/ 
1 Add click sound timing 2 Add typing sound timing Finished
© 2018 Zipier Ltd. All rights reserved.
PlansPricingLogin
All North Carolina forms
 

All North Carolina forms

Change location

 

North Carolina tax forms

NC NC-3 annual W-3
NC NC-3 annual W-3 Purpose

To transmit forms W-2 and/or 1099 to the state. Also used to reconcile tax withheld during the year.

Interval: A

Full name: Annual Withholding Reconciliation
Submission online
  • This form is designed to display information needed when filing online.
  • Employers must submit this form along with W-2s and/or 1099s.

Print: 1 copies on Letter paper

Notes - Online

If the business closes during the year, then this is due within 30 days of the payment of the final wages or discontinuation of business.


NC NC-5 monthly 941
NC NC-5 monthly 941 Purpose

To report tax withheld by the employer to the state on a monthly basis.

Interval: M

Full name: Withholding Return
Submission online
  • Employer can submit this report online.
  • Employers must file this return even if there are no reportable wages or taxes due for the reporting period.

Print: 1 copies on Letter paper


NC NC-5 quarterly 941
NC NC-5 quarterly 941 Purpose

To report tax withheld by the employer to the state on a quarterly basis.

Interval: Q

Full name: Withholding Return
Submission online
  • Employer can submit this report online.
  • Employers must file this return even if there are no reportable wages or taxes due for the reporting period.

Print: 1 copies on Letter paper


NC NC-5Q quarterly 941
NC NC-5Q quarterly 941 Purpose

To report taxes withheld from employees to the state.

Interval: Q

Full name: Quarterly Income Tax Withholding Return
Submission by mail
  • Do not send any payment with this return.
  • Mail to:

    North Carolina Department of Revenue
    PO Box 25000
    Raleigh NC  27640-0605

Print: 1 copies on Letter paper

Notes - Postal
  • This return is for semiweekly payers only.
  • Monthly and quarterly payers use Form NC-3.
  • Employers must file this return even if there are no reportable wages or taxes due for the reporting period.

NC NCUI 101 quarterly UI
NC NCUI 101 quarterly UI Purpose

To report wages and unemployment tax for the quarter to the state.

Interval: Q

Full name: Employer's Quarterly Tax and Wage Report
Submission by mail
  • Enter an "S" in the 'Seasonal' column if the wages reported are seasonal, otherwise leave this space blank.
  • Employers can also submit reports online.
  • Mail to:

    NC Department of Commerce
    Division of Employment Security
    PO Box 26504
    Raleigh NC  27611-6504

Print: 1 copies on Letter paper

Notes - Postal
  • Employers filing this form online, do not need to submit a paper return.
  • Employers must file this return even if there are no reportable wages or taxes due for the reporting period.
Notes - Online
  • Employers filing this form online, do not need to submit a paper return.
  • Employers must file this return even if there are no reportable wages or taxes due for the reporting period.

 

North Carolina new hire forms

NC new hire
NC new hire Purpose

To report newly hired and re-hired employees to the state.

Interval: Nh

Full name: North Carolina New Hire Reporting Form
Submission by mail
  • Mail to:

    North Carolina State Directory of New Hires
    PO Box 90369
    East Point GA  30364-0369

  • Or fax to: (866) 257-7005
  • Employers can also submit reports online.

Print: 1 copies on Letter paper

Notes - Postal
  • Employers must submit this report within 20 days of start date. A re-hire is an employee who has returned after a separation of at least 60 days.
  • An employer may be fined $25 for each instance of failure to report an employee or independent contractor and $500 per employee or independent contractor if a conspiracy to not report exists between the employer and employee.
Notes - Online
  • Employers must submit this report within 20 days of start date. A re-hire is an employee who has returned after a separation of at least 60 days.
  • An employer may be fined $25 for each instance of failure to report an employee or independent contractor and $500 per employee or independent contractor if a conspiracy to not report exists between the employer and employee.
  • Employers who submit reports online shall submit the reports at most, twice a month, 12 to 16 days apart.

NC NC-4 certificate W-4
NC NC-4 certificate W-4 Purpose

For newly hired employees to report their withholding exemption to their employer. It is also for employees who have recently changed their tax status which will affect their withholding exemptions.

Interval: Nhe

Full name: Employee's Withholding Allowance Certificate
Submission by mail
  1. Give a blank form to a new employee or to employees who have changes in their tax situation.
  2. The employee fills up this form and returns it to the employer.
  3. Employers must keep a copy for their records.
    • If the employee meets the conditions listed below, mail to:

      North Carolina Department of Revenue
      Tax Compliance-Withholding Tax
      PO Box 25000
      Raleigh NC  27640-0001

Print: 2 copies on Letter paper

Notes - Postal
  • If the number of an employee's claimed allowances decreases, they must file a new form within 10 days after the change.
  • You may file a new form any time your withholding allowances increases.
  • Employers must send a copy of this form, if:
    • The employee claims more than 10 withholding allowances.
    • The employee claims exemption from withholding and the employee's wages would normally exceed $200 per week.

