Bookkeeping and Payroll Forms

Form W2

Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

Form W2 (2022)

General Instructions for Form W2

Form W4

Employee’s Federal Withholding – used for new hire reporting and to calculate the correct federal income tax withholding from pay.

Form W4 (2022)

Form WT-4

Employee’s Wisconsin Withholding – used for new hire reporting and to calculate correct Wisconsin income tax withholding from pay.

Form WT-4

Form 1099-NEC and Form 1099-MISC

For 2020, use Form 1099-NEC to report nonemployee compensation.  This is no longer reported on Form 1099-MISC.

File Form 1099-MISC for each person to whom you have paid during the year:

  • At least $10 in royalties or broker payments in lieu of dividends or tax-exempt interest.
  • At least $600 in:
    • Rents.
    • Prizes and awards.
    • Other income payments.
    • Medical and health care payments.
    • Crop insurance proceeds.
    • Cash payments for fish (or other aquatic life) you purchase from anyone engaged in the trade or business of catching fish.
    • Generally, the cash paid from a notional principal contract to an individual, partnership, or estate.
    • Payments to an attorney.
    • Any fishing boat proceeds.

In addition, use Form 1099-MISC to report that you made direct sales of at least $5,000 of consumer products to a buyer for resale anywhere other than a permanent retail establishment.

Form 1099-NEC

Form 1099-MISC

Instructions for Form 1099-MISC and Form 1099-NEC