2017 OATC Supply Order Form

Transcription

1 REFERENCE BOOKS & CLIENT TAX TOOLS QUICKFINDER PRODUCTS Quickfinder Premium Handbook (1040 & Small Business): 1001 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Print with 3-Ring Binding 1 Book Quickfinder 1040 Handbook: 1011 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Print with 3-Ring Binding 1 Book Quickfinder Small Business Handbook: 1031 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Print with 3-Ring Binding 1 Book Quickfinder All States Handbook: 1041 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Quickfinder Annual Tax Update Handbook: 1058 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Quickfinder Depreciation Handbook: 1061 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Quickfinder Health Care Reform Handbook: 1064 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Quickfinder Individuals Special Tax Situations Handbook: 1066 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Quickfinder IRA and Retirement Plan Handbook: 1070 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Quickfinder Social Security & Medicare Handbook: 1075 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Quickfinder Tax Planning for Individuals Handbook: 1080 Print with Traditional Plastic Comb Binding 1 Book ebook 1 ebook Quickfinder Tax Tables for Individual Returns (6-Page Laminated Fold-out) Quickfinder Tax Tables for Business Returns (6-Page Laminated Fold-out) Page 1 Subtotal $

2 REFERENCE BOOKS & CLIENT TAX TOOLS (Continued) THE TAXBOOK PRODUCTS 1201 The Tax Book Deluxe Edition (1040, Business, Estates) 1 Book The Tax Book 1040 Edition 1 Book The Tax Book Small Business Edition 1 Book The Tax Book All States Edition 1 Book The Tax Book Planning Strategies 1 Book The Tax Book What s New In-Depth 1 Book The Tax Book Depreciation Edition 1 Book The Tax Book Social Security & Medicare 1 Book The Tax Book California Edition 1 Book The Tax Book WebLibrary (1 st User) The Tax Book WebLibrary (Add Users) Each User The Tax Book WebLibrary Plus (1 st User) The Tax Book WebLibrary Plus (Add Users) Each User The Tax Book FastTaxFacts: Master Set (This set includes 10 tri-fold laminated charts on the following topics: 1040 and Small Business W-2/1099 Roadmap Clients With Children Starting A Business Depreciation Military International Foreclosures & Repossessions Social Security & Medicare Repairs & Improvements The Tax Book Client TaxTools Series: 1 Set Calendar & Mileage & Expense Log *** ***See Item Nos & 1602 below for Non-Year Specific Mileage Logs Client Handouts Subscription (Subscription valid 12/15/17 through 12/1/18) (Customizable Handouts and Newsletters to Print or to your Clients) MISCELLANEOUS REFERENCE BOOKS CCH U.S. Master Tax Guide 2018 Edition 1 Book CCH U.S. Master Estate and Gift Tax Guide 2018 Edition 1 Book CCH Guidebook to California Taxes 2018 Edition 1 Book AUTO MILEAGE LOGS (NOW AVAILABLE IN ADDITION TO ITEM 1311 ABOVE) DOME Auto Mileage Log (3.25 x 6.25 ; 32 Pages; 