NC NC-4 NRA exemption certificate
NC NC-4 NRA exemption certificate Purpose

To be used by nonresidents to file exemption from state withholding tax.

Interval: Nhe

Full name: Nonresident Alien Employee's Withholding Allowance Certificate
Submission by mail
  • This form may be requested by the department from the employer.
  • A new certificate must be filed with the employer within 10 days if the withholding allowance decreases.
  • If the employee does not complete this form before the first day of the first payroll period that ends on or after January 1, the employer is required to withhold as "Single" with zero allowances.
  • If employee meets conditions listed below, mail to:

    North Carolina Department of Revenue
    Tax Compliance-Withholding Tax
    PO Box 25000
    Raleigh NC  27640-0001

Print: 2 copies on Letter paper

Notes - Postal
  • Employees may claim exemption from withholding if one of the following conditions apply:
    • Residents of Canada and Mexico performing in transportation service between the US and Canada or Mexico.
    • Residents of Canada and Mexico perform duties connected to the construction, maintenance , or operation of a water-way, viaduct, dam, or bridge crossed by, or crossing, the boundary between the US and Canada or the boundary between the US and Mexico.
  • Nonresident aliens that are residents of the US Virgin Islands are not subject to withholding tax on income earned while temporarily employed in the United States.
  • You must send a copy of this form, if:
    • The employee claims more than 10 withholding allowances.
    • The employee claims exemption from withholding and the employee's wages would normally exceed $200 per week.

NC NC-4EZ exemption certificate
NC NC-4EZ exemption certificate Purpose

To be used by employees to file exemption from state withholding tax.

Interval: Nhe

Full name: Employee's Withholding Allowance Certificate
Submission by mail
  • To maintain the exemption, the employee must submit a new certificate each year.
  • If the employee meets the conditions listed below, mail to:

    North Carolina Department of Revenue
    Tax Compliance-Withholding Tax
    PO Box 25000
    Raleigh NC  27640-0001

Print: 2 copies on Letter paper

Notes - Postal
  • Submit this form to the Department of Revenue if:
    • the employee claims more than 10 withholding allowances.
    • claims exemption from withholding.
  • This form is used by employees who:
    • Plan to claim NC standard deduction.
    • Plan to claim no tax credits or only the credit for children.
    • Prefer not to complete the extended Form NC-4.
    • Qualify to claim the exempt status.
    • Claim Military Spouse Exemption.
  • Employees claiming Military Spouse exemption must submit the following documents:
    • The servicemember's State of Legal Residence Certificate.
    • The employee's Military Spouse ID Card.

 

Federal tax forms

IRS 940 FUTA annual
IRS 940 FUTA annual Purpose

To report federal employer tax that is used to help fund state workforce agencies.

Interval: A

Full name: Employer's Annual Federal Unemployment (FUTA) Tax Return
Submission by mail
  • Due on or before on or before January 31st of the succeeding calendar year.
  • If the due date falls on a Saturday, Sunday or legal holiday, it must be submitted on the first working day AFTER.

[CustomAddress us-fed-940-nopay]

Notes - Postal
  • Employers must file this return even if there are no reportable wages or taxes due for the reporting period.
  • Employers filing this form online, do not need to submit a paper return.
  • Do not adjust prior quarter wages on this report.

IRS 944 annual
IRS 944 annual Purpose

To report all federal tax which was withheld from employee's salary by the employer.

Interval: A

Full name: Employer's Annual Federal Tax Return
Submission by mail
  • The IRS will notify employers eligible to file this form instead of Form 941.
  • This form is due on or before January 31st of the succeeding calendar year.
  • Staple multiple sheets in the upper left corner when filing. [CustomAddress us-fed-944-nopay]

Print: 2 copies on Letter paper

Notes - Postal
  • Employers must file this return even if there are no reportable wages or taxes due for the reporting period.
  • Do not adjust prior quarter wages on this report.
  • Employers must keep a copy for their records.

IRS 1096 annual
IRS 1096 annual Purpose

To transmit all 1099s issued for the current year.

