Form 8635 Federal Income Tax Products Order Blank

1
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I.R.S. SPECIFICATIONS

TO BE REMOVED BEFORE PRINTING

INSTRUCTIONS TO PRINTERS
FORM 8635, PAGE 1 of 2
MARGINS: TOP 13mm (1⁄2 "), CENTER SIDES.
PAPER: WHITE, WRITING, SUB. 20.
FLAT SIZE: 216mm (81⁄2 ")  279mm (11")
PERFORATE: (NONE)

Action

Revised proofs
requested

Tax Forms Outlet Program (TFOP)
Order Blank

8635

Department of the Treasury
Internal Revenue Service

OMB No. 1545-1222

2006

To reorder please call 1-800-829-2765

1 Current Shipping Address (Note: Please include any suite or floor
number, and use street address for delivery)

Signature

O.K. to print

PRINTS: HEAD TO HEAD
INK: BLACK

DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Form

Date

2 Account Number
3 Contact Name
4 Telephone Number (

)

ext.

5 E-mail Address
6 How many locations will receive stock from this order?
7 Complete worksheet in the instructions (on back, #7) to
determine motor freight requirements.
Please remove my account from the program

Yes

No

8 Tax Product Plans—Checked below is the tax product Plan that should reflect your demand. See instructions if you wish to change your plan.

Items in Plans

50

100

250

500

750

1500

3000

6000

9000

Form 1040

50

100

250

500

750

1500

3000

6000

9000

Over 9000

Est. Carton Quantity
3000

Form 1040 A

50

100

250

500

750

1500

3000

6000

9000

3000

Form 1040 EZ

50

100

250

500

750

1500

3000

6000

9000

3000

Form 1040 Sch A/B

25

50

125

250

375

750

1500

3000

4500

3000

Form 1040 Sch EIC

25

30

75

125

200

375

750

1500

3000

3000

Instr. 1040

20

30

70

140

210

420

770

1540

2310

70

Instr. 1040 A

20

30

70

110

220

440

770

1650

2530

110

Instr. 1040 EZ

20

30

70

125

250

500

1250

2000

3000

250

Estimated Total Cartons

2

2

3

7

8

13

27

53

80

9 Additional Tax Products - Listed below are additional tax products. See instructions if you wish to make changes.
Tax Product

Qty

Tax Product

Qty

Tax Product

Qty

Tax Product

Qty

Form 1040 A Sch 1

Form 1040 X

Form 8812

Pub 929

Interest/Div Income for 1040 A

Amended Individual Return

Additional Child Tax Credit

Rules/Children & Dependents

Form 1040 A Sch 2

Instr. 1040 X

Form 8822

Pub 936

Child/Dependent Care Exp.

Instructions 1040 X

Change of Address

Mortgage Interest Deduction

Instr. 1040 A Sch 2

Form 2106

Form 8829

Pub 970

Instructions 1040 Sch 2

Employee Business Expenses

Exp. Business Use of Home

Tax Benefits for Higher Educ.

Form 1040 A Sch 3

Instr. 2106

Instr. 8829

Pub 972

Credit Elderly or Disabled

Instructions 2106

Instructions 8829

Child Tax Credit

Instr. 1040 A Sch 3

Form 2441

Form 8863

Instructions 1040 Sch 3

Child/Dependent Care Exp.

Education Credits

Form 1040 Sch C

Instr. 2441

Pub 1

Reference Aids
Pub 1132 VOL 1–2

Profit or Loss from Business

Instructions 2441

Your Rights as a Taxpayer

Repro. Fed. Tax Forms

Form 1040 Sch C-EZ

Form 3903

Pub 17

Pub 1132–Binder

Profit/Loss - Business (short)

Moving Expenses

Your Federal Income Tax

Repro. Fed. Tax Forms

Form 1040 Sch D

Form 4562

Pub 334

Pub 1194 VOL 1–2

Capital Gains & Losses

Depreciation and Amortization

Guide for Small Business

Select Tax Info. Pubs.

Form 1040 Sch E

Instr. 4562

Pub 501

Pub 1796

Supplemental Income & Loss

Instructions 4562

Exemptions/Deductions/Info

CD ROM

Form 1040 Sch F

Form 4868

Pub 523

Pub 2053 A

Profit or Loss From Farming

Application/Extension to File

Selling Your House

Quick and Easy Help

Form 1040 Sch R

Form 8283

Pub 529

Pub 3194

Credit Elderly or Disabled

Non-cash Charitable Cont.

Misc. Deductions

Laminated Tax Forms

Instr. 1040 Sch R

Instr. 8283

Pub 535

Pub 3201 (pads of 50)

Instructions 1040 Sch R

Instructions 8283

Business Expenses

IRS Tax Info. Resources

Form 1040 Sch SE

Form 8606

Pub 590

Poster Package

Self-Employment Tax

Nondeductible IRAs

IRAs

4 posters (see instructions)

Form 1040 ES

Instr. 8606

Pub 596

Estimated Tax Individuals

Instructions 8606

www.irs.gov

Limit 1
Tax Products

Earned Income Credit
Cat. No. 64230G

Form

8635

(2006)

1
I.R.S. SPECIFICATIONS
TO BE REMOVED BEFORE PRINTING
INSTRUCTIONS TO PRINTERS
FORM 8635, PAGE 2 OF 2
MARGINS; TOP 13mm (1⁄2 "), CENTER SIDES. PRINTS: HEAD TO HEAD
PAPER: WHITE WRITING, SUB. 20.
INK: BLACK
FLAT SIZE: 216mm (81⁄2 ") x 279mm (11")
PERFORATE: NONE
DO NOT PRINT — DO NOT PRINT — DO NOT PRINT — DO NOT PRINT

Form 8635 (2006)

Page

Line 1 Current Shipping Address
Verify the name and street address where we will ship your order. If
you prefer to receive your order at a different address, cross out the
old address and CLEARLY print the new address. If you do not wish
to participate in the TFOP any longer, please place an “X” in the box
marked Please remove my account from the program.

