DNC Accounting Solutions Taxpayer Organizer

For all your Accounting, Bookkeeping, and Taxes Needs!!
DNC Accounting Solutions 2024 Taxpayer Organizer
CLIENT INTAKE

WELCOME!

All fields marked with * are required and must be filled.

Please complete this form in its ENTIRETY and click SUBMIT when finished. Upload all documents to this form, PLEASE wait until you have ALL of your documents before submitting this form.

NOTE: If you are claiming any dependents, be sure to upload their SS CARDS, BIRTH CERIFICATES, and all items that show their address is the same as yours. (e.g. school records, medical records, doctor bills, medicaid statement, social serivces records, or anything that shows your child's name and current address).
Taxpayer Information:
Taxpayer Full Name*

First NameLast Name
Taxpayer Birth Date*

MonthDayYear
Taxpayer Social Security Number*
Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Martial Status as of December 31st*
Taxpayer Occupation
Taxpayer E-mail address*
example@example.com
Taxpayer Phone Number
How did you hear about us?*
Which Tax Year(s) Are You Filing? Please Select*
If you are filing multiple years you must complete a separate form for each year.
Are you married?*
Spouse Name

First NameLast Name
Spouse's Birth Date

MonthDayYear
Spouse's Social Security Number
Spouse's Email Address
example@example.com
Spouse Phone Number
Please enter a valid phone number.
Spouse's Occupation
Taxestogo 6 digit code, if use Mobile App
How would you like to receive your tax refund?*

Check (Mailed only)Direct DepositReloadable Card
If Direct Deposit, or loaded on a reloadable card, which type of account would you like your refund deposited into?*

Checking AccountSavings AccountOther
Name of Bank
Routing Number
Bank Account Number
Email you registered with Taxestogo, if use Mobile App
example@example.com
Can someone else claim you as a dependent on their 2023 tax return?*
Please upload the following for the TAXPAYER: UNEXPIRED Photo ID/Pass Port, Social Security Card, Entire Divorce Decree, Separation agreement, if applicable*

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Please upload the following for your SPOUSE: UNEXPIRED Photo ID/Passport and Social Security Card

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Did you and your spouse live apart during the year?
If yes, was your spouse in the home for the last 6 months of 2023
Did you pay over half of the expenses in the household, maintaining your residence for the entire year?*
Please provide (rent/mortgage payment receipts, utilities payment receipts, etc.) to show proof of address*

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Please upload the following to show proof of address: Lease agreement, Mortgage Settlement/Bill, and Utilities bill*

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Filing Status*

SingleMarried Filing Jointly (MFJ)Married Filing Separate (MFS)Qualified Surviving Spouse (QSS)Head of Household (HOH)
Please upload the following for the TAXPAYER and SPOUSE: W-2 Form, 1099-NEC, 1099-MISC, 1099-INT, Schedule K-1, and, 1099-G,*

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Do you owe the IRS, Child Support or in default with student loans?*
Did you purchase, trade, or sell digital assets, such as convertible virtual currency and crytocurrency, stable coins, and non-fungible tokens (NFTs)*
Did you use digital assets to pay for property, goods, or services?*
Did you receive digital assets as a payment for goods, or services?*
If you answered yes to any of the above questions relating to digital assets, did you receive Form 8949 or Form 1099B from your block chain?
Please upload Form 8949 or Form 1099B

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DEPENDENTS
Is the taxpayer claiming any dependent?*
Dependents Information*
Can anyone else claim your dependent(s) on their 2023 return?*
Is your dependent(s) married?*
Regarding Qualifying Children for Earned Income Credit

According to the information you provided in regards to the dependent(s), the dependent(s) is/are your biological child, grandchild, neice, or nephew, etc.

I discussed with you a qualifying child cannot be used by more than one person per tax period. One person is one of the parent(s) if married filing jointly.

If filing Head of Household, you attest that you can provide a lease or utility bill in your name at your current address. Please note: You are stating that you provide over 50% of care and support for the dependent(s), you are the sole provider for the dependent(s), the dependent(s) lives with you for more than half the year, and no one else is eligible to claim the dependent(s).

