Customer Tax Tools
Be prepared for tax time. Here you’ll find tools to help you prepare for tax preparation and manage your finances and, if you’re self-employed, your business.
For All Customers
- P+P Intake Paperwork Packet – Tax Year 2022
- Amendment Request Form (English)
- Printable Homeowner+Renter Info TY2022
- Printable Homeowner+Renter Info (Spanish) TY2022
- Online Submission for Homeowner + Renter Info
- Online Submission for Homeowner + Renter (Spanish) Info
- Paying a Balance Due (English + Spanish) TY2022
Financial Services Handouts
- Credit Report Information
- Financial Counseling Information
- Prepaid Debit Card Information
- U.S. Savings Bond Information
- Money Mentors – Free Financial Coaching Brochure
For Self-Employed
- SETO Tax Year 2022
- SETO Cheat Sheet Tax Year 2022
- SETO Spanish TY 2022
- SETO Spanish Cheat Sheet TY 2022
- Day Care SETO Tax Year 2022
- Day Care SETO Spanish TY 2022
- Income Expense Tracker and Estimator Tool TY 2023- Excel (English)
- Income Expense Tracker and Estimator Tool TY 2023- Google Sheets (English)
- Income Expense Tracker and Estimator Tool TY 2023- Excel (Spanish)
- Income Expense Tracker and Estimator Tool TY 2023- Google Sheets (Spanish)
- Income Expense Worksheet (Spanish)
- Estimated Tax Payment Basics (English)
- Small Business Resources (English)
