Small Business Tools

Here you'll find ready-to-use business tools to help you get the job done faster and easier, including:

• Model business documents. Sample letters, contracts, forms, and policies ready for you to customize — from a Sample Independent Contractor Agreement to a Job Application Form.
• Financial spreadsheet templates. Help for managing your business finances — from balancing your checkbook to creating your own financial statements. Just plug in your numbers.
• Checklists. Information you need at a glance, from whether you qualify for the home office write-off to the right things to do and say during an employee termination interview.
• Official Government Forms. A selection of the forms and publications most commonly used by small business owners when filing taxes with the IRS or contracting with the federal government.

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Business Tool Categories
	Asset Protection		Business Finance
	Compensation and Benefits		Employee Management
	Firing and Termination		Fraud Prevention and Detection
	Government Contracting Forms		IRS Tax Forms
	Marketing		Recruiting and Hiring
	Starting Your Business		State Tax Forms
	Vehicles and Equipment		Worker Safety

Asset Protection   Sample Action by Voting Members/Managers   Sample Agreement to Form Business Entity   Sample Articles of Organization   Sample Assignment of Accounts Receivable with Recourse   Sample Equipment Lease   Sample Funding Forms   Sample Operating Agreement for a Delaware LLC

Business Finance   Balance Sheet Template   Cash Flow Budget Worksheet   Customer Statement of Account   Daily Cash Sheet   Income Statement Template   Loan Application, Bank Review Form   Monthly Bank Reconciliation   New Business Cash Needs Estimate   Personal Statement Package   Present Value Tables   Sample Collection Letters   Trial Balance Worksheet   Unsecured Promissory Note

Compensation and Benefits   Compensable Work Chart   Initial Notification of COBRA Rights   Overtime Guidance   Privacy Policy   Profit-Sharing Plan   Simplified Employee Pensions   Time-Off Policies   Sample Long- and Short-Term Disability Policy   Workers' Comp Policies

Employee Management   Electronic Funds Transfer Authorization   Employee Coaching Script   Employee Disciplinary Action Form   Drug Test Policy   Employee Discipline Aids   Employee Feedback Script   Employee Work Rules   Telecommuting Policy and Agreement   Long Distance Call Log   Noncompete Agreement   Employee Time Sheets   Sample Absence Policies   Sexual Harassment Policy   Smoking Policy

Firing and Termination   Employment Reference Release   General Release for Employment Termination   Termination Checklist and Form

Fraud Prevention and Detection   Form 104, Currency Transaction Report   Form 109, Suspicious Activity Report by Money Services Business   Form 8300, Report of Cash Payments Over $10,000 Received in a Trade or Business   SAR Activity Review, Trends, Tips & Issues

Government Contracting Forms   Central Contractor Registration Form   Sample Approved/Preferred Vendor Application Form   Sample Information Requests from Government Officials   Sample Nondisclosure Agreement   Sample Quality Assurance Manual   Standard Form 18, Request for Quotation   Standard Form 26, Award/Contract   Standard Form 30, Amendment of Solicitation/Modification of Contract   Standard Form 33, Solicitation, Offer and Award   Standard Form 129, Solicitation Mailing List Application   Standard Form 330, Architect-Engineer Qualifications   Standard Form 1403, Preaward Survey of Prospective Contractor (General)   Standard Form 1404, Preaward Survey of Prospective Contractor (Technical)   Standard Form 1405, Preaward Survey of Prospective Contractor (Production)   Standard Form 1406, Preaward Survey of Prospective Contractor (Quality Assurance)   Standard Form 1407, Preaward Survey of Prospective Contractor (Financial Capability)   Standard Form 1408, Preaward Survey of Prospective Contractor (Accounting System)   Standard Form 1447, Solicitation/Contract   Standard Form 1449, Solicitation/Contract/Order for Commercial Items   DD Form 1707, Information to Offerors or Quoters   DD Form 250, Material Inspection and Receiving Report   Numbered Notes   Top 10 Federal Contractors by Product/Service Category

IRS Tax Forms   Income Tax Withholding Payment Tables: Percentage Method   Income Tax Withholding Payment Tables: Wage Bracket Method   Form W-4, Employee's Withholding Allowance Certificate   Form W-9, Request for Taxpayer Identification Number and Certification   Form SS-4, Application for Employer Identification Number   Form 1040EZ, Income Tax Return for Single and Joint Filers with No Dependents   Form 1040A, U.S. Individual Income Tax Return   Form 1040, U.S. Individual Income Tax Return   Schedule A (Form 1040), Itemized Deductions   Schedule B (Form 1040), Interest and Ordinary Dividends   Schedule C (Form 1040), Profit or Loss from Business (Sole Proprietorship)   Schedule C-EZ (Form 1040), Profit or Loss from Business (Sole Proprietorship)   Schedule D (Form 1040), Capital Gains and Losses   Schedule E (Form 1040), Supplemental Income and Loss   Schedule EIC (Form 1040A or 1040), Earned Income Credit   Schedule F (Form 1040), Profit or Loss from Farming   Schedule H (Form 1040), Household Employment Taxes   Schedule R (Form 1040), Credit for the Elderly or Disabled   Schedule SE (Form 1040), Self-Employment Tax   Form 1040-V, Payment Voucher   Form 1040X, Amended U.S. Individual Income Tax Return   Form 1116, Foreign Tax Credit   Form 2106, Employee Business Expenses   Form 2106-EZ, Unreimbursed Employee Business Expenses   Form 2441, Child and Dependent Care Expenses   Form 3903, Moving Expenses   Form 4562, Depreciation and Amortization   Form 4684, Casualties and Thefts   Form 4797, Sales of Business Property   Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return   Form 4972, Tax on Lump-Sum Distributions   Form 5213, Election To Postpone Determination as To Whether the Presumption Applies that an Activity Is Engaged in for Profit   Form 5305-SEP, Simplified Employee Pension -- Individual Retirement Accounts Contribution Agreement   Form 6251, Alternative Minimum Tax--Individuals   Form 6252, Installment Sale Income   Form 8283, Noncash Charitable Contributions   Form 8582, Passive Activity Loss Limitations   Form 8615, Tax for Children Under Age 18 Who Have Investment Income of More Than $1,700   Form 8812, Additional Child Tax Credit   Form 8814, Parents' Election To Report Child's Interest and Dividends   Form 8822, Change of Address   Form 8829, Expenses for Business Use of Your Home   Form 8839, Qualified Adoption Expenses   Form 8880, Credit for Qualified Retirement Savings Contributions   IRS Tax Tables   Contributions and Deductions Table and Worksheets for the Self-Employed   SARSEP Checklist   SEP IRA Checklist   SIMPLE IRA Checklist

