Tax form templates: W-9, W-4, 1099, 1040 and more

How to use a template

1. Open the templates. In the Klevo app tap Templates, or open them in your browser.
2. Pick a layout. Tap a template to open it. Every template is a real PDF you can download straight away.
3. Fill it in by typing. Type or paste your details and say what you want, for example “fill in this W-9 for Jane Doe, sole proprietor, address 12 Main St, Austin TX 78701”. The AI fills in the document and keeps the layout.
4. Refine and export. Keep adjusting in plain words, undo anything, then download the PDF, share a link or send it for e-signature.

Tax form templates in Klevo

• W-2 Wage and Tax Statement
• W-3 Transmittal of Wage and Tax Statements
• W-4 Employee’s Withholding Certificate
• W-9 Request for Taxpayer Identification Number
• 1099-NEC Nonemployee Compensation
• 1099-MISC Miscellaneous Information
• 1099-K Payment Card and Third Party Network Transactions
• 1099-INT Interest Income
• 1099-DIV Dividends and Distributions
• 1099-B Proceeds From Broker and Barter Exchange Transactions
• 1099-R Distributions From Pensions, Annuities and Retirement Plans
• 1099-G Certain Government Payments
• 1099-S Proceeds From Real Estate Transactions
• 1099-SA Distributions From an HSA, Archer MSA or Medicare Advantage MSA
• SSA-1099 Social Security Benefit Statement
• 1040 U.S. Individual Income Tax Return
• 1040-ES Estimated Tax for Individuals
• 1040-V Payment Voucher
• Schedule A Itemized Deductions
• Schedule B Interest and Ordinary Dividends
• Schedule C Profit or Loss From Business
• Schedule C-EZ Net Profit From Business (simplified)
• Schedule D Capital Gains and Losses
• Schedule E Supplemental Income and Loss
• Schedule EIC Earned Income Credit
• Schedule SE Self-Employment Tax
• 1065 U.S. Return of Partnership Income
• 1120 U.S. Corporation Income Tax Return
• 1120-S U.S. Income Tax Return for an S Corporation
• 2553 Election by a Small Business Corporation
• 8832 Entity Classification Election
• 941 Employer’s Quarterly Federal Tax Return
• 940 Employer’s Annual Federal Unemployment (FUTA) Tax Return
• 944 Employer’s Annual Federal Tax Return
• 2210 Underpayment of Estimated Tax by Individuals
• 4562 Depreciation and Amortization
• 4684 Casualties and Thefts
• 4797 Sales of Business Property
• 8862 Information to Claim Certain Refundable Credits

Which form do you need?

• A client asked for your tax details: W-9 (you send it to them; they do not send it to the IRS).
• Starting a new job: W-4, which tells your employer how much tax to withhold.
• You paid a freelancer $600 or more: 1099-NEC.
• Self-employed: Schedule C for profit or loss and Schedule SE for self-employment tax, with estimated payments on 1040-ES.
• Choosing how a business is taxed: 2553 to elect S corporation status, 8832 for entity classification.

Important

These templates are simplified recreations for drafting and record-keeping, not the official IRS forms, and they may not reflect the latest revision. File with the current official form from irs.gov, and ask a tax professional if you are unsure. Klevo does not file taxes or give tax advice.

Frequently asked questions

Can I file these forms with the IRS?

No. Use them to draft and organize your information, then file with the current official form from irs.gov or through tax software or a tax professional.

Are the tax form templates free?

Klevo is free to download and includes free AI edits every day. Pro removes the daily limit: in the phone app through the App Store or Google Play, or on the web for $7.99 a month or $29.99 a year.

Is my tax information private?

Your documents are visible only to you and the people you share them with. Text you send to the AI is processed to produce the result. See the privacy policy.

Who sends a W-9?

The person or business being paid fills in a W-9 and gives it to the payer, who uses it to prepare a 1099. It is not sent to the IRS.

Related: PDF templates · Invoice templates · Edit a PDF online

Updated October 22, 2026 · by the Klevo team at RRDL Limited