Client Forms & Software Downloads
Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address - make sure you check your email and confirm your email address.
Finally, you will receive a confirmation email containing a PDF copy of your signed form. Please keep a copy of the document for your records.
- 2016 Client Information Form (eSign)
- 2016 Tax Questionnaire (eSign)
- 2016 Individual Tax Engagement Letter (eSign)
- 2016 Consent to Use Document (eSign)
- 2016 Business Tax Engagement Letter (eSign)
PDF Versions of the Above Forms
- 2016 Client Information Form
- 2016 Tax Questionnaire
- 2016 Individual Income Tax Engagement Letter
- 2016 Consent to Use Document
- 2016 Business Tax Engagement Letter
Patrick Payroll Forms
- Employee Add or Change Form
- Direct Deposit Authorization Form (eSign)
- Direct Deposit Authorization Form
- Paycard Enrollment Form (eSign)
- Paycard Enrollment Form
- New Hire Packet (2017)
- MS New Hire Packet (2017)
Government Forms & Links
- Form I-9
- Form W-4
- MS Employee's Withholding Certificate
- Worker Classification
- Federal Reserve Holidays
Employee Insurance Coverage Notices
- Form 1 - For employers who offer a health plan to some or all employees.
- Form 2 - For employers who do not offer a health plan.