What it covers

Tax year 2025 produces forms for paper filing. Tax year 2026 is an estimate until final forms are published.

E-file

Not available. Paid preparers who expect to file 11 or more individual returns a year are generally required to e-file, unless a waiver applies.

Form 1040; Schedules 1, 1-A, 2, 3, 8812, A, B, C, D, E, F, SE
Forms 1040-V, 4868, Schedule EIC, 8867 (header; preparer completes the checklist), 1116, 2441, 4562 (real property, equipment, Section 179, bonus), 4797 (equipment sales), 6251, 8582, 8863, 8889, 8949, 8959, 8960, 8962, 8995, 8995-A
Forms 2555 (wages and the housing exclusion), 1040-X, 5695 (energy credits), 8283 (noncash gifts, Section A), 2210 (underpayment penalty), 8606 (IRA basis, both spouses), 8615 (kiddie tax), and 8880 (Saver’s Credit); Form 8283 Sections A and B
Michigan MI-1040, Schedules 1, W, NR, MI-1040CR, and Form 4884
City of Detroit resident and nonresident returns (Forms 5118, 5119, City Schedule W)
Estimates for the other Michigan cities with income tax
Ohio, Indiana, and Illinois tax estimates (no state form)
Michigan Form 4895 loss adjustment

Forms 1120, 1120-S, 1065, Schedule K-1, Forms 1125-A and 7004
Schedules L, M-1, M-2 from your balance sheet
Michigan Forms 4891, 4893, and 4894 (Small Business Alternative Credit)
Michigan Flow-Through Entity tax figures for filing in Michigan Treasury Online, and the owner credit on the MI-1040
W-2s with the W-3, and 1099-NEC and 1099-MISC with the 1096, for 2026 payments. These are the recipient and record copies. File Copy A online through SSA Business Services Online and IRS IRIS.

Form 1041 for estates and trusts, page 1, with capital gain rates, Net Investment Income Tax, and beneficiary Schedule K-1s
Form 990-EZ for smaller nonprofits, pages 1 and 2
Form 709 gift tax computation
Notice tracking with drafted responses for CP2000, balance-due, and identity letters
IRS account transcript reader with flagged codes and the collection statute date
Forms 2848 and 8821; 2026 Form 1040-ES and MI-1040ES vouchers
W-2c, W-3c, and corrected 1099s; Michigan Form 5081; SSA upload file (EFW2) for W-2s; IRS IRIS upload file for 1099s
Client e-signature for engagement letters and Section 7216 consents

Reads W-2, 1099-INT, 1099-DIV, 1099-R, 1099-NEC, 1099-G, 1098, SSA-1099, and receipts
Imports bank and bookkeeping CSV files

E-filing
Foreign housing exclusion; foreign tax credit beyond one passive-category country; FBAR filing
Full Form 990; Form 706
Schedules K-2 and K-3 (the return explains the domestic filing exception)
Business-entity state returns other than Michigan Form 4891
Returns for Michigan cities other than Detroit; Detroit part-year returns (Form 5120)
Income-tax states other than Michigan