Find Form W9, Form 1099 and instructions on filing electronically for independent contractors. Part 1 – Complete this part to calculate your withholding allowances for New York State and Yonkers (line 1 of Form IT-2104).Complete Form DTF-5 and include it with your request for a payment plan, offer in compromise, or other proposal. Find information on selfemployment, including when and how to file your federal tax return and make estimated payments. If you are employed as a regular employee and receive a W-2 tax form, start with that. The pay statement provides details about your current and year-to-date earnings, taxes, deductions, and accrued leave time. EXPENSES: (List your current expenses on a monthly basis. If you are employed as a regular employee and receive a W-2 tax form, start with that. Get hands-on and build your first Agent with Agentforce Read More. Close. Financial Services Cloud.