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References

A.D.E. Accounting & Bookkeeping Services, LLC believe it is important to stay in the know. Below is some financial information that is beneficial to know.

TAX RATESDUE DATESRETENTION GUIDEGOVERNMENT SITES

2018 Tax Rates Schedule X - Single

If taxable income is over

$0
$9,525
$38,700
$82,500
$157,500
$200,000
Over $500,000

But not over

$9,525
$38,700
$82,500
$157,500
$200,000
$500,000
no limit

The tax is

10% of the taxable amount
$952.50 plus 12% of the excess over $9,525
$4,453.50 plus 22% of the excess over $38,700
$14,089.50 plus 24% of the excess over $82,500
$32,089.50 plus 32% of the excess over $157,500
$45,689.50 plus 35% of the excess over $200,000
$150,689.50 plus 37% of the excess over $500,000

2018 Tax Rates Schedule Y-1 - Married Filing Jointly or Qualifying Widow(er)

If taxable income is over

$0
$19,050
$77,400
$165,000
$315,000
$400,000
$600,000

But not over

$19,050
$77,400
$165,000
$315,000
$400,000
$600,000
no limit

The tax is

10% of the taxable amount
$1,905 plus 12% of the excess over $19,050
$8,907 plus 22% of the excess over $77,400
$28,179 plus 24% of the excess over $165,000
$64,179 plus 32% of the excess over $315,000
$91,379 plus 35% of the excess over $400,000
$161,379 plus 37% of the excess over $600,000

2018 Tax Rates Schedule Y-2 - Married Filing Separately

If taxable income is over

$0
$9,525
$38,700
$82,500
$157,500
$200,000
Over $300,000

But not over

$9,525
$38,700
$82,500
$157,500
$200,000
$300,000
no limit

The tax is

10% of the taxable amount
$952.50 plus 12% of the excess over $9,525
$4,453.50 plus 22% of the excess over $38,700
$14,089.50 plus 24% of the excess over $82,500
$32,089.50 plus 32% of the excess over $157,500
$45,689.50 plus 35% of the excess over $200,000
$80,689.50 plus 37% of the excess over $300,000

2018 Tax Rates Schedule Z - Head of Household

If taxable income is over

$0
$13,600
$51,800
$82,500
$157,500
$200,000
$500,000

But not over

$13,600
$51,800
$82,500
$157,500
$200,000
$500,000
no limit

The tax is

10% of the taxable amount
$1,360 plus 12% of the excess over $13,600
$5,944 plus 22% of the excess over $51,800
$12,698 plus 24% of the excess over $82,500
$30,698 plus 32% of the excess over $157,500
$44,298 plus 35% of the excess over $200,000
$149,298 plus 37% of the excess over $500,000

2018 Tax Rates Estates & Trusts

If taxable income is over

$0
$2,550
$9,150
$12,500

But not over

$2,550
$9,150
$12,500
no limit

The tax is

10% of the taxable income
$255 plus 24% of the excess over $2,550
$1,839 plus 35% of the excess over $9,150
$3,011.50 plus 37% of the excess over $12,500

Social Security 2018 Tax Rates

Base Salary
Social Security Tax Rate
Maximum Social Security Tax
Medicare Base Salary
Medicare Tax Rate

$128,700
6.2%
$7,979.40
unlimited
1.45%

Additional Medicare 2018 Tax Rates

Additional Medicare Tax
Filing status
Married filing jointly
Married filing separate
Single
Head of household (with qualifying person)
Qualifying widow(er) with dependent child

0.9%
Compensation over
$250,000
$125,000
$200,000
$200,000
$200,000

Education 2018 Credit and Deduction Limits

American Opportunity Tax Credit (Hope)
Lifetime Learning Credit
Student Loan Interest Deduction
Coverdell Education Savings Contribution

$2,500
$2,000
$2,500
$2,000

Miscellaneous 2018 Tax Rates

Standard Deduction:

Married filing jointly or Qualifying Widow(er)
Head of household
Single or Married filling separately

$24,000
$18,000
$12,000

Maximum capital gains tax rate for taxpayers with adjusted net capital gain up to $77,200 for joint filers and surviving spouses, $51,700 for heads of household, $38,600 for single filers, $38,600 for married taxpayers filing separately, and $2,600 for estates and trusts

0%

Maximum capital gains tax rate for taxpayers with adjusted net capital gain over the amount subject to the 0% rate, and up to $479,000 for joint filers and surviving spouses, $452,400 for heads of household, $425,800 for single filers, $239,500 for married taxpayers filing separately, and $12,700 for estates and trusts

