This form describes what it means to utilize a fiscal agent. Parents/guardians act as the employer representative for their child and must voluntarily accept the responsibilities that an employer would have – duties are listed here.
Fraud Notice, misuse of CLTS funding is fraud….to ensure understanding and compliance.
This document describes the employee’s responsibilities/tasks for CLTS Waiver purposes.
Employers and Employees must follow the critical incident reporting procedures described within CLTS Incident Reporting Overview. Select the version for the county you are in and send to BDS when completed.
Because your child will be an employer, your child will need a federal Employer Identification Number (EIN), also called a Taxpayer ID Number. This form allows us to apply for that ID number.
Fill out the form as follows:
1 Your child’s name
4a-b Your mailing address, and 5a-b Your street address (if different)
6 Your county
7a Your name 7b Your SSN
9a Your child’s SSN
18 Check yes/no
Then sign, date, and fill in your phone number at the bottom.
More information and full instructions can be found at https://www.irs.gov/formSS4.
This form authorizes BDS Fiscal’s accounting firm, O’Leary & Anick, to have access to your child’s income tax information.
In #1 Taxpayer information, write your child’s name & address and your phone number. Then sign, date, and print your name at the bottom. (The taxpayer ID number will get filled in by us.)
More information and full instructions can be found at https://www.irs.gov/form8821.
This form authorizes BDS Fiscal’s accounting firm, O’Leary & Anick, to file tax returns, make payments, and access your child’s tax information through My Tax Account.
Fill out the form as follows:
Taxpayer name Your child’s name
Social Security Number Your child’s SSN
Fill in your address, telephone number, and email address. Then sign and date.
More information is available at https://www.revenue.wi.gov/Pages/FAQS/mta-using-mta.aspx.
Describes the employer responsibilities that will be performed by BDS Fiscal as the fiscal agent.
If your child has had a fiscal agent before, we will need you to sign this release of information so that we can communicate with them in order to get any necessary information about your child’s history as an employer, including getting your child’s Employer ID Number (EIN).
Forms Checklist page for employers (parents/guardians).