Interval: A

Full name: Annual Summary and Transmittal of U.S. Information Returns
Submission by mail
  • Fill in Page 1 (Copy A) by hand (use black ink) using the official IRS copy.
  • Employers can also submit reports online.
  • Send this form and Copy A of all 1099 issued (page 2), to IRS: [CustomAddress us-fed-1096]
Notes - Postal
  • Employers filing this form online, do not need to submit a paper return.
  • Employers who issued 250 or more 1099s must file online.
  • Other due dates:
    • 31st January: Paper filing when reporting non-employee compensation.
    • 28th February: Paper filing for other than those with entries in box 7.
    • 31st March: if filing online.
Notes - Online
  • Fill in Page 1 (Copy A) by hand (use black ink) using the official IRS copy.
  • Employers must use FIRE when submitting reports online.
  • Employers filing this form online, do not need to submit a paper return.
  • Employers who issued 250 or more 1099s must file online.
  • Other due dates:
    • 31st January: Paper filing when reporting non-employee compensation.
    • 28th February: Paper filing for other than those with entries in box 7.
    • 31st March: if filing online.

IRS 1099 MISC annual
IRS 1099 MISC annual Purpose

To record payments made by businesses to independent contractors or non-employee whom you paid $600 or more, or $10 or more in royalties.

Interval: A

Full name: Miscellaneous Income
Submission by mail
  • Send this form (1099-MISC) to a contractor (non-employee)
    • Page 1 - Copy A is submitted to the IRS by the employer/company
    • Page 2 - Copy 1 is submitted to the state tax department by the employer/company
    • Page 3 - Copy B is for the contractor or individual non-employee
    • Page 4 - Copy 2 is given to the contractor or individual non-employee for filing with the state tax return
    • Page 5 - Copy C is kept by the employer/company [CustomAddress us-1099]
  • Employers can also submit reports online.
Submission online
  • This is for non-employee individuals who the employer has:
    • Paid $600 or more to the contractor or $10 or more in royalties during the year.
    • Showing the total amount paid for that year.
  • Submit page 1 (Copy A) of Form 1099-MISC online.
  • The other pages can be printed and sent out.

Print: 1 copies on Letter paper

Notes - Postal
  • This is for non-employee individuals who the employer has:
    • Paid $600 or more to the contractor or $10 or more in royalties during the year.
    • Showing the total amount paid for that year.
  • Use only the official Page 1 (Copy A) from IRS, do not print and send Page 1 (Copy A) to IRS.
    • The official Copy A has a special red ink
  • The other pages can be printed and sent out.
  • Other due dates:
    • 31st January: Paper filing when reporting non-employee compensation.
    • 28th February: Paper filing for other than those with entries in box 7.
    • 31st March: if filing online.
  • If the due date falls on a Saturday, Sunday or legal holiday, it must be submitted on the first working day AFTER.
Notes - Online
  • Other due dates:
    • 31st January: Paper filing when reporting non-employee compensation.
    • 28th February: Paper filing for other than those with entries in box 7.
    • 31st March: if filing online.
  • If the due date falls on a Saturday, Sunday or legal holiday, it must be submitted on the first working day AFTER.

IRS W-3 annual
IRS W-3 annual Purpose

Summary page of all W-2 forms issued by the employer to the federal government.

Interval: A

Full name: Transmittal of Wage and Tax Statements
Submission by mail
  • on or before January 31st of the succeeding calendar year.
  • If the due date falls on a Saturday, Sunday or legal holiday, it must be submitted on the first working day AFTER.
  • We are officially approved by the SSA as a black-and-white Copy A provider. It means you are allowed to print and submit Copy A from your user area.
  • Make sure to set "Actual size" in the print dialog. DO NOT use "Fit" or any other scaling.
  • Employers can also submit reports online.
  • Send one copy of form W-3 with copy A of forms W-2 to:

    Social Security Administration
    Direct Operations Center
    Wilkes-Barre PA  18769-0001

Submission online
  • on or before January 31st of the succeeding calendar year.
  • If the due date falls on a Saturday, Sunday or legal holiday, it must be submitted on the first working day AFTER.

Print: 2 copies on Letter paper

Notes - Postal
  • Employers filing this form online, do not need to submit a paper return.
  • Employers must keep a copy for their records.
  • This form requires no payment.
Notes - Online
  • Employers filing this form online, do not need to submit a paper return.
  • Employers must keep a copy for their records.
  • This form requires no payment.

IRS 941 quarterly
IRS 941 quarterly Purpose

To report all federal payroll tax which was withheld from employee's salary by the employer.

Interval: Q

Full name: Employer's Quarterly Federal Tax Return
Submission by mail
  • This form is due on Apr 30, Jul 31, Oct 31, Jan 31 (month end following the end of the quarter).
  • Staple multiple sheets in the upper left corner when filing. [CustomAddress us-fed-941-nopay]

Print: 2 copies on Letter paper

Notes - Postal
  • Employers must keep a copy for their records.
  • Employers must file this return even if there are no reportable wages or taxes due for the reporting period.
  • Do not adjust prior quarter wages on this report.