1 Double-Sided Page per Month; Pages for Recording Repairs, Maintenance, Tolls & Parking Fees; Summary Page for Accountant, including Affidavit) NOT SPECIFIC TO ANY YEAR 1 Book Annual Business Mileage Log (4 x 8 ; 20 Pages; 1 Single-Sided Page per Month; Pages for Recording Repairs, Maintenance, Tolls & Parking Fees; Summary Page for Accountant, including Affidavit) NOT SPECIFIC TO ANY YEAR 1 Book NOTE: The above pricing for The TaxBooks cannot be guaranteed for late orders, as we do not receive favorable shipping costs on late orders. The additional shipping costs will be passed on for orders placed after October 31 st. Page 2 Subtotal $

3 CLIENT TAX RETURN FOLDERS CUSTOM PRINTED FOLDERS WITH OATC LOGO 2001 OATC Linen Folders, Ivory with Green Printing & OATC Logo, No Pockets Set of SOFTWARE COMPATIBLE FOLDERS: 80# Royal Linen, 2 Center-Cut Windows for Slip Sheet, Single Pocket DRAKE, TAXWISE, TAXWORKS, TRX PRO, GREAT TAX, ACCUTAX 2021 Forest Green - Staple Side Tabs Set of Forest Green - Hidden Staple Top Tab Set of P Forest Green - Pocket Format (No Staple Tabs) Set of Burgundy - Staple Side Tabs Set of Burgundy - Hidden Staple Top Tab Set of P Burgundy - Pocket Format (No Staple Tabs) Set of Dark Blue - Staple Side Tabs Set of Dark Blue - Hidden Staple Top Tab Set of P Dark Blue - Pocket Format (No Staple Tabs) Set of ATX, ULTRA TAX, TAX ACT, CCH/PROSYSTEMfx, TAXSLAYER, 1040 MAX 2031 Forest Green - Staple Side Tabs Set of Forest Green - Hidden Staple Top Tab Set of P Forest Green - Pocket Format (No Staple Tabs) Set of Burgundy - Staple Side Tabs Set of Burgundy - Hidden Staple Top Tab Set of P Burgundy - Pocket Format (No Staple Tabs) Set of Dark Blue - Staple Side Tabs Set of Dark Blue - Hidden Staple Top Tab Set of P Dark Blue - Pocket Format (No Staple Tabs) Set of LACERTE, PROSERIES 2041 Forest Green - Staple Side Tabs Set of Forest Green - Hidden Staple Top Tab Set of P Forest Green - Pocket Format (No Staple Tabs) Set of Burgundy - Staple Side Tabs Set of Burgundy - Hidden Staple Top Tab Set of P Burgundy - Pocket Format (No Staple Tabs) Set of Dark Blue - Staple Side Tabs Set of Dark Blue - Hidden Staple Top Tab Set of P Dark Blue - Pocket Format (No Staple Tabs) Set of NOTE: The above pricing for Software Compatible Folders is available only for orders placed by November 15 th. Page 3 Subtotal $

4 ENVELOPES (ALL ENVELOPES ARE #10 UNLESS NOTED OTHERWISE & PRE-ADDRESSED) FEDERAL INDIVIDUAL RETURNS 2210 Form 1040-V Payment Voucher (E-File or Paper Returns) IRS, PO Box 7704, San Francisco, CA Box of (Same as 2210) Set of (Same as 2210) Set of Form 1040 Refund or Without Payment IRS, Fresno, CA Set of Form 1040-ES Estimates IRS, PO Box , San Francisco, CA Box of (Same as 2229) Set of (Same as 2229) Set of Form 4868 Extension With Payment IRS, PO Box 7122, San Francisco, CA Set of Form 4868 Extension Without Payment IRS, Fresno, CA Set of Form 1040X All Returns IRS, Fresno, CA Set of OREGON & LOCAL INDIVIDUAL RETURNS 2309 Form 40 - Estimates & Exten