Tax Preparation- Virtual Client

Client Tax Data Sheet

Please fill out the form below to submit your tax information to me. If you have any questions prior to completing this form, do not hesitate to contact me by email at info@donnalashaun.com or by phone at (334)314-9264. Thank you, and have a great day!
How did you hear about us or who referred you?
First Name*
Middle Name
Last Name*
Suffix
Jr, Sr, II, III
Social Security Number*
Upload SS Card (Returning clients only upload if SS card was reissued during tax year.)

Cancelof
Date of Birth*

MonthDayYear
Date
Occupation*
Address*

Street Address

Street Address Line 2

CityState

Zip Code
County Where You Reside*
Did you live at this address all year?*

YesNo
Previous Address

Street Address

Street Address Line 2

CityState

Zip Code
Did you work in a different state during the tax year?*

YesNo
Phone Number*
Email*
example@example.com
Driver's License #*
Driver's License State*
Driver's License Issue Date*

MonthDayYear
Date
Driver's License Expiration Date*

MonthDayYear
Date
Photo of Driver's License (Returning clients only upload if license was reissued or renewed during tax year.)

Identification
Cancelof
Are you filing an eligible spouse on your tax return?*

YesNo

Spouse Name

First NameMiddle NameLast NameSuffix
Social Security Number*
Upload SS Card (Returning clients only upload if SS card was reissued during tax year.)

Cancelof
Occupation*
Date of Birth*

MonthDayYear
Date
Phone Number*
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Driver's License #*
Driver's License State*
Driver's License Issue Date*
MM/DD/YYYY
Driver's License Expiration Date*
MM/DD/YYYY
Photo of Spouse Driver's License (Returning clients only upload if license was reissued or renewed during tax year.)

Identification
Cancelof

Please check any that apply

Taxpayer or spouse can be claimed as a dependent on someone else's returnTaxpayer or spouse is blindTaxpayer or spouse is deceasedTaxpayer or spouse has received, sold, sent, exchanged, or otherwise acquired cryptocurrency during the current tax year
Were you affected by a natural disaster this year?

YesNo
Did you, your spouse, or any dependents receive an IP (Identity Protection) PIN letter from the IRS this year?*

YesNo
Upload all IP PIN letters received.

Cancelof

Dependents

Should only be listed if you take care of the dependent over half of the year
Upload SS Card for all Dependent(s)*

Upload ALL here
Cancelof
1. Dependent Information

First NameMiddle NameLast NameSuffix
Date Of Birth*

MonthDayYear
Date
Social Security Number*
Relationship
Do you want to enter another dependent?*

YesNo, all dependents are entered
2. Dependent Information

GenderFirst NameMiddle NameLast NameSuffix
Date Of Birth*

MonthDayYear
Date
Social Security Number*
Do you want to enter another dependent?*

YesNo, all dependents are entered
3. Dependent Information

GenderFirst NameMiddle NameLast NameSuffix
Date Of Birth*

MonthDayYear
Date
Social Security Number*
Do you want to enter another dependent?*

YesNo, all dependents are entered
4. Dependent Information

GenderFirst NameMiddle NameLast NameSuffix
Date Of Birth*

MonthDayYear
Date
Social Security Number*
Did you pay any child care expenses throughout the year ?

YesNo

Child and Dependent Care Expenses

If the provider is a person, enter the care provider's SSN
Upload proof of child and dependent care expenses for all providers.

Cancelof
Child Name Amount Paid*

First NameAmount Paid
Provider Phone Number*
Provider*

NameTax ID #/ SSN
Provider Address*

Street Address

Street Address Line 2

CityState

Zip Code
Do you want to enter another child care provider?*

YesNo
Child Name Amount Paid*

First NameAmount Paid
Provider*

NameTax ID #/ SSN
Provider Phone Number*
Provider Address*

Street Address

Street Address Line 2

CityState

Zip Code

Business Owners Data Sheet

Schedule C
Was this your first year in business?*

YesNo
Name of Business*
Employer ID Number
EIN
What is the legal structure of your business?*
Business Address (if different from home address)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Amount of business taxes paid throughout the year?
$
Business Income

All income receive during the fiscal year
Total Income
$
Business Vehicle
Do you use a vehicle for your business?

YesNo
Do you have a separate vehicle for personal use?

YesNo
Total mileage driven for business:
Business Home Office
Do you maintain office space in your home for your business?

YesNo
Total square footage of home:
Square footage used for business:
Business Expenses

Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
Advertising
Social media, Flyers, Business Cards, etc
Contract Labor
An person or company paid to assist you
Insurance
(Other than health)
Interest
Mortgage, Loans, Credit Cards, etc.
Legal & Professional Services
Training, Conferences, Mentors, Lawyers, etc
Office Expenses
Software, postage, email, internet, and any operating expenses
Rent and Lease
Vehicles, Machinery, Equipment, Electronics, Accessories, etc.
Repairs and Maintenance
Supplies
Objects used to operate your business
Taxes and Licenses
Travel, Meals, and Entertainment
Airfare, Uber, Taxi, Lyft, Business Dining, Business Entertainment, and etc.
Utilities
Other Expenses
Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?
Attach any documents that you want us to have on file.

Cancelof

Taxpayer E- Signature Below*

Powered by Jotform SignClear
By filling out this form, you give us permission to prepare your tax return and confirm that ALL information entered is accurate. If you have any questions, do not hesitate to call our office at (334) 314-9264 or email info@donnalashaun.com
Spouse Signature

Powered by Jotform SignClear
Should be Empty:

Client Tax Data Sheet

Payment/Refund

Dependents

Child and Dependent Care Expenses

Upload photos of your W-2, 1099, and ALL other documents

Business Owners Data Sheet

Business Income

Business Vehicle

Business Home Office

Business Expenses