Forms

Yacht Crew Tax Organizers

Individual / Business Forms

• Organizer – Short Form 2.0 [ONLINE]
• Questionnaire Engagement 2.0 [ONLINE]
• Engagement Letter [PDF]
• Individual Tax Organizer – Long Form [PDF]
• Individual Tax Organizer – Short Form [PDF]
• Business Tax Organizer [PDF]
• Self Employed Tax Organizer [PDF]
• Business Use of Vehicle 2017 [PDF]
• Foreign Tax Calendar [PDF]
• Foreign Bank Account Worksheet [PDF]

Yacht Crew Payroll and Tax Forms

Crew Forms

• Crew Forms for US Citizens and Residents [ONLINE]
• Crew Forms for Nonresidents [ONLINE]
• Crew Information Sheet [PDF]
• Geoblue Enrollment [PDF]

IRS Forms

• IRS Form W4 [PDF]
• IRS Form 8233 [PDF]
• IRS Form W7 – Application for IRS Individual Taxpayer Identification Number [PDF]
• IRS Form W9 [PDF]
• IRS Form SS-5 [PDF]