Pymt ODR, PO Box 14950, Salem, OR Box of (Same as 2309) Set of (Same as 2309) Set of Form 40 - E-File Return Payment ODR, PO Box 14720, Salem, OR Box of (Same as 2319) Set of (Same as 2319) Set of Tri-Met & Lane Co. SE Tax; Timber Tax PO Box 14003, Salem, OR Set of Form SP-01 City of Portland / Multnomah County 111 SW Columbia St., Ste. 600, Portland, OR Set of OR Combined Payroll Tax PO Box 14800, Salem, OR Set of MISCELLANEOUS BLANK ENVELOPES 2501 #11 Size: Estimated Payments Record (Printed on 28# Manila Envelope) Set of (Same as 2501) Set of #9 Size White Envelope, 24# Box of (Same as 2511) Set of #10 Size White Envelope, 24#, Security Tint Box of #11 Size White Envelope, 24# Box of (Same as 2521) Set of x 9 White Booklet Envelope (Top Opening), 24# Box of (Same as 2531) Set of x 12 White Catalog Envelope (Open End), 28#, Self-Seal Box of (Same as 2540) Set of (Same as 2540) Set of /2 X 12-1/2 Manila Catalog Envelope (Open End), 28# Gummed (No Clasp) Box of (Same as 2550) Set of (Same as 2550) Set of /2 X 12-1/2 White Catalog Envelope (Open End), 28#, Gummed (No Clasp) Box of (Same as 2560) Set of (Same as 2560) Set of x 13 White Catalog Envelope (Open End), 28#, Gummed (No Clasp) Box of (Same as 2570) Set of (Same as 2570) Set of Page 4 Subtotal $

5 ADDRESS LABELS & MISCELLANEOUS LABELS Labels may be ordered below with addresses identical to the envelopes offered (Item # s 2210 through 2351). Please indicate the Item # of the envelope followed by L. If you would like labels made for any unlisted address, please write in the address you would like and leave the Item # blank. Example: 2309L ODR, PO Box 14950, Salem, OR SSA W-2s and W-3s 2611 CA Franchise Tax Board REFUND PO Box CA Franchise Tax Board BALANCE DUE PO Box (Printed on 1/2 x 1-3/4 Clear Labels) Sheet of Income Tax Records (Printed on 1-1/3 x 4 Clear Labels) Sheet of OFFICE & MISCELLANEOUS SUPPLIES 3021 Sign Here Tags 9/16 x 2 Red, Reversible, Including Refillable Dispenser 120 Tags Sign Here Tags 2 Refills for Item Tags Sign Here Tags 1 x 1-3/4 Yellow/Red in Pop-Up Dispenser 100 Tags Sign Here Tags 1/2 x 1-3/4 Assorted Colors in 4 Pop-Up Dispensers 140 Tags Self-Stick Notes 1-1/2 x 2 Asstd. Pastel Colors 12 Pads per Pack 1 Pack Self-Stick Notes 3 x 3 Yellow 12 Pads per Pack 1 Pack Privacy Policy Set of License Frame Fits Tax Board Business & Individual Licenses (Oak Finish) Each OATC Cookbook (A compilation of recipes from OATC members) 189 Pages Each 5.00 PRE-PRINTED FORMS W-2 S LW2A Laser Sheet W-2 Copy A Federal 2 up 50 Sheets LW2B Laser Sheet W-2 Copy B Employee Fed Copy 2 up 50 Sheets LW2CLW22 Laser Sheet W-2 Copy C Employee Record/Employee State Copy 2 up 50 Sheets LW2D1 Laser Sheet W-2 Copy 2 Employer OR State/City Copy 2 2 up 50 Sheets L4UP Laser Sheet W-2 Copy 4 to a corner combined form 50 Sheets L87 Laser Sheet W-2 Copy 4 up letter box combined form 50 Sheets L4UPW Laser Sheet W-2 Copy 4 to a corner combined form electronic filing 50 Sheets LW3 Laser Sheet W-3 50 Sheets BLANK PERFORATED