IRS 941 Schedule B
IRS 941 Schedule B Purpose

Use this schedule to show your tax liability for the quarter.

Interval: Q

Full name: Report of Tax Liability for Semiweekly Schedule Depositors
Submission by mail
  • Semi-weekly schedule depositors must attach this to form 941.
  • Employers with a tax liability less than $2,500 for the quarter do not need to complete this form. [CustomAddress us-fed-941-nopay]
Notes - Postal
  • Do not use the form to show your deposits.
  • Do not send any payment with this return.
  • Do not adjust prior quarter wages on this report.

 

Federal new hire forms

IRS W-9
IRS W-9 Purpose

This form is used to request taxpayer identification number of an employee or independent contractor and to request certain certifications and claims for exemption.

Interval: Nhc

Full name: Request for Taxpayer Identification Number and Certification
Submission by mail
  • Return to the requester. Do not send to the IRS.

Print: 1 copies on Letter paper

Notes - Postal
  • Employers may develop and use their own form W-9 if its content is similar to the official IRS form W-9 and it satisfies certain certification requirements.
  • See certification requirements here.

USCIS I-9 verification
USCIS I-9 verification Purpose

To verify an employee's identity and to establish that the worker is eligible to accept employment in the United States.

Interval: Nhe

Full name: Employment Eligibility Verification
Submission by mail
  • Newly hired employees must complete and sign section 1, no later than the first day of employment.
  • The employee must also present acceptable documents evidencing identity and employment authorization to the employer.
  • The employer examines the employment eligibility and identity document(s) that the employee presents to determine whether the document(s) are genuine.
  • The employer then fills in section 2 relating to the documents provided by the employee.

Print: 6 copies on Letter paper

Notes - Postal
  • Section 1 should never be completed before the employee accepts a job offer.
  • The list of acceptable documents can be found on the last page of the form.
  • Do not send completed form to USCIS or Immigration and Customs Enforcement.
  • Form I-9 must be retained and stored by the employer either for three years after the date of hire or for one year after employment is terminated, whichever is later.

IRS W-4 certificate
IRS W-4 certificate Purpose

For newly hired employees to report their withholding exemption to their employer. It is also for employees who have recently changed their tax status which will affect their withholding exemptions.

Interval: Nhe

Full name: Employee's Withholding Allowance Certificate
Submission by mail
  1. Give a blank form to a new employee or to employees who have changes in their tax situation.
  2. The employee fills up this form and returns it to the employer.
  3. Employers must keep a copy for their records.

Print: 2 copies on Letter paper

Notes - Postal
  • Employees must fill this form out before their first paycheck when starting a new job or as soon as the employee's situation changes.
  • This form doesn't need to be submitted to the IRS unless the employer is required to do so.
  • Employers must keep this form for 4 years, and submit to the IRS if requested.

 

Federal employee forms

IRS W-2 annual
IRS W-2 annual Purpose

To report the amount of wages and salaries and taxes withheld for each employee to the federal and state government.

Interval: A

Full name: Wage and Tax Statement
Submission by mail
  • Due on or before January 31st of the succeeding calendar year.
  • If the due date falls on a Saturday, Sunday or legal holiday, it must be submitted on the first working day AFTER.
  • We are officially approved by the SSA as a black-and-white Copy A provider. It means you are allowed to print and submit Copy A from your user area.
  • Make sure to set "Actual size" in the print dialog. DO NOT use "Fit" or any other scaling.
  • Send page 1 (Copy A) of form W-2 with form W-3 to:

    Social Security Administration
    Direct Operations Center
    Wilkes-Barre PA  18769-0001

  • Send page 2 (Copy 1) to your state, city or local tax department (if required).
  • Give pages 3, 4 & 5 (Copies B, C & 2) to your employee by on or before January 31st of the succeeding calendar year.
  • Keep copy D for the employers records for 4 years.
  • Employers can also submit reports online.
Submission online
  • Due on or before January 31st of the succeeding calendar year.
  • If the due date falls on a Saturday, Sunday or legal holiday, it must be submitted on the first working day AFTER.
  • Submit page 1 (copy A) of form W-2 online.
  • Give pages 3, 4 & 5 (Copies B, C & 2) to your employee by on or before January 31st of the succeeding calendar year.
  • Keep copy D for the employers records for 4 years.

Print: 1 copies on Letter paper

Notes - Postal
  • Do not staple forms W-2 together or to form W-3.
  • Prepare W-2s alphabetically in employee's last name or numerically using SSN number.
  • Do not send any payment with forms W-2 and W-3.
Notes - Online

Do not send any payment with forms W-2 and W-3.


Share this:

Was this article helpful?

Yes No

© 2018 Zipier Ltd. All rights reserved. www.zipier.com/home/Forms/us-nc