2021 Taxes

PAK Tax Organizer
Welcome to PAK Accounting. Please complete this form to provide us with the information to best serve you. If you have any questions please email patryce@pakenterprisesllc.org. We look forward to serving you!
Name

First Name Last Name
Email
example@example.com
Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
What was your filing Status as of Dec 31 2021?

Single Married filing separately Married filing jointly Head of Household
Phone Number
Please enter a valid phone number.
Preferred Method of Contact
Were you referred to PAK, and if so by whom?
Did PAK Accounting prepare your taxes last year?

Yes - if so you do not need to input personal information unless something has changed. No
How would you like your refund?

Direct Deposit Prepaid Card
Tax Payers Date of Birth
Taxpayer Social Security Number
How many W2's Does The Tax Payer Have?
Spouse's Full Name
Spouse's Date of Birth
Spouse's Social Security Number
How many W2's Does Your Spouse have?
Spouse's Phone Number
Spouse's Email Address
Please upload W2's

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Name of Bank
Routing Number
Bank Account Number
Can anyone claim you as a dependent?

Yes No
Did you support a child or family member for more than 6 months out of the year?

Yes No
How many dependents are you claiming?

One Two Three Four N/A
Dependent #1 Full Name
Dependent # 1 Date of Birth
Dependent # 1 Social Security Number
What is the relationship to dependent # 1 (son, daughter, nephew)?
How many months did dependent #1 live with you in 2021?
Dependent # 2 Full Name
Dependent # 2 Date of Birth
Dependent # 2 Social Security Number
What is the relationship to dependent # 2 (son, daughter, nephew)?
How many months did dependent # 2 live with you in 2021?
Dependent # 3 Full Name
Dependent # 3 Date of Birth
Dependent # 3 Social Security number
What is the relationship to dependent # 3 (son, daughter, nephew)?
How many months did dependent # 3 live with you in 2021?
Did your dependents attend daycare or any after-school care for 2021?

Yes No Type option 4
If so, please upload the form you receive from the daycare provider.

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Please upload prior year tax returns if PAK did not complete.

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Did you receive the EIP3 on or around March 2021?

Yes No Other
Did receive the child tax credit in 2021?

Yes No N/A
If you had insurance through the marketplace, did you receive a 1095A Health Insurance Marketplace statement? (Not providing form IRS could delay your refund)
Please upload your marketplace statement

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Do you own a business and/or were you self employed?

Yes No
If you do not have any 1099 please provide business name and EIN#
Did you incur material expenses to operate your business in 2021?

Yes No N/A
If you incurred and business expenses please list here or upload your profit and loss or list below.
If you owned a business or were self employed, please upload 1099 and or Profit and loss.

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Have you ever been denied the Earned Income Tax Credit (EITC)?

Yes No
Did you attend college in 2021?

Yes No
Did your spouse attend college in 2021?

Yes No N/a
Do you have a Form 1098T (Tuition Statement) for either you, your spouse and/or dependents?

Yes No
Did you receive your all your stimulus payments?

Yes No If so how much
Did you receive your child tax payments?

Yes $300 for 6 months Yes $250 for 6 months Yes partial payments No
If you were self employed in 2021, were you unable to perform services because of certain corona virus related circumstances?

Yes No N/A
Upload drivers license

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Please check and confirm all numbers including social security numbers, bank account information before submitting.

Please check and confirm all names are spelled correctly and all information is correct.

All files can be emailed to patryce@pakenterprisesllc.org
I agree that the above information is correct

Yes No
Please sign here if your are in agreement with the above.

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PAK Tax Organizer

Welcome to PAK Accounting. Please complete this form to provide us with the information to best serve you. If you have any questions please email patryce@pakenterprisesllc.org. We look forward to serving you!