Marketing   Business Plan Components: Sample Plans Illustrate Required Content   Customer Satisfaction Survey Form   Customer Service Action Form   Internet Marketing Content Plan Worksheet   Internet Marketing Implementation Plan Worksheet   Internet Marketing Objectives and Strategies Worksheets   Internet Marketing Request for Proposal Worksheet

Recruiting and Hiring   Applicant Information Release   Applicant Rejection   Driving Record Check   Drug Testing Consent Form   Educational Record Check   Employer Reference Check   Employment Reference Phone Script   Fair Credit Disclosure Act Notice   Form I-9, Employment Eligibility Verification   Job Analysis Questionnaire   Job Description Form   Job Requirements Checklist   Personal Reference Check Letter   Reference Checking Documentation Form   Sample Employment Application Form   Sample Independent Contractor Agreement   Sample Interview Script   Temporary Help Agency Checklist   Job Applicant Work History Forms

Starting Your Business   Business Selection Checklist   Cash Flow Sensitivity Analysis   Cost Assessment Checklist   Equipment Lease Checklist   Family Monthly Budget Form   Franchise Agreement Checklist   Projected Staffing Schedule   Real Property Lease Checklist   Start-Up Checklist   Strengths/Weaknesses Assessment Checklist   Delaware Fee Schedule for Incorporation and Other Business Entities

State Tax Forms   Alabama Form A-4, Employee's Withholding Exemption Certificate   Arizona Form A-4, Employee's Arizona Withholding Percentage Election   Arkansas Form AR4EC, Employee's Withholding Exemption Certificate   California Form DE 4, Employee's Withholding Allowance Certificate   Connecticut Form CT-W4, Employee's Withholding or Exemption Certificate   District of Columbia Form D-4, Employee's Withholding Allowance Certificate   Georgia Form G-4, Employee's Withholding Allowance Certificate   Hawaii Form HW-4, Employee's Withholding Allowance and Status Certificate   Illinois Form IL-W4, Employee's Illinois Withholding Allowance Certificate   Indiana Form WH-4, Employee's Withholding Exemption and County Status Certificate   Iowa Form IA W4, Employee's Withholding Allowance Certificate   Kentucky Form K-4, Employee's Withholding Exemption Certificate   Louisiana Form L-4, Employee Withholding Exemption Certificate   Maine Form W-4ME, Employee's Maine Withholding Allowance Certificate   Maryland Form MW 507, Employee's Maryland Withholding Exemption Certificate   Massachusetts Form M-4, Employee's Withholding Exemption Certificate   Michigan Form MI-W4, Employee's Michigan Withholding Exemption Certificate   Mississippi Form 89-350, Mississippi Employee's Withholding Exemption Certificate   Missouri Form MO W-4, Employee's Withholding Allowance Certificate   New Jersey Form NJ-W4, Employee's Withholding Allowance Certificate   New York Form IT-2104, Employee's Withholding Allowance Certificate   North Carolina Form NC-4, Employee's Withholding Allowance Certificate   Ohio Form IT-4, Employee's Withholding Exemption Certificate   Rhode Island Form RIW-4, Employee's Withholding Allowance Certificate   Vermont Form W-4VT, Vermont Employee's Withholding Allowance Certificate   Virginia Form VA-4, Employee's Virginia Income Tax Withholding Exemption Certificate   West Virginia Form WV/IT-104, West Virginia Employee's Withholding Exemption Certificate   Wisconsin Form WT-4, Employee's Wisconsin Withholding Exemption Certificate/New Hire Reporting

Vehicles and Equipment   Annual Lease Table   Checklist for Evaluating Used Cars   Equipment Inventory List   Inclusion Amount Tables for Leased Cars

Worker Safety   Hazard Communication Program Package   OSHA Form 301 - Illness and Injury Incident Report   OSHA Form 174 - Material Safety Data Sheet   OSHA Forms 300 & 300A - Illness and Injury Log   Sample Emergency Procedures   Sample Safety Policy   Sample Workplace AIDS Policy   Sample Workplace Violence Prevention Policy