KBS 2022 Questionnaire

Welcome
New KBS Client?

Yes, this is my first time using KBSNo, I used KBS last year
Please note that a $275 deposit is required to complete this form.

Please answer the following:
Taxpayer*

First NameMiddle NameLast Name
Taxpayer Cell*
Spouse (if married)

First NameMiddle NameLast Name
Did your mailing address or email address change?*

NoYes
If yes, please enter your new mailing address.
If yes, please enter your new email address.
example@example.com
Were there any dependent changes last year?*

NoYes
If Yes, please explain

Tax Credit Questions
Did you have any dependents in 2022 (excluding spouse)?*

YesNo
Did you pay for any dependent care expenses?*

YesNo
Did you or anyone in your household attend college in 2022?*

YesNo

Taxpayer
Name*

First NameMiddle NameLast Name
Date of Birth*

MonthDayYear
Date
Email*
example@example.com
Cell Phone*
Occupation*
Occupation
Gender*

MaleFemale
Were you married as of December 31, 2022?*

YesNo

Spouse

If Married as of December 31, 2022
Name*

First NameMiddle NameLast Name
Date of Birth*

MonthDayYear
Date
Email*
example@example.com
Cell Phone*
Occupation*
Occupation
Gender*

MaleFemale

Present Mailing Address
Mailing Address*

Street Address

Street Address Line 2

CityState

Zip Code

Driver's License Information

Required for state returns

	ID Number	Issue Date	Expiration Date	Issue State
Taxpayer

Driver's License Information

Required for state returns

	ID Number	Issue Date	Expiration Date	Issue State
Taxpayer
Spouse

Dependent Information

	First Name	Middle Initial	Last Name	Date of Birth	Relation	Months in Home	Child Care Paid*
#1
#2
#3
#4
#5
#6
#7
#8

*If applicable

Child and Dependent Care Expenses

If Applicable
Dependent Care Business Name
Dependent Care Phone Number
Dependent Care EIN
Dependent Care Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

	Yes	No
Are you, the taxpayer, unmarried on 12/31/22 and do you provide more than half of the cost of keeping up a home for the year for a qualifying person?

Estimated Tax Payments
Did you make any estimated tax payments in 2022?*

Yes, federal only.Yes, state only.Yes, both federal & state.No, I did not make any estimated tax payments.

Additional Information
Please provide any additional information necessary

Refund/Draft - Bank Account Information

	Name of bank	Account Type	9-Digit Routing #	Account Number
Bank Account

Do you want IRS to draft your bank account, if you have a balance due?*
Do you want IRS to draft your estimated quarterly payments in 2023?*

Income Tax Prep Deposit

We require a small deposit for us to start your return. This is a non-refundable deposit and will be applied to your final KBS invoice.

Tax Return Deposit*

Tax Return Deposit$275.00

Enter coupon

Total $0.00

Credit Card
First Name	Last Name
Credit Card Number	Security Code
Expiration Month	Expiration Year
Billing Address
Street Address
Street Address Line 2
City	State / Province
Postal / Zip Code	Country

We'll Need The Following Documents
The following documents are required before we can start your return.
- For New Clients:
  - Drivers License or Government Issued Photo ID.
  - You and all dependents Social Security cards.
  - A copy of the last year’s tax return.
- For All Clients:
  - All current tax documents (W-2s, 1099s, K-1s, Brokerage Statements, IRS Notices, or any other tax documents).
  - If you received the Advanced Child Tax Credit please provide the letters from IRS showing the amount of credit you received.
  - If you received the 3rd EIP (Stimulus) payment please provide the letter showing the amount you received.
You can upload documents at: https://kbstax.com/upload
By signing I agree that the above information is true to the best of my knowledge*

Clear
Should be Empty:

	Yes	No
Were you, the taxpayer(s), a US citizen or resident alien for all of 2022?
Are the dependents claimed on your tax return your dependent(s)?
Did any dependent(s) file a joint return with another person for 2022?
Did dependent(s) live with you in the United States for more than half of 2022?
Do you believe dependent(s) could also meet the qualifications to be a qualifying child of another tax filer?
Did the dependent(s) provide over half of his or her own support for 2022?
Are dependent(s) a U.S. citizen, a U.S. national, or a U.S. resident alien (Child Tax Credit)?

	Yes	No
As of the beginning of 2022, has the student completed the first 4 years of postsecondary education (generally, the freshman through senior years of college), as determined by the eligible education institution?
For the student, has either the American Opportunity Tax credit or the Hope Scholarship credit been claimed by you or anyone else for this student for any 4 tax years before 2022?
For the last one academic period beginning (or treated as beginning) in 2022 has the student met both of the following? (a) Was enrolled in a program that leads to a degree, certificate, or other recognized educational credential; and (b) Carried at least one-half the normal full-time workload for his or her course of study. Did the student meet the above two items? *The standard for what is half of the normal full-time work load is determined by each eligible educational institution. However, the standard may not be lower than any of those estabilished by the U.S. Department of Education under the Higher Education Act of 1965. For 2022, treat an academic period beginning in the first 3 months of 2021 as if it began in 2022 if qualified education expenses for the student were paid in 2022 for that academic period.
As of the end of 2022, has the student been convicted of a federal or state felony for possessing or distributing a controlled substance?

