Language
English (US)
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Filing Status:
*
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Taxpayer Information:
Name
*
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Identity Protection PIN (2022)
*Only if applicable
Occupation
Spouse Information:
Spouse Name
*
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Occupation
Identity Protection PIN (2022)
*Only if applicable
Dependents:
Confirm dependents for 2022 here:
Rows
Name
SSN
Date of Birth
Relationship
1
2
3
4
5
6
Do you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
Rows
Yes/No
Employer
Spouse Ins
Exchange/ Marketplace
Direct with Insurer
Medicare
Medicaid
Taxpayer
Yes
No
Spouse
Yes
No
Dependent 1
Yes
No
Dependent 2
Yes
No
Dependent 3
Yes
No
Dependent 4
Yes
No
Dependent 5
Yes
No
Tax Related Questions
Did you make any estimated tax payments (Form 1040-ES) during 2022, in connection with your 2022 tax?
*
Yes
No
Do you or your spouse have any foreign bank accounts or signature authority over someone else's foreign bank account?
*
Yes
No
Do you or spouse have any ownership in a foreign corporation or partnership?
*
Yes
No
Did you or spouse receive any cash gifts from foreigners' during the tax year?
*
Yes
No
Did you or spouse have any virtual currency transactions during the tax year?
*
Yes
No
Did anyone in your household have Advance Premium Tax Credits Form 1095-A (Obama Care) during 2022? Without this form, your return will be rejected by the IRS?
*
Yes
No
Please indicate which types of income you have reported in the past or will be reporting on this year's tax filing:
*
Employment Income (W2)
Self-Employment Income (1099-NEC)
Bank Interest Income (1099-INT)
Commission Income (1099-Misc)
Dividend/Cap Gain (Losses)
S Corp / LLC Income (Sch K-1)
IRA/Pension Distribution (1099-R)
Rental or Royalty Income
Social Security Benefits (SSA-1099)
Other Misc Income
Foreign Source Income
None of the above
Direct Deposit of Refund:
Bank Name:
Bank Name
Routing Number:
ABA/Routing No.
Account Number:
Bank Acct No.
If you were to owe $$$ to the IRS, would you like for them to debit this account to pay for the tax due?
Please Select
Yes
No
Please upload all applicable 2022 Tax Documents listed below:
Taxpayer W2(s):
Upload W2(s)
Drag and drop files here
Choose a file
Form W2
Cancel
of
Spouse W2(s):
Upload Spouse W2(s)
Drag and drop files here
Choose a file
Form W2 -Spouse
Cancel
of
Bank Interest:
Upload Form 1099-INT
Drag and drop files here
Choose a file
Form 1099-INT
Cancel
of
Broker Statements:
Upload Form 1099-DIV or 1099-B
Drag and drop files here
Choose a file
Broker Stmts (1099's)
Cancel
of
IRA or Pension Distribution:
Upload Form 1099-R
Drag and drop files here
Choose a file
IRA or Pension Form 1099-R
Cancel
of
Social Security Benefits:
Upload Form 1099-SSA
Drag and drop files here
Choose a file
Form SSA-1099
Cancel
of
Self-Employment Income:
Upload Form 1099-NEC
Drag and drop files here
Choose a file
Form 1099-NEC
Cancel
of
Commissions Income:
Upload Form 1099-MISC
Drag and drop files here
Choose a file
Form 1099-NEC
Cancel
of
S-Corp, LLC or Partnership Income:
Upload Schedule K-1
Drag and drop files here
Choose a file
Form K-1
Cancel
of
Rental / Royalty Income & Expenses:
Upload Rental/Royalty Income & Expenses
Drag and drop files here
Choose a file
Cancel
of
Foreign Source Income:
Upload Foreign Income Tax
Drag and drop files here
Choose a file
Cancel
of
Other Misc Income:
Upload Other Misc Tax Forms
Drag and drop files here
Choose a file
Cancel
of
Mortgage Interest Deduction:
Upload Form 1098-MIS
Drag and drop files here
Choose a file
Form 1098-MIS
Cancel
of
Real Estate Tax Deduction:
Upload RE Tax Payment
Drag and drop files here
Choose a file
Real Estate Tax
Cancel
of
Charitable Donations:
Upload Donations
Drag and drop files here
Choose a file
Donations
Cancel
of
Health Insurance:
Upload Form 1095-A
Drag and drop files here
Choose a file
Form 1095-A (Obama Care)
Cancel
of
College Tuition Deduction:
Upload Form 1098-E
Drag and drop files here
Choose a file
Form 1098-E
Cancel
of
Foreign Tax Credit:
Upload Foreign Tax Returns
Drag and drop files here
Choose a file
Form 1116 Credit
Cancel
of
Estimated IRS Payments:
Upload Est Tax Pymts for 2022
Drag and drop files here
Choose a file
Form 1040-ES
Cancel
of
All Other 2022 Tax Documents:
Upload All Other 2022 Tax Documents
Drag and drop files here
Choose a file
Cancel
of
Please fill-up the information within the current year only.
Expenses
General Expenses
Rows
Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Total Expenses
Additional comments
Acknowledgment & Signature
I confirm that all information I entered/provided here is accurate and true.
I allow Axios CPA & Advisory Group, LLC to capture my sensitive data such as IP PIN, Social Security Number (SSN), and other information in connection with my tax return.
Date Signed
-
Month
-
Day
Year
Date
Taxpayer Signature
*
Date Signed
-
Month
-
Day
Year
Date
Spouse Signature
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