resource | Purpose |
|---|---|
| CFPB Consumer Complaint | Submit a complaint about an eligible financial product or service. |
| FTC ReportFraud | Report fraud, scams and deceptive business practices. |
| IdentityTheft.gov | Report identity theft and obtain recovery guidance. |
| National Do Not Call Registry | Register eligible personal phone numbers. Registration does not stop every unwanted or illegal call. |
| DOT Air Travel Complaints | Find instructions for submitting an airline-related consumer complaint. |
| NHTSA Vehicle Safety Report | Report vehicle or equipment safety concerns. |
| CPSC Product Safety Report | Report an incident involving an unsafe consumer product. |
| BBB Business Complaint | Request assistance with an eligible marketplace dispute. BBB is not a government agency. |
| HUD Housing Discrimination Report | Find official reporting options and instructions for housing discrimination concerns. |
Gather relevant dates, receipts, correspondence and supporting records before submitting a report. Review the receiving organization’s instructions and privacy information. A complaint does not guarantee reimbursement or replace any applicable legal deadline.
Before You Complete or Submit a Form
- Confirm the purpose. Make sure the form applies to your task and circumstances.
- Check the edition. Verify the tax year, reporting period or accepted revision.
- Read the instructions. Confirm attachments, signatures, fees and deadlines.
- Protect sensitive information. Use the official submission method and secure storage for completed copies.
- Keep proof. Save the completed document and any submission or acceptance confirmation.
These resources provide general educational information. The issuing organization’s instructions govern the form or application. Seek qualified tax, accounting or legal advice when your circumstances require it.