	Amount Paid	Date Paid
1st Quarter (April 15)
2nd Quarter (June 15)
3rd Quarter (Sept 15)
4th Quarter (Jan 15, '23)

	Amount Paid	Date Paid	State Paid
1st Quarter (April 15)
2nd Quarter (June 15)
3rd Quarter (Sept 15)
4th Quarter (Jan 15, '23)

	Yes	No
Did your marital status change during the year?
Can you be claimed as a dependent by another taxpayer?
Did you, or a dependent, receive an Identity Protection PIN from IRS (Must include copy)?
Did you pay any expenses related to the adoption of a child?
Did you have any sales or other exchanges of digital assets (including from an airdrop or hard fork), or used digital assets to pay for goods or services?
Did you move to a new state during the year?

Welcome

Please answer the following:

Tax Credit Questions

Taxpayer

Spouse

Present Mailing Address

Driver's License Information

Driver's License Information

Dependent Information

Child and Dependent Care Expenses

Tax Credit Questions

Income

Estimated Tax Payments

Questions

Questions Continued

Questions Continued

Questions Continued - Almost Done!

Questions Continued

Additional Information

Income Tax Prep Deposit

We'll Need The Following Documents

	Yes	No
Can you provide documentation to prove the previous answers?
Have you ever had any of these credits disallowed or reduced in the past?

	Yes	No
Did you start or sell a business this year?
Did you purchase rental property this year?
Did you sell any assets used in your business or rental?
Did you acquire any interest in a partnership or S-corp?
Did you purchase or sell any real estate during the year?
Did you purchase or sell a principal residence during the year?
Did you dispose of any stock during the year?
Did you take out a home equity loan this year?
Did you have any debts canceled or forgiven this year?
Did you purchase a qualified plug-in electric vehicle this year?

	Yes	No
Did you have any foreign income or pay foreign taxes this year?
Did you receive any unemployment benefits?
Did you receive any disability income?
Did you receive any tips not reported by your employer?
Did you receive any awards, hobby, gambling, or lottery income?
Did you cash any US Savings Bonds?
Did you have more than one job this year?

	Yes	No
Did you receive any Social Security benefits this year?
Did you make any withdrawals from any retirement account?
If yes, were any withdrawals due to a Federally declared disaster?
If you received any qualified disaster retirement plan distributions, did you repay any of the distributions in 2022?
Did you make any contributions to a Traditional IRA, Keogh, SIMPLE, or SEP plan?
Did you make any contributions to a ROTH IRA?

	Yes	No
Can you provide proof of education expenses?
Did anyone in your family receive a scholarship?
Did you have any withdrawals from an education savings plan?
Did you pay any student loan interest this year?

	Yes	No
Did you have qualifying health care coverage?
Did you enroll in Marketplace Coverage? If yes, upload form 1095-A. Form Required.
Did you make contributions to a Health savings account (HSA) or Archer MSA?
Did you receive distributions from a Health savings account (HSA), or Archer MSA?
Did you pay long-term care premiums this year?
Did you receive any Health Coverage Tax Credit advance payments? If yes, upload form 1099-H. Form Required.

	Yes	No
Were your out-of-pocket medical expenses more than 10% of your income?
Did you make any cash charitable contributions (support docs required)?
Did you make any non-cash charitable contributions (support docs required)?
Did you pay real estate taxes for your primary or second home?
Did you pay mortgage interest (If yes, provide Form 1098)?
Did you buy a vehicle this year (If yes, provide sales sheet)?
Did you incur a casualty or theft loss or any condemnation awards during the year?
If yes, did the loss occur in a Federally declared disaster area?
Did you make any out-of-state purchases (by telephone, internet, mail, or in person) that you didn't pay sales tax on?

	Yes	No
Did you give any individual more than $16,000 this year?
Did you utilize an area of your home for business purposes?
Did you engage in any bartering transactions?
Did you retire or change jobs this year?
Did you pay any individual as a household employee during the year?
Did you make energy efficient improvements to your home this year?
Did you receive a distribution from, or were you a grantor / transferor for a foreign trust?
Did you have a financial interest in or signature authority over a foreign account?
Did you have any foreign assets or hold interest in a foreign entity?
Did you receive correspondence from the State or the IRS?
Do you have previous year tax returns that are either unfiled or have a balance due?
Did you homeschool your children last year in these states (IL, LA, MN)?
Did you incur moving costs because of a permanent change of station as a member of the Armed forces on active duty?

	Yes	No
Did you receive State and Local Fiscal Recovery Funds (SLFR) under a program to support those negatively impacted by the COVID-19 pandemic for helping you with your mortgage insurance and/or home purchases, such as funds to pay some or all of the down payment and closing costs associated with your purchase of a home?
Did you receive Payroll Protection Plan (PPP) loan for your business last year?
If yes, did you apply/receive (PPP) loan forgiveness?
Did you receive any special unemployment benefits or compensation under the Coronavirus Relief Act during the year?
Are you a telecommuting employee that was required to "shelter in place" due to local COVID-19 protocols while working in a state that was not your home state?