Sully Client Interview Tax Prep Sheet 2021-22

You are responsible for the information on your return.

As paid tax preparer we are required by the IRS to obtain the appropiate and sufficient information to prepare your tax return and comply with tax law.

You must answer all these questions according to your tax information for the current tax year. You are responsible for the information on your return. Please provide complete and accurate information.

Please make sure you have all information available, this will help you save time.

You'll need:

Tax documents such as Forms W-2, 1099, 1098, 1095.
Social security cards or ITIN letters for all persons on your tax return.
Picture ID (such as valid driver's license) for you and your spouse.
Any IRS tax letter you've received.
You are responsible for the information on your return. Please provide
complete and accurate information.

Thanks.

Are You a new or existing client? * This field is required.

New clientExisting Client

In Office or Remote Submission? * This field is required.

Remote (not in office)IN OFFICE

Filing Status* This field is required.

Single.

Married filing jointly.

Married filing separately.

Head of household.

Qualifying widow(er) with dependent child.

Name* This field is required.

First Name

Last Name

Current Address* This field is required.

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

Phone Number

Please enter a valid phone number.

Email* This field is required.This is the email we'll use to communicate with you and request signatures.

example@example.com

What's your Status?* This field is required.

Your spouse’s full name * This field is required.

First Name

Last Name

Your spouse’s job title

Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?* This field is required.

YESNO

How many dependents are you claiming?* This field is required.

4 or more

List the names of:

everyone who lived with you last year (other than your spouse).
anyone you supported but did not live with you last year.
and relationship to you.

Dependent 1

Dependent 2

Dependent 3

Check appropriate box for each question in each section.* This field is required.

Wages or Salary? (Form W-2)

Tip Income?

Scholarships? (Forms W-2, 1098-T)

Interest/Dividends from: checking/savings accounts, bonds, CDs, brokerage? (Forms 1099-INT, 1099-DIV)

Refund of state/local income taxes? (Form 1099-G)

Alimony income or separate maintenance payments?

Self-Employment income? (Form 1099-MISC, 1099-NEC)

Virtual Currency payments

Cash/check payments, or other property or services for any work performed not reported on Forms W2 or 1099?

Income (or loss) from the sale or exchange of Stocks, Bonds, Virtual Currency or Real Estate? (including your home) (Forms 1099-S,1099-B)

Disability income? (such as payments from insurance, or workers compensation) (Forms 1099-R, W-2)

Retirement income or payments from Pensions. Annuities, and or IRA? (Form 1099-R)

Unemployment Compensation? (Form 1099G)

Social Security or Railroad Retirement Benefits? (Forms SSA-1099, RRB-1099)

Income (or loss) from Rental Property?

Other income? (gambling, lottery, prizes, awards, jury duty, virtual currency, Sch K-1, royalties, foreign income, etc.)

Check appropriate box for each question in each section.* This field is required.

No household expenses to report.

Alimony or separate maintenance payments?

Contributions or repayments to a retirement account? IRA (A) 401K (B) Roth IRA (B) Other.

College or post secondary educational expenses for yourself, spouse or dependents? (Form 1098-T)

Medical & Dental (including insurance premiums)

Mortgage Interest (Form 1098)

Taxes (State, Real Estate, Personal Property, Sales) (B) Charitable Contributions

Child or dependent care expenses such as daycare?

For supplies used as an eligible educator such as a teacher, teacher’s aide, counselor, etc.?

Student loan interest? (Form 1098-E)

Expenses related to self-employment income or any other income you received?

Did you have credit card, student loan or mortgage debt cancelled/forgiven by a lender or have a home foreclosure? (Forms 1099-C, 1099-A)* This field is required.

YESNO

did you adopt a child?* This field is required.

YESNO

Did you receive the $1,400 stimulus?

YESNO

Did you have health coverage through the Marketplace (government)? [Provide Form 1095-A]* This field is required.

YESNO

Do you, your spouse, and your dependents have health insurance within 12 months last year?* This field is required.If yes, you'll be prompted to upload health insurance coverage tax document 1095.

YESNO

Did you receive Advanced Child Tax Credit payments?* This field is required.

YESNO

Are You a Home Owner? * This field is required.If yes, you'll be prompted to upload 1098 Mortgage Interest Statement.

YESNO

Do you have any expenses for Child Care? * This field is required.

YESNO

Childcare Information.

childcare provider name (babysitter)

childcare provider Tax ID (or ssn if babysitter)

How much did you pay total for childcare?

Did You and/or Spouse receive unemployment benefits during 2021?* This field is required.

YESNO

Is anyone in your house a full-time Student?* This field is required.

YESNO

Name of the Full time Student or Students.

If you are due a refund, would you like:* This field is required.

Direct Deposit

Check Printed at Office

Account Number* This field is required.

Routing Number* This field is required.

Bank Name* This field is required.

Account Type?* This field is required.

Checking

Savings

Did you, or your spouse if filing jointly, receive a letter from the IRS or State authorities?* This field is required.

YESNO

Please, take a picture of all your tax documents for tax year 2021. Make sure you have enought room lighting, place documents in a plain flat surface for better quality.

Income Statement W2

Drag and drop files here

Select files to upload

Take Picture

Income Statement 1099 NEC

Drag and drop files here

Select files to upload

Take Picture

Mortgage Interest Statement 1098

Drag and drop files here

Select files to upload

Take Picture

Full Time Student: Form 1098-T or 1098-E

Drag and drop files here

Select files to upload

Take Picture

Health Insurance Form 1095 A, B OR C

Drag and drop files here

Select files to upload

Take Picture

Identity Protection PIN Letter

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

Picture ID* This field is required.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

Spouse Picture ID* This field is required.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

IRS Advance Child Tax Credit Letter 6419

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

IRS 3rd Stimulus Letter 6475

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

Covid-19 Restritions and Vaccines Mandates.

Due to public health restrictions and mandates, we are required to reduce in person contact, and we kindly ask all our clients to help us comply with local government regulations.

Next, please select an available appointment date for a virtual meeting using the platform or communication method of your choice.

Once you submit all your information, we'll follow up with you confirming the appointment and availability.

Thanks.

which virtual meeting platform are you more conformable with?* This field is required.

Zoom

Google Meet

Skype

telephone call-in

Other

How would you like to pay for the tax preparation service?

Out of PocketWith My Refund

Consent to Disclose Tax Return Information to Tax Preparation Services.

Federal Disclosure:

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid.

If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

Information Confirmation.

I confirmed that all information I entered here is accurate and true. I allow MCS Tax Services to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of MCS Tax Services. By signing this form, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Your Consent to Use Electronic Signature and Electronic Delivery of Documents or Communications.

By submitting this form, you consent to use your electronic signature to sign any document or communication and to receive electronic delivery of any document or communication.

You understand that your electronic signature is legally binding, just as if you had signed a paper document.

Signature* This field is required.Your Consent to Use Electronic Signature and Electronic Delivery of Documents or Communications.

Spouse Signature* This field is required.Your Consent to Use Electronic Signature and Electronic Delivery of Documents or Communications.

Sully Client Interview Tax Prep Sheet 2021-22