Business Toolkit

We provide our members with a comprehensive BUSINESS TOOLKIT to assist you with each facet of your company. This resource includes electronic, editable copies of documents and forms necessary for launching and running an all-encompassing business.  It also provides you with information to formulate an employee handbook based on multiple employment management provisions, ranging from employee disciplinary action forms, to non-compete, drug screening, and smoking policies. 

Listed below are the forms included in this kit, which are available for download with our any of our paid membership levels:

• 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

• 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

• 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

• 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

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

• Central Contractor Registration Form
• Sample Approved/Preferred Vendor Application Form
• Sample Nondisclosure Agreement
• Sample Request for Quotation
• 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

• 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
• Schedule 1, Interest and Ordinary Dividends for Form 1040A Filers
• Schedule 2, Child and Dependent Care Expenses for Form 1040A Filers
• Schedule 3, Credit for the Elderly or the Disabled for Form 1040A Filers
• Form 1040, U.S. Individual Income Tax Return
• Schedules A (Form 1040), Itemized Deductions and 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 14 Who Have Investment Income of More Than $1,500
• 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

• 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

• 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

• 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

• 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
• 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

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

• 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

 

Our Business Toolkit is included in the following memberships:

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