FORMS LW2BL Laser Sheet W-2 Blank Perforated 2 up with backer instructions 50 Sheets LW2NB Laser Sheet W-2 Blank Perforated 2 up no instructions 50 Sheets LW3BL Laser Sheet W-2 Blank Perforated 3 up with backer instructions 50 Sheets L4BL Laser Sheet W-2 Blank Perforated 4 up CORNERS with backer 50 Sheets L4BLNB Laser Sheet W-2 Blank Perforated 4 up CORNERS no backer 50 Sheets L87B Laser Sheet W-2 Blank Perforated 4 up LETTER BOX with backer 50 Sheets L87B500 Laser Sheet W-2 Blank Perforated 4 up LETTER BOX with backer 500 Sheets L4BLNB500 Laser Sheet W-2 Blank Perforated 4 up CORNERS no backer 500 Sheets LW2BL500 Laser Sheet W-2 Blank Perforated 2 up with backer instructions 500 Sheets LW2NB500 Laser Sheet W-2 Blank Perforated 2 up no instructions 500 Sheets NOTE: The above pricing for W-2 s is guaranteed only for orders placed by October 31 st. Orders received after October 31 st may be subject to a slight increase due to additional shipping costs. Page 5 Subtotal $

6 1099 S PRE-PRINTED FORMS LMA Laser Sheet 1099 MISC Copy A Fed 50 Sheets LMB Laser Sheet 1099 MISC Copy B Recipient 50 Sheets LMCLM2 Laser Sheet 1099 MISC Copy C Payer/State 50 Sheets LIA Laser Sheet 1099 INT Copy A 50 Sheets LIB Laser Sheet 1099 INT Copy B 50 Sheets LIC Laser Sheet 1099 INT Copy C/Payer/State Copy C 50 Sheets LDA Laser Sheet 1099 DIV Copy A 50 Sheets LDB Laser Sheet 1099 DIV Copy B 50 Sheets LDC Laser Sheet 1099 DIV Copy C/Payer/State Copy C 50 Sheets L1096 Laser Cut Sheet Sheets BLANK PERFORATED FORMS LMBL Laser Sheet 1099 BLANK 2 up with backers 50 Sheets LMBL500 Laser Sheet 1099 BLANK 2 up with backers 500 Sheets L9BL Laser Sheet 1099 BLANK 3 up with stub no backer 50 Sheets L9BL500 Laser Sheet 1099 BLANK 3 up with stub no backer 500 Sheets LR4BL Laser Sheet 1099R 4 to a corner with backer 50 Sheets LR4BL500 Laser Sheet 1099R 4 to a corner with backer 500 Sheets L9BLH Laser Sheet 1099 BLANK 3 up NO STUB or backer 50 Sheets L9BLH500 Laser Sheet 1099 BLANK 3 up NO STUB or backer 500 Sheets W-2 & 1099 ENVELOPES Please Note: Some Programs Printed on Blank Stock May NOT Fit These Stock Envelopes. Call for Samples DOUBLE WINDOW ENVELOPES DW19 Fits 3-up 1099s, 1098 Forms DW19S Fits 3-up 1099s, 1098 Forms (Self-Seal) DW3 Fits W-2 3-up Blank Laser DW3S Fits W-2 3-up Blank Laser (Self-Seal) DW387 Fits L87, CL DW387S Fits L87, CL38 (Self-Seal) DW4MW Fits W-2 L4UPW and 1099R 4UPLaser DW4MWS Fits ALT W-2 L4UPW and 1099R 4UPLaser (Self-Seal) DW4S Split Window for W DW4SS Split Window for W-2 (Self-Seal) DWCL Fits W-2 Laser and Continuous DWCLS Fits W-2 Laser and Continuous (Self-Seal) DWMR Fits 2-up 1099s DWMRS Fits 2-up 1099s (Self-Seal) NOTE: The above pricing for 1099 s and Envelopes is guaranteed only for orders placed by October 31 st. Orders received after October 31 st may be subject to a slight increase due to additional shipping costs. Page 6 Subtotal $