15%

Maximum capital gains tax rate for taxpayers with adjusted net capital gain over $479,000 for joint filers and surviving spouses, $452,400 for heads of household, $425,800 for single filers, $239,500 for married taxpayers filing separately, and $12,700 for estates and trusts

20%

Capital gains tax rate for unrecaptured Sec. 1250 gains
Capital gains tax rate on collectibles and qualified small business stock
Maximum contribution for Traditional/Roth IRA
Maximum employee contribution to SIMPLE IRA
Maximum Contribution to SEP IRA
401(k) maximum employee contribution limit
Self-employed health insurance deduction
Estate tax exemption
Annual Exclusion for Gifts
Foreign Earned Income Exclusion

25%
28%
$5,500 if under age 50, $6,500 if 50 or older
$12,500 if under age 50, $15,500 if 50 or older
25% of compensation up to $55,000
$18,500 if under age 50, $24,000 if 50 or older
100%
$11,200,000
$15,000
$104,100

All due dates assume that the date falls on a business day. If the due date falls on a holiday or weekend, the due date will be the next business day.

July 10

Employees who work for tips - If you received $20 or more in tips during June, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

July 15

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in June.

Employers - Social Security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in June.

 

July 31

Employers - Social Security, Medicare, and withheld income tax. File form 941 for the second quarter of the current year. Deposit any undeposited tax. (If your tax liability is less than $2,500, you can pay it in full with a timely filed return.) If you have deposited the tax for the quarter in full and on time, you have until August 10 to file the return.

Employers - Federal Unemployment Tax. Deposit the tax owed through June if more than $500.

Employers - If you maintain an employee benefit plan, such as a pension, profit sharing, or stock bonus plan, file form 5500 or 5500-EZ for previous calendar year. If you use a fiscal year as your plan year, file the form by the last day of the seventh month after the plan year ends.
August 10

Employers - File Form 941 for the second quarter. This due date applies only if you deposited the tax for the quarter in full and on time.

Employees who work for tips - If you received $20 or more in tips during July, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

August 15

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in July.

Employers - Social Security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in July.
September 10

Employees who work for tips - If you received $20 or more in tips during August, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.
September 15

Individuals - Make a payment of your current year estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES. This is the third installment date for estimated tax in the current year.

Partnerships - File Form 1065. This due date applies only if you were given an additional 6-month extension. Provide each partner with a copy of Schedule K-1 (Form 1065) or a substitute K-1.

Electing large partnerships - File Form 1065-B. This due date applies only if you were given an additional 6-month extension. See March 15 for the due date for furnishing the Schedules K-1 to the partners.

S Corporations - File Form 1120S and pay any tax due. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see March 15. Provide each shareholder with a copy of Schedule K-1 (Form 1120S) or a substitute Schedule K-1.

Corporations - Deposit the third installment of your estimated income tax. A worksheet, Form 1120-W, is available to help you make an estimate of your tax for the year.

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in August.

Employers - Social Security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in August.

 

September 30

Trusts and Estates - File Form 1041. This due date applies only if you were given an additional 5-month extension. Otherwise, see April 15.
October 11

Employees who work for tips - If you received $20 or more in tips during September, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

October 15

Individuals - If you have an automatic 6-month extension to file your income tax return, file Form 1040, 1040A, 1040EZ, FBAR Form 114, or 709 and pay any tax, interest, and penalties due.

Corporations - File Form 1120 or 1120-A and pay any tax due. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see April 15.

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in September.

Employers - Social Security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in September.

 

October 31

Employers - Social Security, Medicare, and withheld income tax. File form 941 for the third quarter of the current year. Deposit any undeposited tax. (If your tax liability is less than $2,500, you can pay it in full with a timely filed return.) If you deposited the tax for the quarter in full and on time, you have until November 10 to file the return.

Employers - Federal Unemployment Tax. Deposit the tax owed through September if more than $500.

Employers - Income Tax Withholding. Ask employees whose withholding allowances will be different in the next calendar year to fill out a new Form W-4.

 

November 10

Employers - This due date applies only if you deposited the tax for the quarter in full and on time.

Employees who work for tips - If you received $20 or more in tips during October, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

November 15

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in October.

Employers - Social Security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in October.

Exempt Organizations - File Form 990. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see May 15.

 

December 11

Employees who work for tips - If you received $20 or more in tips during November, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

December 15

Corporations - Deposit the fourth installment of your estimated income tax. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.

Employers - Social Security, Medicare, and withheld income tax - If the monthly deposit rule applies, deposit the tax for payments in November.

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in November.

 

January 10

Employees who work for tips - If you received $20 or more in tips during December, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

January 15

Employers - Social Security, Medicare and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in December of this year.