By signing below, you are stating that the dependent(s) information on your tax is true, correct, and has been documented by your preparer. You are stating that you are not providing your preparer with any false/fradulent information.
Disabled at any age
Has this dependent(s) been declared disabled by a physician?
If your dependent(s) is over the age of 18 and disabled, what is the nature of the disability?
If this is not your biological dependent(s), why is this dependent(s) living with you and not another family member?
Where are the biological parents of your disabled dependent(s)?
Who cares for the disabled dependent(s) while the taxpayer works?
Do the dependent receive disable benefits from Social Security?
If YES, Are you listed as the Social Security Representative Payee for this dependent?
If you are not listed as the Social Security representative Payee, who is?
If YES, please upload documentation (doctor's letter, letter and form SSA-1099 from Social Security Administrative

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Please upload the following for each DEPENDENT(s) listed: Social Security Card, Birth Certificate, School, medical, or social service records (Medicaid, SNAP, etc.)*

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If you are a single parent, where's the other parent of your child/dependents?*
What is the name of the other parent?
How long did the dependent(s) live in your home during this tax year?*
How long did your dependent(s) live in the other parent home during this tax year? If applicable
How much income did the other parent earn during this tax year?
Did anyone else live in the home and provided financial support for your dependents?*
What's the name of the person and how much did they provided?
Does the taxpayer have full custody of their dependent(s)?*
If YES, through what court/agency where you granted custody?
Please upload current custody or court records

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Non-Biological Dependent/Adpoption:
Is this your biological dependent(s)?*
If this is not your biological dependent(s), what is your relationship to the dependent?*
Who are the biological parents, if known?
Where do the biological parents live, If known
Did you pay any adoption expenses for any dependents listed above in 2023?*
Please provide adoption or child placement documents and proof of expenses paid ( cancelled check, bank statements, credit card statements).

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Did the dependent live in your home for more than 6 months?*
Did you receive any other type of supplemental, non-taxable income such as child support, public assistance (SNAP, TANF), social security, etc.?*
Please upload proof of supplemental income?

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Do you receive any financial aid for the dependent(s) such as WIC, or Medicaid, for the dependent(s) listed?*
If YES, please upload a copy of all documents

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Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship records?
If YES, please upload a copy of the document

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Did you have any Day Care/After Care Expenses for any dependent(s) listed?*
Please upload documents from day care/after care provider statement

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Amount paid to the Day Care/After Care Expenses?*
Due Diligence Questionaire

To be Completed by All Taxpayers
Have you ever been disallowed the Earned Income Tax Credit (EITC), American Opportunity Tax Credit (AOTC), Child Tax Credit (CTC)?*
If YES, What credit and year were you disallowed any of these credits?
Did you live in the United States all 12 months of 2023?*
If NO, where did you live?
Did you, your spouse or dependent/s receive health insurance through the Market Place/Healthcare.gov (as known as Obama Care)*
Please upload Form 1095-A (should have received from the Market Place)

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How much of the PPP Loan was forgiven?
College Credits
Did you, your spouse, or any of your dependent(s),listed, attend college in 2023?*
Students Information
Degree seeking?
Did the student pay for tuition, books, materials or supplies out-of-pocket?
Did this student receive a tuition statement (Form 1098T) from the school?
Please upload Form 1098-T,Bursar Statement of Account History , receipts, cancelled checks, bank/credit card statements for expenses paid

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Did this student work while atending school?
Did you pay any Student Loan Interest in 2023? *
If the student received a W-2 and/or 1099 NEC or 1099 MISC and it has not been uploaded, please upload a copy of W-2 and/or 1099s

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How many tax years have you claimed the AOTC (America Opportunity Tax Credit) ? If applicable
Do the student have any Drug Related Felonies?
Did you pay any Student Loan interest in 2023?*
Please upload Form 1098-E

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Were you self employed, independent contractor or a gig worker in 2023? If YES, please complete STEP #4 on VIRTUAL TAX PREPARATION platform (www.dncacctingsolutions.com/virtual-tax-prep)*
MISCELLANEOUS
Did you pay any educator expenses in 2023? This question applies to educators working in public or private school teaching grades K through 12?*
If yes, please upload proof of expenses (receipts, bank/credit card statement)