7 LASER SETS EACH COPY IN PACKS OF 50 SHEETS Part Set 1099 MISC Copy A,B,C 1 Package E 3-Part Set 1099 MISC Copy A,B,C Envelopes 1 Package Part Set 1099 MISC Copy A,B,C,C 1 Package E 4-Part Set 1099 MISC Copy A,B,C,C Envelopes 1 Package Part Set 1099 INT Copy A,B,C 1 Package E 3-Part Set 1099 INT Copy A,B,C Envelopes 1 Package Part Set 1099 INT Copy A,B,C,C 1 Package E 4-Part Set 1099 INT Copy A,B,C,C Envelopes 1 Package Part Set 1099 R Copy A,B,C,D 1 Package E 4-Part Set 1099 R Copy A,B,C,D Envelopes 1 Package Part Set W-2 Copy A,B,C,D 1 Package E 4-Part Set W-2 Copy A,B,C,D Envelopes 1 Package Part Set W-2 Copy A,B,C,D,1,2 1 Package E 6-Part Set W-2 Copy A,B,C,D,1, Envelopes 1 Package EACH COPY IN PACKS OF 25 SHEETS Part Set 1099 DIV Copy A,B,C 1 Package E 3-Part Set 1099 DIV Copy A,B,C + 50 Envelopes 1 Package Part Set 1099 MISC Copy A,B,C 1 Package E 3-Part Set 1099 MISC Copy A,B,C + 50 Envelopes 1 Package Part Set 1099 INT Copy A,B,C 1 Package E 3-Part Set 1099 INT Copy A,B,C + 75 Envelopes 1 Package Part Set 1099 R Copy A,B,C,D 1 Package E 4-Part Set 1099 R Copy A,B,C,D + 50 Envelopes 1 Package Part Set W-2 Copy A,B,C,D 1 Package E 4-Part Set W-2 Copy A,B,C,D + 50 Envelopes 1 Package Part Set W-2 Copy A,B,C,D,1,2 1 Package E 6-Part Set W-2 Copy A,B,C,D,1, Envelopes 1 Package EACH COPY IN PACKS OF 10 SHEETS 95204ES Laser W-2 4 Parts A,B,C,D + 20 DWCLS Envelopes 1 Package ES Laser W-2 6 Parts A,B,C,D,1, DWCLS Envelopes 1 Package ES Laser 1099-MISC 3 Parts A,B,C + 20 DWMRS Envelopes 1 Package ES Laser 1099-MISC 4 Parts A,B,C,C + 20 DWMRS Envelopes 1 Package ES Laser 1099-INT 3 Parts A,B,C + 20 DW19S Envelopes 1 Package ES Laser 1099-INT 4 Parts A,B,C,C + 20 DW19S Envelopes 1 Package TAX SOFTWARE Tax Right by Comply Right Software for Preprinted W-2 and 1099 Forms Laser Link Software for Blank or Preprinted Forms W-2 and 1099 products are provided by Safeguard. They are willing to provide you with free samples to help you with your ordering. Please contact the OATC office for assistance in obtaining samples. Additionally, if you are interested in forms not listed above, please contact the OATC office, as we will be able to acquire discount pricing for you. Additional items may be ordered in the following spaces: NOTE: The above pricing for Laser Sets and Tax Software is guaranteed only for orders placed by October 31 st. Orders received after October 31 st may be subject to a slight increase due to additional shipping costs. Page 7 Subtotal $

8 TONER CARTRIDGES NOTE: These are compatible (not Genuine ) cartridges, as used by the OATC office! Compatible to HP # For HP Laser Printer: Est. Yield 4100 C7115X 1000, 1005W, 1200, 1200n, 1220, , , 1012, 1015, 1020, 1022, 3015, 3020, 3030, 4120 Q2612A 3050, 3052, 3055 Series 2, C4092A 1100, 1100A, , C4096A 2100, 2200 Series 5, Q6511X 2400 Series 12, C4127X 4000, 4050 Series 10, C8061X 4100, 4100mfp, 4100tn, 4101mfp, 4100dtn, 4100n 10, , 4250, 4300dtnsl, 4350dtnsl, 4200dtn, 4250dtn, 4350 Q5942X 4300n, 4350n,4250tn, 4200n,4200tn (High Yield Cartridge) 20, CB435A P1005, P1006 1, Q7553X P2015 Series 7, CE278A P1566, P1606, P1606DN, Pro