Contact sales Request a demo Request a demo
  • Help Center
  • Log in

Tax form templates

Submitting complete and accurate tax information to the Internal Revenue Service (IRS) should be a best practice in your business operations. PandaDoc offers tax form templates to help you fill in the necessary details with ease.

Form 5695

Form 5695 is a crucial document the IRS provides to any homeowner looking into clean energy. This form helps homeowners calculate and claim tax returns on energy-efficient residential properties.

W-9 Tax Forms

The W9 tax forms also called the Taxpayer Identification and Certification form, is a document that employees fill out as part of their onboarding process.

1040EZ Form

Form 1040EZ is an IRS Tax Form used to file federal tax returns with the IRS in the United States

1040 Form

Form 1040 is an official tax document used by individuals to file tax returns with the IRS in the United States.

OPM 71 Form

An OPM 71 is a form from the U.S. Office of Personnel Management (OPM).

IRS Form 1040-ES

The 1040 ES, also called the Estimated Tax For Individuals Form, is an IRS tax form used by contractors and consultants to calculate tax payments to the IRS throughout the year.

Form W2

The W2 form, also called a Wage & Tax Statement, is an IRS tax form that your company must send to each employee and to the IRS each year.

Form W-8BEN

The W8-BEN Form is a form required by the IRS, similar to the W9 form that employees and subcontractors in the United States must submit to employers

Form W-4

The W4 is an IRS tax form that helps employers know the correct amount of taxes to withhold from employees’ paychecks.

1099-MISC Form

The 1099-MISC Form is an IRS tax form used to report payments made from a company to contractors or consultants.

Stock Transfer Form Template

This free Stock Transfer Form Template allows for the transfer of stocks or shares in a public or private company between individual entities.

Taxes and small business

Tax season can be tough on small businesses. In addition to maintaining standard business operations, you may find yourself trying to eFile your income tax return or determining how to separate your individual income tax from the taxes you owe on your business income.

When you’re trying to juggle so many things, it’s easy for essential documents to fall through the cracks. That’s why interactive IRS forms can be so useful when compared to filling out and sending multiple PDFs.

Using tax form templates can help you stay precise while filing forms and ensure that your federal tax estimates are accurate before you submit your electronic filing.

What tax forms should I use?

If you’re a small business or a sole proprietor, choosing the right forms for your tax return may feel even more daunting than if you were a traditional employee, but everything varies based on your unique situation.

What you pay in income tax will come down to the profits and business expenses that took place in your business throughout the tax year. Your tax documents should reflect those changes. If you have employees, you may also need to factor for things like medicare tax, health insurance, and social security.

For these reasons, it’s often best to consult with an accountant before you submit your tax filing.

Fill out all necessary tax forms in minutes

With PandaDoc, we make it easy to complete the essential tax forms that you’ll need to keep your business in good standing with the IRS. Our tax form templates are downloadable as PDFs and are fully editable in the PandaDoc editor if you already have a PandaDoc account.

Frequently asked questions

Streamline your document workflow

Get personalized 1:1 demo with our product specialist.

  • Tailored to your needs
  • Answers all your questions
  • No commitment to buy
ChiliPiper increased their close rate by 28% after implementing PandaDoc.

Schedule your free live demo

  • Fill out the form
  • Book a time slot
  • Attend a demo

By submitting this form, I agree that the Terms of Service and Privacy Notice will govern the use of services I receive and personal data I provide respectively.

ChiliPiper increased their close rate by 28% after implementing PandaDoc.