• Tax Preparation Intake Questionnaire

    Tax Year: 2022

  • Thank you for taking the time to complete the Client Tax Preparation Intake Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request you provide this information again to ensure our records are 100% accurate and up to date.

    Complete this form with the confidence that there is an extra layer of security that specifically protects fields containing sensitive information of your entries.

    If you are unable to complete this form in one sitting, please click 'Save' at the bottom of this page and continue with the emailed link at your convenience.

    CLICK HERE TO DOWNLOAD THE TAXESTOGO MOBILE APPLICATION IF YOU HAVE NOT DONE SO BEFORE COMPLETING THIS FORM.


    Please note that some questions are required to submit.

  • Previous Client?

  • Tax Payer's Personal Information

  • If you are filing a joint return, enter your names in the same order as last year's return, if you filed joint.

  • Are you a U.S. Citizen?
  • Have you been issued Social Security Number or an Individual Taxpayer Identification Number?
  • Last year, were you
  • Do you rent or own your residence?
  • Did you maintain more than half of the cost of the home?
  • Did your address change since the last time you filed your tax return?
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Marital Status

  • Martial Status~As of 12/31/2022, what was your marital status?

  • Married - This includes registered domestic partnerships, civil unions, or other formal relationships under state law.

  • Did you get married in 2022?
  • Did you or your spouse change your last name since their prior tax return filing?
  • Did you live with your spouse during any part of the last six months of 2022?
  • Can you provide proof that you did not live with your spouse the last six months of the year?

  • E.g. Lease agreement, utility bills, a letter from a clegry member, or a letter from social services

  • Date of seperate maintenance decree
     - -
    2 digit month, 2 digit day, 4 digit year
  • Can you provide a copy of a separate maintenance decree or agreement if requested by the IRS?
  • Date of final decree
     - -
    2 digit month, 2 digit day, 4 digit year
  • Can you provide copy of the divorce decree if requested by the IRS?

  • Spouse's Personal Information

  • If you are filing a joint return, enter your names in the same order as last year's return, if you filed joint.

  • Are you a U.S. Citizen?
  • Have you been issued Social Security Number or an Individual Taxpayer Identification Number?
  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Type a question
  • Can anyone claim you or your spouse as a dependent?
  • Can anyone claim your spouse as a dependent?
  • Were you audited last year?
  • If so, please select the year(s):
  • Did you owe more than $1,000 in taxes in the prior two years?
  • If so, please select the year(s):
  • Have you, your spouse or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?

  • To retrieve your IP PIN, please visit: https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

  • Are you applying for an advance loan?

  • Interest rates apply for amounts over $1,000.

  • How would you like to receive your refund?
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  • Did anyone live with you or did you support anyone that did not live with you in 2022?

  • Household Information

  • Complete the following below of everyone who lived with you (other than your spouse) or anyone you supported but did not live with you in 2022.

  • Dependent #1

  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is this person a U.S. Citizen?
  • Are you a single parent?
  • Do you have legal full custody of the child?
  • Do you have legal joint custody of the child?
  • Does the child’s biological parents live with the child?
  • Was this person married as of 12/31/2022?
  • Did you claim this person last year?
  • Did this person provide more than 50% of his/her own support?
  • Did this person have less than $4,300 of income?
  • Is this person totally or permanently disabled?
  • Does this person receive Social Security Disability Insurance (SSI)?
  • Did the taxpayer(s) provide more than 50% of support for this person?
  • Is this person a qualifying child/relative of any other person?
  • Was this person a full time student in 2022?
  • Has this person received the AOTC credit in the past?

  • Dependent #2

  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is this person a U.S. Citizen?
  • Are you a single parent?
  • Do you have legal full custody of the child?
  • Do you have legal joint custody of the child?
  • Does the child’s biological parents live with the child?
  • Was this person married as of 12/31/2022?
  • Did you claim this person last year?
  • Did this person provide more than 50% of his/her own support?
  • Did this person have less than $4,300 of income?
  • Is this person totally or permanently disabled?
  • Does this person receive Social Security Disability Insurance (SSI)?
  • Did the taxpayer(s) provide more than 50% of support for this person?
  • Is this person a qualifying child/relative of any other person?
  • Was this person a full time student in 2022?
  • Has this person received the AOTC credit in the past?

