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[Home](/index.md)  Guides

Preparation, explained

# Know the record. Then make the form.

Practical guides to paystubs, taxpayer details and tax-document preparation. Clear examples, checklists and official sources to help you review what goes into your PDF.

[Paystubs](/categories/paystubs.md)[Taxpayer & identity](/categories/taxpayer-identity.md)[Information returns](/categories/information-returns.md)[1099 forms](/categories/1099-forms.md)[Individual tax](/categories/individual-tax.md)[Business & payroll](/categories/business-payroll.md)

[Paystubs ## How to read a pay stub Understand pay periods, earnings, deductions, net pay and year-to-date totals with an annotated fictional statement and a review checklist.](/guides/how-to-read-a-pay-stub.md)[Paystubs ## How to get pay stubs from your employer Find employer-issued pay statements, request missing periods and check alternatives when a recipient needs income records.](/guides/how-to-get-pay-stubs.md)[Paystubs ## Gross pay vs. net pay: a worked example See how earnings and itemized deductions reconcile to take-home pay, and why taxable wages can differ from gross pay.](/guides/gross-pay-vs-net-pay.md)[Taxpayer & identity ## How to fill out Form W-9 Review the W-9 name, classification, address and TIN fields, including LLC considerations and common mistakes.](/guides/how-to-fill-out-w9.md)[Information returns ## W-9 vs. 1099: who completes each and why Compare taxpayer identification with payment reporting, and follow the records from a W-9 to a 1099-NEC.](/guides/w9-vs-1099.md)[Information returns ## 1099-NEC vs. 1099-MISC: choose by payment type Distinguish service compensation from rents and other MISC categories, with dated 2025/2026 reporting-threshold context.](/guides/1099-nec-vs-1099-misc.md)[Individual tax ## Self-employed proof of income: build a reliable record set Organize invoices, deposits, bookkeeping and tax records without presenting invented employer payroll as business income proof.](/guides/self-employed-proof-of-income.md)[Individual tax ## Tax forms for self-employed people: a preparation map See how Schedule C, Schedule SE, Form 1040 and supporting forms relate, and what records each task requires.](/guides/tax-forms-for-self-employed.md)[Information returns ## 1099-NEC recipient copies and IRS filing are separate tasks Understand Formz’s Copy B and Copy 2 output, why downloadable Copy A is different, and the steps after preparing a PDF.](/guides/1099-nec-copies-and-filing.md)[Information returns ## W-2 vs. 1099: worker status comes first Compare wage reporting with nonemployee compensation reporting without treating a form choice as worker classification.](/guides/w2-vs-1099.md)[Paystubs ## W-2 vs. paystub: reconcile the right totals Compare a pay-period earnings statement with annual wage reporting and understand why gross and W-2 wage boxes can differ.](/guides/w2-vs-paystub.md)[Individual tax ## Schedule C records checklist Gather and reconcile business income, expenses, inventory, vehicle and asset records before entering Schedule C.](/guides/schedule-c-records-checklist.md)[Individual tax ## A tax filing extension is different from extra time to pay Separate Form 4868 filing-extension preparation from estimating liability, making payment and completing the return.](/guides/tax-extension-vs-payment.md)

Guides explain document preparation. Formz prepares values you supply; it does not determine every tax treatment or file forms with the government.
