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GBC TAX QUICK START- SAMANTHA PAYNE LLC
Let's Get Some Basic Information So We Can Get Started!
29
Questions
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1
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2
Enter Your Full Name - - - (Government Name)
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First Name
Last Name
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3
Enter Your Spouse Name & - - - - - - - - - - - - - - - or Enter.... NA
*
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First Name
Last Name
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4
Enter Your Email Address
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5
Enter Your Occupation and Your Spouse Occupation
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6
Terms & Conditions for Samantha Payne LLC.
*
This field is required.
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7
Please Take a Selfie! This Protects Our Clients From Identity Theft.
When We See Your Drivers License or State ID Card. We need to know it's you & not someone that stole your ID.
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8
ENTER YOUR INFO & YOUR SPOUSE INFO BELOW.................
IF YOU ARE NOT MARRIED AND YOU DO NOT FILE A MARRIED RETURN ENTER **N/A ** SPOUSE INFORMATION
*
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9
WHO
REFERRED YOU?
HOW
DID YOU HEAR ABOUT US?
*
This field is required.
How Did You Hear About Us? We would like to send a thank you note to them.
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10
ENTER YOUR INFO & YOUR SPOUSE INFO BELOW.................
IF YOU ARE NOT MARRIED AND YOU DO NOT FILE A MARRIED RETURN DO NOT ENTER YOUR SPOUSE INFORMATION
*
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11
SELECT YOUR
FILING STATUS
SINGLE - NOT MARRIED = NO DEPENDENTS
HEAD OF HOUSEHOLD = NOT MARRIED WITH DEPENDENTS
MARRIED FILING JOINTLY = MARRIED & FILING TOGETHER
MARRIED FILING SEPARATELY = MARRIED BUT NOT FILING TOGETHER
WIDOW / WIDOWER
SINGLE - NOT MARRIED = NO DEPENDENTS
HEAD OF HOUSEHOLD = NOT MARRIED WITH DEPENDENTS
MARRIED FILING JOINTLY = MARRIED & FILING TOGETHER
MARRIED FILING SEPARATELY = MARRIED BUT NOT FILING TOGETHER
WIDOW / WIDOWER
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12
Mailing Address
*
This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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13
Did your address change since your last tax return?
*
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YES
NO
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14
CHECK YOUR BANK ACCOUNT **** THESE NUMBERS MUST BE CORRECT. .......ENTER THE AMOUNT OF STIMULUS PAYMENTS YOU HAVE RECEIVED...............
FOR ALL STIMULUS PAYMENTS.
*
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15
What Tax Years do you want us to complete for you?
*
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More than one year is ok with us. Put in all of the years that you want us to take care of for you?
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16
Can You Provide - - - Picture ID - - - & Social Security Cards for Everyone on your Tax Return?
*
This field is required.
Please have your Picture ID & Social Security Cards ready so that you can submit them with this application.
YES
NO
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17
Did You Receive an IRS Identity Protection Pin By Mail?
*
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18
ENTER YOUR DEPENDENTS INFORMATION BELOW
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19
Is Every Person on Your Tax Return a U. S. Citizen?
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20
Is Any Person on Your Tax Return Disabled? Please Enter the name of the Disabled Person Only
*
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21
Did Your Dependents Live With Your for More Than 1/2 the Year in The United States & You provide more than 1/2 of their living expense?
*
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Yes, Lived With Me more than 1/2 the year in the United States at my expense
No, Did Not Live with me more that 1/2 the year in the United States
N/A - Does Not Apply to Me (I have no dependents)
Yes, Lived With Me more than 1/2 the year in the United States at my expense
No, Did Not Live with me more that 1/2 the year in the United States
N/A - Does Not Apply to Me (I have no dependents)
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22
DEPENDENT PROOF
- What Documentation Can You Provide To Show Proof That The Dependent Lived With you more than half the year (at your address in The United States.
*
This field is required.
(School Records, Daycare Record, Health Insurance Cards, Lease, Kids Id, Church Records)
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23
Were You Denied any Credits - - - - - - (Child Tax Credit, Earned Income Credit, Education Tax Credit within the last 3 years?
*
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YES
NO
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24
Do You Have A Business or Self Employment?
*
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Yes
No
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25
If you Receive a Refund, How Would do You Like to Receive Your Refund?
*
This field is required.
Wal Mart Debit Card
Direct Deposit
Paper Check
I am Expecting My Refund to Be Taken for previous debts
Wal Mart Debit Card
Direct Deposit
Paper Check
I am Expecting My Refund to Be Taken for previous debts
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26
ENTER YOUR BANK INFORMATION BELOW
*
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27
Notes? What Else Do We Need To Know?
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28
GBC TAX PROS - TAX PREP CHECKLIST (SEND US EVERYTHING YOU HAVE)
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29
ADD DOCUMENTS
ADD ANY DOCUMENTS THAT WE WILL NEED TO COMPLET YOUR TAX RETURN
Drag and drop files here
Select files to upload
Max. file size
: 10.6MB
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30
ADD MORE DOCUMENTS
ADD ANY DOCUMENTS THAT WE WILL NEED TO COMPLET YOUR TAX RETURN
Drag and drop files here
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Max. file size
: 10.6MB
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31
Signature
*
This field is required.
IRS Section 7216 Acknowledgement to use your personal data to prepare your tax returns & any other service that are requested by you the taxpayer / client.
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