M1536DNF MFP 2, Qty CE505A P2035, P2055, P2055dn, P2055X, P2035n, P2055d, P2055n 2, CE255X P3010, P3015d, P3015x, P3011, P3015dn, P3016, P3015 P3015n & Others 12, CF280X LaserJet Pro 400 M401dn, 400 M401dw, 400 M401n, 400 M425dn 6, CF283A LaserJet Pro M201dw, M201n, MFP M125, MFP M125a, MFP M125nw, MFP M125rnw, MFP M127, MFP M127fn, MFP M127fw, MFP M225dn, MFP M225dw 1, Compatible Est. For Brother Laser Printer: to Brother # Yield Qty TN360 DCP-7030, DCP-7040, HL-2140, HL-2170W, MFC-7440N, MFC-7840W (High Yield Cartridge) 2, TN450 DCP-7060, HL-2220, HL-2230, HL-2240, HL-2240D, HL-2270DW, MFC-7360N, MFC-7460DN, MFC-7860DW 2, TN580 DCP-8060, 8065, HL-5240, 5250, 5270, 5280, MFC-8460, 8660, 8860, 8870 (High Yield Cartridge) 7, TN650 DCP-8050, DCP-8050DN, DCP-8080, DCP-8080DN DCP-8085, DCP-8085D, DCP-8085DN, HL-5340, HL-5340D, HL-5350, HL-5350DN, HL-5350DNLT, HL-5370, HL-5370DW, HL-5370DWT, HL-5380, HL-5380DN, MFC-8370, MFC-8480, MFC-8480DN, MFC-8680DN, MFC-8690DW, MFC-8880DN, MFC-8890, MFC-8890DW 8, TN660 DCP-L2520DW, HL-L2340DW, MFC-L2720DW, DCP-L2540DW, HL-2360DW, MFC-L2740DW, HL-L2300D, HL-L2380DW, HL-L2320D, MFC-L2320D 2, TN750 HL-5450DN, MFC-8910DW, MFC-8950DW, MFC-8950DWT, HL-6180DWT, MFC-8510DN, MFC-8710DW, HL-5470DW, HL-5470DWT, HL-6180DW 8, TN DW, HL-6180DWT, MFC-8950DW, MFC-8950DWT 12, Compatible Est. For Lexmark Laser Printer: to Lexmark # Yield Qty F1X00 MX510DE, MX511DE, MX511DHE, MX511DTE, MX610DE, MX611DE, MX611DHE, MX611DTE 20, Retail Prices are those for Genuine HP Cartridges Call OATC Office for Quote on other Cartridges and List Below: NOTE: The above pricing for Toner Cartridges is guaranteed only for orders placed by October 31 st. Orders received after October 31 st may be subject to a slight increase due to additional shipping costs. Page 8 Subtotal $

9 ORDER SUMMARY Page 1 Subtotal $ Page 2 Subtotal Page 3 Subtotal Page 4 Subtotal Page 5 Subtotal Page 6 Subtotal Page 7 Subtotal Page 8 Subtotal ORDER SUBTOTAL NON-MEMBERS: Add 20% on any purchase (except Quickfinders and The Tax Books ) ORDER TOTAL $ Name Street OATC Chapter (Members Only) City Phone State Zip Total Payment $ Cash $ Check $ Credit Card Amount $ Visa MasterCard Discover Amex I authorize you to charge this purchase to my credit card: Credit Card Number: Exp: / CSV Code: Cardholder Signature: To receive the pricing listed on this order form, submit this form along with your check or credit card authorization to the OATC office so that we receive it no later than October 31, We may be unable to fulfill orders received after October 31 st for certain items, or they may be subject to additional costs as noted above; however, most items will be available throughout tax season. SUBMIT YOUR ORDER: Oregon Association of Tax Consultants Mail: 3075 S.E. Century Blvd., Ste. 110 Hillsboro, OR director@oatc-oregon.org Fax: (503) Please submit only the pages that contain items you are ordering. Blank pages are not necessary. Please contact the OATC office if you have any questions: (503) Page 9