2

the driver should not ask for payment and you should not offer.
However, the driver may ask you to sign for the liftgate or inside
delivery services provided. You may sign to indicate services were
performed and the number of cartons received in good or damaged
condition. If they will not leave the order without payment, please
call 1-800-829-2765 for assistance.

Line 8 Tax Product Plans

Line 2 Account Number

Tax Products Plans (Plans) help facilitate ordering and shipping tax
materials. There are 9 Plan sizes from which to choose, Plans 50
through 9000. All Plans contain the same eight products; only the
quantities are different. We have determined the plan sizes, the
products and quantity of the products within the plans. If you run out
of a specific item, you may reorder.

Your account number is located next to the bar code. Use this
number when placing an order or inquiring about your account.

Line 3 Contact Name
Enter the name of the person that we can contact if we have
questions about your order.

Ordering Quantities Larger Than The 9000 Plan
Line 4 Telephone Number
Enter phone number of the contact person.

Line 5 E-mail Address
To receive TFOP information, enter the e-mail address of the contact
person. In the future you will be able to access the order blank
(Form 8635) at www.irs.gov and order on-line. We cannot process
your order without your e-mail address.

Line 6 Branches
Indicate the total number of locations that will distribute tax products
to the public from this order. For example, if ordering for only your
branch, write “1.” If you are ordering for your branch and 5 others,
write “6.”

Line 7 Motor Freight Shipments
To reduce shipping costs, shipments of 24 or more cartons are
usually sent via motor freight. However, trucking companies can only
deliver to you if you meet certain requirements.
If you answer yes to these questions, check “Yes” on line 7. If
you answer no to either question, check “No” on line 7.
Yes

No

1. Do you have a loading dock or unloading area
that will accommodate a large truck unit?
2. Can you accept one or more pallets of up to
63 cartons, maximum size 48" X 40" X 55"?
If you cannot accept motor freight, shipments greater than 24
cartons will ship via small package carrier instead of motor freight.
You must provide a street address.

Where will my stock be delivered?
The IRS pays motor freight carriers for inside delivery and our
Internal Revenue Bill of Lading (IRBL) usually specifies inside
delivery. If the IRBL does not specify inside delivery, you are
authorized to request this service and note that request on the
driver’s copy of the bill. The IRS will pay for the inside delivery
service when billed by the carrier. Unfortunately, each carrier has a
different definition of inside delivery.
Motor freight carriers are obligated to place their truck immediately
adjacent to the delivery location so the freight is easily available for
unloading, usually at the tailgate of the truck. If personnel from the
receiving location cannot unload from the tailgate, and a dock,
platform, or ramp is directly accessible to the carrier’s truck, the
request of “inside delivery” will direct the carrier to unload the
shipment. The carrier will then move the load under the first available
cover. Unloading service does not include unpacking, dismantling,
scanning, sorting, segregating, or stocking shipped items.

What should I do if a carrier wants payment on delivery?
DO NOT PAY THE DRIVER. The IRS pays all freight charges when
invoiced. Although the charge may appear on your delivery papers,

If you need larger quantities than those contained in Plan 9000,
cross out the prechecked box (if necessary) and write in the
quantities needed for Form 1040 only using estimated carton
quantity as a guideline. The remaining Plan products will be sent
based on the quantity entered for Form 1040. Each product will be
rounded to the nearest full carton quantity.

Line 9 Additional Tax Products
A quantity is preprinted next to each additional tax product you
ordered last year. To make changes to the quantity of additional tax
products you ordered last year, cross out the preprinted quantity and
CLEARLY print the new quantity. If you want other products not
listed, attach a list of the products and quantities. We recommend:
Reference Aids Publications 1132 and 3194 your quantity should
not exceed 1 per number of photocopiers available to your
customers (per location).
Reference Aids Publications 1796, 1194, and the Poster Package
should not exceed 1 per location.

Poster Package
The Poster Publications (Pubs) include: Pub 1169, Need Tax Help?,
Pub 1258, Where Should I Send This?, Pub 1309, Tax Forms This
Way, and Pub 1725, If The Form Fits...Use It!, are packaged and
shipped together.

Privacy Act and Paperwork Reduction Act Notice
The Privacy Act and the Paperwork Reduction Act require that when
we ask you for the information, we must first tell you our legal right
to ask you for information, why we are asking for it, and how it will
be used. We must tell what could happen if we do not receive it and
whether your response is voluntary, require to obtain a benefit, or
mandatory under the law.
As a participant of the Tax Forms Outlet Program (TFOP) , your
response is voluntary to obtain the tax items and tax information
offered in the distribution program. If you do not submit the
requested information, your account may not remain in the TFOP.
You are not required to provide information requested on a form
that is subject to the Paperwork Reduction Act unless the form
displays a valid OMB control number.
Books or records relating to a form or its instructions must be
retained as long as their contents may become material in the
administration of any Internal Revenue Law. Generally, tax returns
and return information are confidential, as required by Code section
6103.
The time needed to complete Form 8635 will vary depending on
individual circumstances. The estimated average time is six minutes.
If you have comments concerning the accuracy of these time
estimates or suggestions for making this form simpler, we would be
happy to hear from you. You can write to the Tax Products
Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution
Ave.NW., IR-6406, Washington, DC. 20224. DO NOT mail your order
blank (Form 8635) to this address.