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 template

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

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

1040EZ Form

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

1040 form

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

OPM 71 Form

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

IRS Form 1040-ES

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

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

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

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

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

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

When are my taxes due?

April 15th is the tax deadline to file with the IRS in the US. In the event that April 15th falls on a weekend, the due date for postmark is extended to the following business day.

Be sure to calculate all relevant business tax — including sales tax and any foreign tax — so that you can file on time.

Are tax forms free?

Yes! You can download all relevant tax forms for free at IRS.gov. You should never pay to download any of the forms required to file, but you may end up paying for the assistance with filing (typically in the form of an accountant).

Do I have to get tax forms from the IRS?

No. While the IRS does issue forms, your forms can come from anywhere as long as they’re up to date and provide all relevant information.

The forms we offer at PandaDoc are official forms that have been modified for enhanced interactivity. We still provide the same forms but with all boxes and signature fields formatted for electronic filing.

Can IRS tax forms be handwritten?

Yes. You can submit handwritten forms to the IRS, however, they must be completely legible and accurate to avoid any processing errors. For this reason, it’s almost always better to fill out a tax form template and file the form electronically.

Can tax forms be electronically signed?

Of course! Your tax forms should be electronically signed before you eFile them with the IRS. This ensures their legality in the eyes of the IRS and declares that your filing is accurate to the best of your knowledge.

With PandaDoc, it’s possible to create digital signature fields during the creation process so that signature implementation is fast and easy. This could be useful if you have employees who need to fill out W9 forms or other tax documents that you will be required to submit.