Acme Inc.

Tax Preparation Questionnaire

  1. Instructions

    1. Instructions

  2. Marital status

    1. *What is your current filing status?

  3. Taxpayer information

    1. *Please enter your full name

    2. *Date of birth

    3. *Phone number

    4. Alternative phone number

    5. Email address

    6. *Mailing Address

    7. *Social security number (SSN)

    8. Last year, were you:

    9. *Current occupation

  4. Spouse's information

    1. Spouse's full name

    2. Spouse's date of birth

    3. Spouse's phone number

    4. Spouse's alternative phone number

    5. Spouse's email address

    6. Spouse's mailing address

    7. Spouse's social security number (SSN)

    8. Last year, was your spouse:

    9. Spouse's current occupation

  5. Dependent's information

    1. Dependents

  6. Additional information

    1. *Income streams

    2. Expenses

    3. *Are you contributing to 401k or other pre-tax account?

    4. *Are you a victim of identity theft?

    5. *Is this your first time opening a pre-tax account?

    6. Tax documents

    7. Additional comments

  7. Authorization and consent

    1. *Acknowledgment

Tax Preparation Questionnaire


Tax Preparation Questionnaire

Acme Inc.



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Instructions

Thank you for your interest in our services. Before we get started, we're going to need some information from you.


Please ensure that all information you enter here is accurate and true.



Checklist


Please use this checklist to provide the following:

  1. Tax filing status
  2. Taxpayer information
  3. Spouse's information
  4. Dependent's information
  5. Additional information
  6. Authorization and consent


What do you need to know?


  1. Provide all required information here using this form.
  2. Click ✓ Ok to submit and check off each request.
  3. Drafts are saved automatically and your progress restored (so you don't have to complete the checklist in one go


Need help?


Click the message icon in the top right corner to leave a message or comment for the question or section you're stuck in or need help with.


Getting started


Click the ✓ Ok button below to get started.


*Response requiredWhat is your current filing status?

Please select the filing status that best applies to you.

  • Single

  • Head of household

  • Married filing jointly

  • Married filing separately

  • Qualifying widow(er)

  • Qualifying widow(er) with a dependent child

*Response requiredPlease enter your full name

*Response requiredDate of birth

Please select your date of birth.

*Response requiredPhone number

Please provide your phone number. You may provide a landline or mobile number.

+31

Alternative phone number

Please provide an alternative phone number (if any). You may provide a landline or mobile number.

+31

*Response requiredMailing Address

Please include your house number, street, city, state/province, and postal code / zip.

*Response requiredSocial security number (SSN)

Please provide your social security number.

Last year, were you:

Please check all that apply.

  • A full-time student

  • Totally and permanently disabled

  • Legally blind

  • Dependent of others

*Response requiredCurrent occupation

Please enter your job or profession.

Spouse's full name

Spouse's date of birth

Please select your date of birth.

Spouse's phone number

Please provide your spouse's phone number. You may provide a landline or mobile number.

+31

Spouse's alternative phone number

Please provide an alternative phone number (if any). You may provide a landline or mobile number.

+31

Spouse's mailing address

Leave empty if same as above.

Spouse's social security number (SSN)

Please provide your social security number.

Last year, was your spouse:

Please check all that apply.

  • A full-time student

  • Totally and permanently disabled

  • Legally blind

  • Dependent of others

Spouse's current occupation

Please enter your spouse's job or profession. (if applicable)

Dependents

Please list everyone who lived with you last year (other than your spouse), as well as anyone you supported but who did not live with you last year. We will determine whether it is best to claim these individuals as dependents on your taxes this year.


Please list details for each dependent you have on a separate line. For example: Sam, 02/18/2002, 123-45-6789, son


Note: Dependents doesn't include your spouse.

    • Full name

    • Date of birth

    • Social security number

    • Relationship

    • Had health insurance (Yes / No)

  • Add an item

*Response requiredIncome streams

Please select all forms of income in the current tax year that apply to you and your spouse.

  • Wages or Salary (W2 Income)

  • Dividend/​Sale of Stocks

  • Interest Income

  • Self-Employment-Bus. Income (Sched C)

  • Lottery or Gambling Income W-2G

  • Public/​State Aid Income

  • Social Security Income

  • Tips Received

  • Alimony Received

  • Rental Income

  • Farm Income

  • Pension/​Retirement Income

  • Unemployment

Expenses

Please specify the amount you have spent for each, if applicable. Please include the current year only.

    • Medical

    • Dental

    • Insurance Premiums Paid

    • Long-Term Care Premiums

    • Prescription Drugs and Medication

    • Home Mortgage

    • Investment Interest

    • Cash Contributions

    • Non-Cash Contributions

    • Unreimbursed Business Expenses

    • Union Dues

    • Tax Preparation Fees

    • Investment Expenses

    • IRAs

    • Other

  • Add an item

*Response requiredAre you contributing to 401k or other pre-tax account?

  • Yes

  • No

*Response requiredAre you a victim of identity theft?

  • Yes

  • No

*Response requiredIs this your first time opening a pre-tax account?

  • Yes

  • No

Tax documents

Please upload any relevant tax documents you're concerned about or would like us to review.

Choose filesor drag files here

Additional comments

*Response requiredAcknowledgment

  1. You confirm that all information you entered here is accurate and true.
  2. You allow us to capture your sensitive data like personal id, government id, and other information provided here.

  • I acknowledge