Useful Forms

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Tax
Federal
Wisconsin
Illinois
General

 

Tax

2019 Tax Organizer
Use the organizer to help gather your information and forms, and complete the tax organizer to the best of your ability. Give the organizer to your PPG Partners CPA or professional, along with all applicable forms and documents needed to complete your 2019 tax return. Note that this is an all-inclusive organizer, and many of the pages will most likely not apply to you.

 

Federal

Form I-9, Employment Eligibility Verification - PDF version (fillable PDF)
Form I-9, Employment Eligibility Verification - paper version (must be printed for completion on paper only)
Instructions for Form I-9
(Expires 10/31/2022) As of May 1, 2020, employers must use the form with the revision date of 10/21/2019 on it for new employees. Employers must complete Form I-9 to document verification of the identity and employment authorization of each new employee (both citizen and noncitizen) to work in the United States. Be sure to always use the most current version of Form I-9.

Form W-4, Employee's Withholding Allowance Certificate
(Updated 2020) Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes. Note that this is a new 2020 Form W-4 that employeers must use beginning January 1, 2020, for new employees and any employees who want to change their withholding.

Form W-9, Request for Taxpayer Identification Number and Certification
(Rev. October 2018, version current for 2020) A person or company who is required to file an information return with the IRS must obtain the correct taxpayer identification number (TIN) for each vendor or person to include in the return.

Form 945, Annual Return of Withheld Federal Income Tax
(Tax Year 2019) Use for any withholding reported on Forms 1099 and W-2G.

Form 2848, Power of Attorney and Declaration of Representative
(Rev. February 2020) Use Form 2848 to authorize an individual to represent you before the IRS. Your authorization of a qualifying representative will also allow that individual to receive and inspect your confidential tax information.

Form 8822, Change of Address
(Rev. October 2015, version current for 2020) After moving into a new residence, you can use Form 8822 to inform the Internal Revenue Service (IRS) of your change of address. Only use this form for changes that affect individual, gift, estate, or generation-skipping transfer tax returns.

Donated Goods & The I.R.S.: A Taxpayer's Guide
A worksheet you can use to help you determine the value of your donated items for your tax return.

 

Wisconsin

Form WT-4, Employee's WI Withholding Exemption Certificate/New Hire Reporting
(Rev. October 2019, version current for 2020) Every employee is required to file a completed Form WT-4 with each of his or her employers. (Use the Withholding Worksheet to help you determine what to withhold.) Note that employers must require new employees, and any employees who want to change their withholding, to provide Form WT-4; they can no longer use Form W-4 for their WIsconsin withholding.

Form A-222, WI Dept. of Revenue Power of Attorney
(Rev. September 2019, version current for 2020) Form A-222, Power of Attorney, or similar written authorization, executed by the taxpayer is required by the WDR in order for the taxpayer’s representative to perform certain acts on behalf of the taxpayer and to receive and inspect certain tax information.

 

Illinois

Illinois New Hire Reporting Form
(Version current for 2020) Employers must report each new hire within 20 days.

Form IL-W-4, Employee's and other Payee's Illinois Withholding Allowance Certificate
(Rev. August 2017, version current for 2020) Every employee is required to file a completed Form IL-W-4 with each of his or her employers unless the Employee claims the same number of withholding exemptions for Illinois withholding as for federal withholding.

IL-2848, Power of Attorney
(Rev. July 2017, version current for 2020) Tax practitioners, preparers, etc., are required to have an IL-2848, Power of Attorney, on file with the IL Dept. of Revenue before IDR representatives can discuss client information with them. 

 

General

Direct Deposit Authorization
A summary of the terms of agreement between a company employee and PPG Partners, LLC for electronic transfer of funds from the PPG payroll clearing account directly to the employee's personal bank account.

Record Retention Schedule
A suggested guideline for retaining various business, personal and retirement plan records.