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in December.

Individuals - Make a payment of your estimated tax for this year if you did not pay your income tax for the year through withholding (or did not pay in enough tax that way). Use Form 1040-ES. This is the final installment date for this year's estimated tax. However, you do not have to make this payment if you file this year's return (Form 1040) and pay any tax due by January 31 of the following year.

Farmers and Fisherman - Pay your estimated tax for this year using Form 1040ES. You have until April 15 to file this year's income tax return (Form 1040). If you don't pay your estimated tax by January 15, you must file this year's return and pay any tax due by March 1 to avoid an estimated tax penalty.
January 31

Individuals - File your income tax return (Form 1040) for this year if you did not pay your last installment of estimated tax by January 15. Filing your return and paying any tax due by January 31 prevents any penalty for late payment of last installment.

Employers - Federal unemployment tax. File Form 940 (or 940-EZ) for this year. If your undeposited tax is $500 or less, you can either pay it with your return or deposit it. If it is more than $500, you must deposit it. However, if you already deposited the tax for the year in full and on time, you have until February 10 to file the return.

Employers - Social Security, Medicare, and withheld income tax. File Form 941 for the fourth quarter of this year. Deposit any undeposited tax. (If your tax liability is less than $2,500, you can pay it in full with a timely filed return.) If you deposited the tax for the quarter in full and on time, you have until February 10 to file the return.

Employers - Nonpayroll taxes. File Form 945 to report income tax withheld for this year on all nonpayroll items, including backup withholding and withholding on pensions, annuities, IRAs, gambling winnings, and payments of Indian gaming profits to tribal members. Deposit any undeposited tax. (If your tax liability is less than $2,500, you can pay it in full with a timely filed return.) If you deposited the tax for the year in full and on time, you have until February 12 to file the return.

Employers - Give your employees their copies of Form W-2 for the previous year. If an employee agreed to receive Form W-2 electronically, post it on a website accessible to the employee and notify the employee of the posting by January 31st.

Employers - Give annual information Forms 1098, 1099 and W-2G to recipients for certain payments made during the year.

Employers - File Form W-3 with Copy A of all Forms W-2 issued for the current tax year. File Form 1099-MISC with the IRS when you are reporting non-employee compensation payments in box 7.

 

February 10

Employees who work for tips - If you received $20 or more in tips during January, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

February 15

Individuals - If you claimed exemption from income tax withholding last year on the Form W-4 you gave your employer, you must file a new Form W-4 by this date to continue your exemption for another year.

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in January.

Employers - Furnish Forms 1099-B, 1099-S and certain Forms 1099-MISC to recipients.

 

February 28

All Businesses - File information returns (Form 1099) for certain payments you made during previous year. These payments are described under January 31. There are different forms for different types of payments. Use a separate Form 1096 to summarize and transmit the forms for each type of payment. See the General Instructions for Forms 1099, 1098, 5498, and W-2G for information on what payments are covered, how much the payment must be before a return is required, which form to use, and extensions of time to file. If you file Forms 1098, 1099, or W-2G electronically (not by magnetic media), your due date for filing them with the IRS will be extended to March 31. The due date for giving the recipient these forms remains January 31.

Employers - File Forms 1094-B, 1095-B, 1094-C, and 1095-C if filing on paper

 

March 1

Farmers and fishermen - File Form 1040 and pay any tax due. However, you have until April 15 to file if you paid your previous year estimated tax by January 15 of the current year.

 

March 2

Employers - Give your employees Forms 1095-B and 1095-C for health care coverage.

 

March 10

Employees who work for tips - If you received $20 or more in tips during February, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

March 15

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in February.

Employers - Social Security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in February.

S Corporations - File Form 1120S and pay any tax due. Provide each shareholder with a copy of Schedule K-1 (Form 1120S), Shareholder's Share of Income, Credits, Deductions, etc., or a substitute Schedule K-1. If you want an automatic 6-month extension of time to file the return, file Form 7004 and deposit what you estimate you owe.

S Corporation election - File Form 2553, Election by a Small Business Corporation, to choose to be treated as an S Corporation beginning with current calendar year. If Form 2553 is filed late, S treatment will begin with next calendar year.

Partnerships - File a previous calendar year return (Form 1065). Provide each partner with a copy of Schedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc., or a substitute Schedule K-1. If you want an automatic 6-month extension to file the return and provide Schedule K-1 or a substitute Schedule K-1, file Form 7004. Then file Form 1065 by September 15.