  • Dependent #3

  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is this person a U.S. Citizen?
  • Are you a single parent?
  • Do you have legal full custody of the child?
  • Do you have legal joint custody of the child?
  • Does the child’s biological parents live with the child?
  • Was this person married as of 12/31/2022?
  • Did you claim this person last year?
  • Did this person provide more than 50% of his/her own support?
  • Did this person have less than $4,300 of income?
  • Is this person totally or permanently disabled?
  • Does this person receive Social Security Disability Insurance (SSI)?
  • Did the taxpayer(s) provide more than 50% of support for this person?
  • Is this person a qualifying child/relative of any other person?
  • Was this person a full time student in 2022?
  • Has this person received the AOTC credit in the past?

  • For the following sections, select the appropriate response for each question.

  • Income

    Last year, did you (or your spouse) receive:
  • Received wages or salary?

  • Form W-2

  • Tip Income?
  • Scholarships for taxpayers or dependents?

  • Forms W-2, 1098-T

  • Interest/Dividends from: checkings/savings accounts, bonds, CDs, brokerage?

  • Forms 1099-INT, 1099-DIV

  • Refund of state/local income taxes?

  • Form 1099-G

  • Self-Employment income?

  • Forms 1099-MISC, 1099-NEC, cash, virtual currency, or other property or services

  • Cash/check/virtual currency payments, or other property or services for any work performed not reported on Forms W-2 or 1099?

  • Forms W-2 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 compensations)

  • Forms 1099-R, W-2

  • Retirement income or payments from Pensions. Annuities, and or IRA?

  • Form 1099-R

  • Unemployment Compensation?

  • Form 1099-G

  • Social Security or Railroad Retirement Benefits?

  • Forms SSA-1099, RRB-1099

  • Income (or loss) from Rental Property?
  • Withdrew money from your 401K?
  • Other income?

  • Gambling, lottery, prizes, awards, jury duty, virtual currency, Sch K-1, royalties, foreign income, etc.

  • Expenses

    Last year, did you (or your spouse) pay:
  • Child support payments?
  • Alimony or separate maintenance payments?
  • If yes, do you have the recipient's SSN?
  • Contributions or repayments to a retirement account?

  • Select all that apply.

  • College or post-secondary educational expenses for yourself, spouse or dependents?

  • Form 1098-T

  • Any of the following:
  • Child or dependent care expenses such as daycare?

  • Form 2441

  • Did you purchase supplies used as an eligible educator such as a teacher, teacher’s aide, counselor, etc.?
  • Student loan interest for taxpayers or dependents?

  • Form 1098-E

  • Life Events

    Last year, did you (or your spouse) pay:
  • Have a Health Savings Account?

  • Forms 5498-SA, 1099-SA, W-2 with code W in box 12

  • Have credit card, student loan or mortgage debt cancelled/forgiven by a lender or have a home foreclosure?

  • Forms 1099-C, 1099-A

  • Do you or your spouse owe debt to any government agency; such as IRS, student loans, child support etc.?
  • Adopt a child
  • Have Earned Income Credit (EIC), Child Tax Credit or American Opportunity Credit disallowed in a prior year?
  • If yes, which credit was disallowed?

  • Select all that apply.

  • Purchase and install energy-efficient home items? (such as windows, furnace, insulation, etc.)
  • Receive the First Time Homebuyers Credit in 2008?
  • Make estimated tax payments or apply last year’s refund to this year’s tax?
  • File a federal return last year containing a “capital loss carryover” on Form 1040 Schedule D?

  • Form 1095-A

  • Have health coverage through the Marketplace (Exchange)?

  • Letter 6419

  • Purchase a vehicle?
  • Was it electric?
  • Planning on purchasing a home within the next two years?

  • Supporting Documentation

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  • All documents must be received prior to your tax return being filed.

  • Self-Employment

    Business #1
  • Do you have a self-employed business

  • If yes, please proceed to form titled "Self-Employment Certification" to proceed.

  • Should be Empty: