Resources

Helpful Tools for Tax Season

Quick access to tax forms, refund trackers, and resources for One Up Accounting clients.

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If you are not sure which form or document applies, contact One Up Accounting for guidance.

Resource Library

Forms, client resources, and refund tools in one place.

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✅ Checklist

Tax Documentation Checklist

Ask which records and documents to gather for your tax preparation.

Ask what to prepare
1

Refund Trackers

Where is my refund — IRS Track the status of a federal tax refund.
Where is my refund — California Track the status of a California state refund.
2

Forms and Client Documents

W-9 — Taxpayer IdentificationProvide a taxpayer identification number and certification.
W-4 — Federal WithholdingEmployee’s withholding certificate for federal income tax.
I-9 — Employment EligibilityEmployment eligibility verification form.
DE 4 — California WithholdingEmployee’s withholding allowance certificate for California.
1040 — Individual Tax ReturnU.S. individual income tax return and instructions.
Schedule C — Business Profit or LossReport income and expenses from a sole proprietorship.
Schedule SE — Self-Employment TaxCalculate tax on net earnings from self-employment.
1040-ES — Estimated TaxEstimated tax forms and guidance for individuals.
4868 — Filing ExtensionRequest more time to file an individual federal return; this does not extend the time to pay.
540 — California Resident ReturnFind Form 540 and instructions for the tax year you need.
Note: Choose the form for the tax year you need. If you are unsure which form applies, contact One Up Accounting for help.