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Are you an active duty military member with qualifying moving expenses to enter?*
Were you reimbursed for moving expenses*
If yes, please provide proof of moving expenses (receipts, cancelled checks, bank/credit statement) and proof of reimbursement

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Did you or your spouse make gifts of over $16,000 to an individual or contribute to a prepaid tuition plan?*
Did you make gifts to a trust?*
If YES, please provide the amount
Did you make any estimated payments to the IRS in 2023? If so, how much?*
If YES, please upload receipt of payments

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Did you file an extension for your 2022 tax return and make any payments? If YES, how much?*
Please upload receipt of payments

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Did you receive payments from a pension, retirement, or profit-sharing plan?*
Did you take a retirement account distribution related to the COVID-19 Virus or Federal Disaster?*
Did you receive a total distribution from an IRA or other qualified plan that was partially or totally rolled over into another IRA or qualified plan within 60 days of the distribution?*
Did you roll over all or part of a qualified plan into a Roth IRA?*
If YES, please upload Form 1099-R

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If YES, please upload Form 1099-R

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Did you convert all or part of a regular IRA into a Roth IRA?*
If YES, please upload paperwork showing the conversion

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If YES, please upload Form 1099-R

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Name*

First NameLast Name
How many months did the dependent(s) live in your home during the tax year?
Do you have custody?*
Please upload court records and/or agency documents

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Which college did the student(s) attend?
If YES, please provide documentation (receipts, cancelled checks, bank/credit card statements)

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If YES, please provide documentation (receipts, cancelled checks, bank/credit card statements)

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** PLEASE PROVIDE BURSAR STATEMENT OF ACCOUNT HISTORY, IF STUDENT DID NOT RECEIVED FORM 1098T

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CAN YOU, THE TAXPAYER, PROVIDE SCHOOL/MEDICAL/DAYCARE/PLACE OF WORSHIP/ BIRTH CERTIFICATES UPON REQUEST FROM THE GOVERNMENT?
Schedule A ( Itemized Tax Deductions)
Tax Return Year*
Did you own a home or property at any time during 2023?*
Did you pay mortgage interest during 2023?
Did you own a home or property at any time during 2023? If YES, did you pay mortgage interest? Enter the amount of mortgage interest paid?*
Did you pay real estate taxes during 2023?
Please upload Form 1098- Mortgage Interest Statement

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Did you make any CHARITABLE CONTRIBUTIONS in 2023?*
If YES, how much?
Please upload documentation showing the name and amount donated to a qualified 501(3)(c) nonprofit organization (Red Cross, Goodwill/Salvation Army, Boys & Girls Club, etc)

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Did you pay TITHES & OFFERINGS to a church in 2023?*
Did you pay TITHES & OFFERINGS to a church in 2022? If YES, how much?
Please upload letter from Church, showing the name of the Church and the amount

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Did you use your vehicle to drive to and from volunteer work in 2023? If YES, how many miles?*
Please upload documentation showing total mileage (Picture of beginning odometer reading and ending odometer reading)

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Please enter amounts paid for Medical and Dental Expenses for 2023, if applicable?
Amount paid to Doctors/Dentist
Prescriptions
X-rays, lab work, glasses, etc
Nursing help (not for healthy baby or housework)
Medical aids (hearing aids, crutches, wheelchairs, etc.)
Did you pay for Health Insurance Coverage Under A Plan Established through your Business?
Medical mileage driven (in miles)
Please upload documentation showing total medical mileage (picture of beginning & ending odometer reading)

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Other medical expenses
Please upload documentation showing amounts paid for doctor/dentist, prescriptions, x-rays, lab work, glasses, medical aids, etc.)

