Insights & Resources

Insights &
Resources

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Forms & Resources

A tax form prepared by an employee for an employer indicating the employee’s exemptions and Social Security number, and enabling the employer to determine the amount of taxes to be withheld for the employee.

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All U.S. employers must complete and retain a Form I-9 for each individual they hire for employment in the United States. This includes citizens and non-citizens.

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A person who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) to report, for example, income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.

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The Form IT-2104 is completed by an employee so an employer can withhold the correct amount of NY State (and NYC and Yonkers) from your pay.

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Wage Theft Prevention Act Guidelines DOWNLOAD 
Wage Theft Prevention Act Instructions DOWNLOAD 
FAQ-Wage Theft Prevention Act DOWNLOAD 
Hourly Rate – file missingDOWNLOAD 
Salary for Varying Hours, Day Rate, Piece Rate, Flat RateDOWNLOAD 
Weekly Salary Rate – Fixed Number of HoursDOWNLOAD 
Prevailing RateDOWNLOAD
Exempt EmployeeDOWNLOAD 
Health Insurance Coverage Offered by EmployerDOWNLOAD 
Ineligible for Health Insurance Coverage Offered Through EmployerDOWNLOAD 
QuickBooks

An annual update of new developments in QuickBooks and a discussion of problem areas, such as billing or inventory management.

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An annual update on payroll requirements, such as Social Security limits, etc. and payroll department issues, including subcontractors.

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This checklist should assist you in documenting your valuable papers. We recommend you keep a copy with the executor of your estate, key family members, and others who should be informed.

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Whistleblower Policy DOWNLOAD 
Conflict of Interest Policy DOWNLOAD 
Document Retention/Destruction DOWNLOAD 
Disaster Recovery Plan DOWNLOAD 
Health Insurance Coverage Offered by Employer DOWNLOAD 
Ineligible for Health Insurance Coverage Offered Through Employer DOWNLOAD 

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