Electing large partnerships - File a previous calendar year return (Form 1065-B). Provide each partner with a copy of Schedule K-1 (Form 1065-B), Partner's Share of Income (Loss) From an Electing Large Partnership. This due date is effective for the first March 15 following the close of the partnership's tax year. If you want an automatic 6-month extension of time to file the return, file Form 7004. Then file Form 1065-B by September 15.

 

March 31

Electronic filing of Forms 1097, 1098, 1099, 3921, 3922, 1094-B, 1095-B, 1094-C, 1095-C, and W-2G File Forms 1097, 1098, 1099, 3921, 3922, 1094-B, 1095-B, 1094-C, 1095-C, or W-2G with the IRS. This due date applies only if you file electronically (not by magnetic media). Otherwise, see February 28. The due date for giving the recipient these forms will still be January 31. For information about filing Forms 1097, 1098, 1099, 3921, 3922, or W-2G electronically, see Publication 1220, Specifications for Filing Forms 1097, 1098, 1099, 3921, 3922, 5498 and W-2G Magnetically or Electronically.

 

April 10

Employees who work for tips - If you received $20 or more in tips during March, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

April 15

Individuals - File an income tax return (Form 1040, 1040A, 1040EZ, or 709) and pay any tax due. If you want an automatic 6-month extension of time to file the return, file Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return, or you can get an extension by phone if you pay part or all of your estimate of income tax due with a credit card. Then file Form 1040, 1040A, 1040EZ, or 709 by October 15.

Household employers - If you paid cash wages of $2,000 or more in the previous year to a household employee, file Schedule H (Form 1040) with your income tax return and report any employment taxes. Report any federal unemployment (FUTA) tax on Schedule H if you paid total cash wages of $1,000 or more in any calendar quarter of the previous 2 years to household employees. Also report any income tax you withheld for your household employees.

Individuals - If you are not paying your current year income tax through withholding (or will not pay in enough tax during the year that way), pay the first installment of your current estimated tax. Use Form 1040-ES.

Employers - Social Security, Medicare and withheld income tax. If the monthly deposit rule applies, deposit the tax payments for March.

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in March.

Trusts and Estates - File a previous calendar year return (Form 1041). Provide each beneficiary with a copy of Schedule K-1 (Form 1041), Beneficiary's Share of Income, Deductions, Credits, etc., or a substitute Schedule K-1. If you want an automatic 5 month extension to file the return and provide Schedule K-1 or a substitute Schedule K-1, file Form 7004. Then file Form 1041 by September 30.

Corporations - File Form 1120 or 1120-A and pay any tax due. If you want an automatic 6-month extension of time to file the return, file Form 7004 and deposit what you estimate you owe.

Corporations - Deposit the first installment of your estimated income tax for current year. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.

File FBAR Form 114 electronically with the Financial Crimes Enforcement Network (FinCEN).

 

April 30

Employers - Social Security, Medicare, and withheld income tax. File form 941 for the first quarter of current year. Deposit any undeposited tax. (If your tax liability is less than $2,500, you can pay it in full with a timely filed return.) If you deposited the tax for the quarter in full and on time, you have until May 10 to file the return.

Employers - Federal Unemployment Tax. Deposit the tax owed through March if more than $500.
May 10

Employers - File Form 941 for the first quarter. This due date applies only if you deposited the tax for the quarter in full and on time.

Employees who work for tips - If you received $20 or more in tips during April, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.
May 15

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in April.

Employers - Social Security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in April.

Exempt Organizations - File a previous calendar year return (Form 990). If you want an automatic 6 month extension to file the return, file Form 8868. Then file Form 990 by November 15.

 

June 10

Employees who work for tips - If you received $20 or more in tips during May, report them to your employer. You can use Form 4070 Employee's Report of Tips to Employer.

 

June 15

Individuals - If you are a U.S. citizen or resident alien living and working (or on military duty) outside the United States and Puerto Rico, file Form 1040 and pay any tax, interest, and penalties due. Otherwise, see April 15. If you want additional time to file your return, file Form 4868 to obtain 4 additional months to file. Then file Form 1040 by October 15. However, if you are a participant in a combat zone you may be able to further extend the filing deadline.

Individuals - Make a payment of your current estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES. This is the second installment date for estimated tax in current year.

Corporations - Deposit the second installment of your estimated income tax. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.

Employers - Nonpayroll Withholding. If the monthly deposit rule applies, deposit the tax for payments in May.

Employers - Social Security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in May.

Storing tax records: How long is long enough?

April 15 has come and gone and another year of tax forms and shoeboxes full of receipts is behind us. But what should be done with those documents after your check or refund request is in the mail?

Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.

However, if the IRS believes you have significantly underreported your income (by 25 percent or more), it may go back six years in an audit. If there is any indication of fraud, or you do not file a return, no period of limitation exists.To be safe, use the following guidelines.


BUSINESS RECORDS TO KEEP

Business Documents To Keep For One Year

Correspondence with Customers and Vendors
Duplicate Deposit Slips
Purchase Orders (other than Purchasing Department copy)
Receiving Sheets
Requisitions
Stenographer’s Notebooks
Stockroom Withdrawal Forms

Business Documents To Keep For Three Years

Employee Personnel Records (after termination)
Employment Applications
Expired Insurance Policies
General Correspondence
Internal Audit Reports
Internal Reports
Petty Cash Vouchers
Physical Inventory Tags
Savings Bond Registration Records of Employees
Time Cards For Hourly Employees

Business Documents To Keep For Six Years

Accident Reports, Claims
Accounts Payable Ledgers and Schedules
Accounts Receivable Ledgers and Schedules
Bank Statements and Reconciliations
Cancelled Checks
Cancelled Stock and Bond Certificates
Employment Tax Records
Expense Analysis and Expense Distribution Schedules
Expired Contracts, Leases
Expired Option Records
Inventories of Products, Materials, Supplies

Invoices to Customers
Notes Receivable Ledgers, Schedules
Payroll Records and Summaries, including payment to pensioners
Plant Cost Ledgers
Purchasing Department Copies of Purchase Orders
Sales Records
Subsidiary Ledgers
Time Books
Travel and Entertainment Records
Vouchers for Payments to Vendors, Employees, etc.
Voucher Register, Schedules

Business Records To Keep Forever

While federal guidelines do not require you to keep tax records "forever," in many cases there will be other reasons you'll want to retain these documents indefinitely.

Audit Reports from CPAs/Accountants
Cancelled Checks for Important Payments (especially tax payments)
Cash Books, Charts of Accounts
Contracts, Leases Currently in Effect
Corporate Documents (incorporation, charter, by-laws, etc.)
Documents substantiating fixed asset additions
Deeds
Depreciation Schedules
Financial Statements (Year End)
General and Private Ledgers, Year End Trial Balances
Insurance Records, Current Accident Reports, Claims, Policies

Investment Trade Confirmations
IRS Revenue Agent Reports
Journals
Legal Records, Correspondence and Other Important Matters
Minutes Books of Directors and Stockholders
Mortgages, Bills of Sale
Property Appraisals by Outside Appraisers
Property Records
Retirement and Pension Records
Tax Returns and Worksheets
Trademark and Patent Registrations


Personal Documents To Keep For One Year

While it's important to keep year-end mutual fund and IRA contribution statements forever, you don't have to save monthly and quarterly statements once the year-end statement has arrived.

Personal Documents To Keep For Three Years

Credit Card Statements
Medical Bills (in case of insurance disputes)
Utility Records
Expired Insurance Policies

Personal Documents To Keep For Six Years

Supporting Documents For Tax Returns
Accident Reports and Claims
Medical Bills (if tax-related)
Sales Receipts
Wage Garnishments
Other Tax-Related Bills

Personal Records To Keep Forever

CPA Audit Reports
Legal Records
Important Correspondence
Income Tax Returns
Income Tax Payment Checks

Property Records / Improvement Receipts (or six years after property sold)
Investment Trade Confirmations
Retirement and Pension Records (Forms 5448, 1099-R and 8606 until all distributions are made from your IRA or other qualified plan)


Special Circumstances

Car Records (keep until the car is sold)
Credit Card Receipts (keep until verified on your statement)
Insurance Policies (keep for the life of the policy)
Mortgages / Deeds / Leases (keep 6 years beyond the agreement)
Pay Stubs (keep until reconciled with your W-2)

Sales Receipts (keep for life of the warranty)
Stock and Bond Records (keep for 6 years beyond selling)
Warranties and Instructions (keep for the life of the product)
Other Bills (keep until payment is verified on the next bill)
Depreciation Schedules and Other Capital Asset Records (keep for 3 years after the tax life of the asset)

Social Security Administration

Social Security Administration administers retirement, medicare, disability and other benefits

U.S. Small Business Association

Programs and services to help you start, grow and succeed

U.S. Department of Commerce

U.S. Department of Commerce

Federal Citizen Information Center

A catalog of Free and low-cost federal publications that may be of interest to you. Also contains
a lot of important consumer information

Tax Information Sites

IRS

The IRS website has many great tax resources for you

IRS W4 Form

This form is used to determine federal income tax withholding

Contact A.D.E. Accounting & Bookkeeping with any questions. We look forward to hearing from you!