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Did you pay vehicle registration fees in 2023?*
Did you pay vehicle registration fees in 2023? If YES, how much?
Please upload documentation showing the amount you paid for vehicle registration

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Did you receive the PPP Loan, if so how much?*
Did you pay property taxes on personal property (home, mobile home, boats, etc) in 2022? If YES, how much
Did you purchase a hybrid vechicle in 2023?*
Please upload Purchase Agreement

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Did you donate a vechicle in 2023? If so, did you receive FORM 1098-C from the organization*
If so, please upload Form 1098-C

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Did you live in a federally declared disaster area during 2023 and suffer casualities and losses?*
Casualty/Theft Description
Date of Casualty/Loss

MonthDayYear
Did you receive any reimbursement from your insurance provider, if YES, please upload document showing the amount received

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Did you receive any gambling winnings in 2023?*
Did you receive pay from gambling winnings in 2022? If YES, how much?
Please upload Form W-2G

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Did you have any gambling losses in 2023? If YES, please input amount*
Taxpayer Signature*

Clear
Did you receive any Child Tax Credit Advance Payments*
Spouse Signature

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If you received the Stimulus #3, did you receive letter #1444C from the IRS stating the amount you received*
Did you receive the Economic Impact Payment #3 (Stimulus $1400)*
Date

MonthDayYear
Date
Date

MonthDayYear
Date
If you are separated/divorced, when did you last live in the same home?
If so, how much and what kind?
If yes, which ones?
If you receive the Child Tax Credit Advance Payments,did you receive letter #6419 from the IRS stating the amout received*
If so, how much did they earn?
Other Books/Materials amount
Is the dependent(s) expected to recover in the next year?
If so, can you provide documentation?
**PLEASE MAKE SURE YOU HAVE UPLOADED FOLLOWING DOCUMENTS IF APPLICABLE:
- UNEXPIRED Photo ID
- Social Security Cards (Taxpayer, Spouse, & Dependents)
- Birth Certificates (Taxpayer, Spouse, & Dependents)
- Entire divorce decree, separation agreement
- Current custody order
- Adoption or child placement documents
- Daycare/After Care Provider Statement
- School, medical, daycare, or social service records
- Lease agreement
- W-2
- Form 1098T
- Form 1098E
- Form 1095-A Marketplace Insurance
- Court records (Foster children)
- Form 1099-NEC Independent Contractors/Self Employed
- Form 1099 INT Interest Income
- Form 1099R Retirement/Pension Income
- Schedule K-1(Partnership, S Corp)
- W-2G Gambling wins
- Bank/Credit Card Statements and Receipts, if self employed
- Form 1099G Unemployment Compensation
File Upload

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File Upload

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Signature

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File Upload

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Date

MonthDayYear
Date
**PLEASE UPLOAD THE FOLLOWING DOCUMENTS IF APPLICABLE:
- Medical and Dental Expenses (Out of pocket expenses)
- State and local sales taxes
- Real Estate taxes
- Personal Property Taxes (Car Registration)
- Mortgage Interest Paid (Form 1098)
- Charitable Contributions
File Upload

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CLIENT NON-PAYMENT/OFFSET CLAUSE

At DNC Accounting Solutions,LLC; we strive to assist all of our clients in their tax needs, however, we understand that situations arise. If your refung is offsrt by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return. By signing this agreement, you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.
DNC ACCOUNTING SOLUTIONS LLC will rely on all documents provided by the Taxpayer to complete the Taxpayer 2023 Federal and State Tax Return. The Taxpayer certified that all documents uploaded to this portal are accurate and correct to the best of their knowledge.
Disclaimer: I agree by the fraud laws within the State of Georgia that all of the above information is correct and was voluntarily provided by myself and or my spouse. In addition, none of the above information was in any way added or embellished by the Tax Preparer/Employee of DNC ACCONTING SOLUTIONS, LLC. I further agree by signing I release DNC ACCOUNTING SOLUTIONS, LLC and their employees of any liability due to any errors that may have been incorrect or falsified by myself (Taxpayer). I understand that it is my responsibility to provide proof to the IRS and/or any other government agency in the event of an audit or upon request.
Taxpayer Signature*

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Spouse Signature

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Date*

MonthDayYear
Date

MonthDayYear
Should be Empty:

For all your Accounting, Bookkeeping, and Taxes Needs!!

DNC Accounting Solutions 2024 Taxpayer Organizer

Taxpayer Information:

DEPENDENTS

MISCELLANEOUS