--- title: Online Tax Forms & Templates | BudgetEase description: BudgetEase has online tax forms and payroll templates to help you get your company finances in order. Download all your financial forms here. --- Call us: [(216) 333-1303](tel:2163331303) Follow us: - [![facebook](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/facebook%20icon.png?width=50&height=50&name=facebook%20icon.png)](https://www.facebook.com/BudgetEaseBookkeeping) - [![twitter](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/twitter%20icon.png?width=50&height=50&name=twitter%20icon.png)](https://twitter.com/BudgetEaseBiz) - [![linkedin](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/linkedin%20icon.png?width=50&height=50&name=linkedin%20icon.png)](https://www.linkedin.com/company/budgetease) - [![youtube](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/youtube.png?width=50&height=50&name=youtube.png)](https://www.youtube.com/c/BudgetEaseShakerHeights) - [![instagram](https://www.budgetease.biz/hs-fs/hubfs/instagram.png?width=20&height=20&name=instagram.png)](https://www.instagram.com/budgetease_bookkeeping/)   [![budget-ease-logo](https://www.budgetease.biz/hs-fs/hubfs/Budgetease-2023/images/home/budget-ease-logo.png?width=284&height=52&name=budget-ease-logo.png "budget-ease-logo")](https://www.budgetease.biz/) - [Home](https://www.budgetease.biz) - [About](https://www.budgetease.biz/about-us) Show submenu for About - [Testimonials](https://www.budgetease.biz/testimonials) - [Our Team](https://www.budgetease.biz/about-us/our-team) - [Careers](https://budgetease.bamboohr.com/careers) - [Services](https://www.budgetease.biz/services) Show submenu for Services - [Bookkeeping Services](https://www.budgetease.biz/services) - [Virtual Bookkeeping](https://www.budgetease.biz/services/virtual-bookkeeping) - [Industries we serve](https://www.budgetease.biz/industries) - [Resources](https://www.budgetease.biz/resources) Show submenu for Resources - [Forms and Templates](https://www.budgetease.biz/resources/forms-templates) - [Frequently Asked Questions](https://www.budgetease.biz/resources/frequently-asked-bookkeeping-questions) - [Tax Planning](https://www.budgetease.biz/resources/year-end-tax-planning) - [QuickBooks Tips and Tools](https://www.budgetease.biz/resources/quickbooks-tips-and-tools) - [Blogs/Video](https://www.budgetease.biz/resources/forms-templates#) Show submenu for Blogs/Video - [Blogs](https://www.budgetease.biz/blog) - [Videos](https://www.budgetease.biz/budgetease-broadcast-video-tip-series) - [Contact us](https://www.budgetease.biz/new-schedule-a-call) - [Home](https://www.budgetease.biz) - [About](https://www.budgetease.biz/about-us) Show submenu for About - [Testimonials](https://www.budgetease.biz/testimonials) - [Our Team](https://www.budgetease.biz/about-us/our-team) - [Careers](https://budgetease.bamboohr.com/careers) - [Services](https://www.budgetease.biz/services) Show submenu for Services - [Bookkeeping Services](https://www.budgetease.biz/services) - [Virtual Bookkeeping](https://www.budgetease.biz/services/virtual-bookkeeping) - [Industries we serve](https://www.budgetease.biz/industries) - [Resources](https://www.budgetease.biz/resources) Show submenu for Resources - [Forms and Templates](https://www.budgetease.biz/resources/forms-templates) - [Frequently Asked Questions](https://www.budgetease.biz/resources/frequently-asked-bookkeeping-questions) - [Tax Planning](https://www.budgetease.biz/resources/year-end-tax-planning) - [QuickBooks Tips and Tools](https://www.budgetease.biz/resources/quickbooks-tips-and-tools) - [Blogs/Video](https://www.budgetease.biz/resources/forms-templates#) Show submenu for Blogs/Video - [Blogs](https://www.budgetease.biz/blog) - [Videos](https://www.budgetease.biz/budgetease-broadcast-video-tip-series) - [Contact us](https://www.budgetease.biz/new-schedule-a-call) X This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Forms & Templates [![Get started](https://no-cache.hubspot.com/cta/default/397832/86201086-cd95-4bf7-9498-d7cb1a1edf9e.png)](https://cta-redirect.hubspot.com/cta/redirect/397832/86201086-cd95-4bf7-9498-d7cb1a1edf9e) [![Book a meeting / Schedule a call](https://no-cache.hubspot.com/cta/default/397832/0c4e3d0e-1972-4784-84c2-707ee568734c.png)](https://cta-redirect.hubspot.com/cta/redirect/397832/0c4e3d0e-1972-4784-84c2-707ee568734c) - [Home](https://www.budgetease.biz) - [Resources](https://www.budgetease.biz/resources) - Forms & Templates ## Budget for Volunteer Program A **Volunteer Program Budget Template Spreadsheet** helps nonprofits track and manage financial resources by outlining income sources, expenses, and the overall value of volunteer contributions. It typically includes sections for volunteer time value, in-kind donations, and grants, alongside expenses such as staffing, training, supplies, events, marketing, and software. The template also calculates total costs, value added, and the percentage of impact, helping organizations plan effectively, secure funding, and demonstrate program benefits. Regular updates and analysis ensure financial accountability and strategic resource allocation. [ Click here to access the list ](https://www.budgetease.biz/hubfs/Sample%20-%20Budget%20for%20Volunteer%20Program.xlsx) ## Accounts Receivable Best Practices [ Click here to access the list ](https://www.budgetease.biz/hubfs/Accounts%20Receivable%20Best%20Practices.pdf) ## QuickBooks Audit Checklist Complete this quick checklist to ensure your QuickBooks are in order. [ Access the Checklist here ](https://www.budgetease.biz/hubfs/Quick_Audit_Check_List.pdf) ## ACH Authorization Form In order to automatically pull funds from a client’s bank account or credit card you should have a signed authorization from your client. This form has all the information you need to withdraw the funds, plus when signed by your client, gives you authorization. We use this form for clients who don’t want to bother paying bills or who are slow pays in order to assure our work is being paid for as agreed. Make sure you keep the form in a secure location so the confidential information is safe. [ Access the form here ](https://www.budgetease.biz/hubfs/eCheck_Authorization_Form-1.doc) ## Expense Report Template We see a variety of expense reports. This form is easy to fill out and contains the information you need to efficiently process a payment to an employee. [ Access the form here ](https://www.budgetease.biz/expense-report-template) ## W-9 Obtain a W-9 from each person you paid more than $600 a year for services or rents so you have the information you need to prepare a 1099. Obtain this form from individuals or LLCs for accounting, legal, housekeeping, marketing, or other services. You need not collect this form when you purchase merchandise, pay for utilities, or when purchasing anything from non-profits or corporations (unless it is your attorney). [ Access the form here ](https://www.budgetease.biz/hubfs/W-9.pdf) ## BudgetEase Protocol for Vendor Changes To protect our clients from fraud, BudgetEase will not make changes to a vendor's address or bank information without written and verbal permissions from our client. [ Access the protocol here ](https://www.budgetease.biz/hubfs/BudgetEase%20Protocol%20for%20Vendor%20Changes.pdf) Have questions? Schedule a call with us. 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