Tax Return Questionnaire

1
Name* This field is required.
First Name
Last Name
2
Today's Date* This field is required.
Date
Month
Day
Year
3
Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
4
E-mail* This field is required.
example@example.com
5
Phone Number* This field is required.
6
Do you have an appointment?* This field is required.
YESNO
7
What date is your appointment?
Date
Month
Day
Year
8
Are you married and filing jointly?* This field is required.
YESNO
9
What is your spouse's name?* This field is required.
First Name
Last Name
10
How many new dependents are you claiming from the last time you filed with us?* This field is required.*Any dependents being claimed by the taxpayer must meet the requirements set forth in Publication 929*
None
1
2
3
4
5
6
7
8
11
Name of dependent 1* This field is required.
First Name
Last Name
12
Date of birth for dependent 1* This field is required.
Date
Month
Day
Year
13
SSN for dependent 1* This field is required.
14
Name of dependent 2* This field is required.
First Name
Last Name
15
Date of birth for dependent 2* This field is required.
Date
Month
Day
Year
16
SSN for dependent 2* This field is required.
17
Name of dependent 3* This field is required.
First Name
Last Name
18
Date of birth for dependent 3* This field is required.
Date
Month
Day
Year
19
SSN for dependent 3* This field is required.
20
Name of dependent 4* This field is required.
First Name
Last Name
21
Date of birth for dependent 4* This field is required.
Date
Month
Day
Year
22
SSN for dependent 4* This field is required.
23
Name of dependent 5* This field is required.
First Name
Last Name
24
Date of birth for dependent 5* This field is required.
Date
Month
Day
Year
25
SSN for dependent 5* This field is required.
26
Name of dependent 6* This field is required.
First Name
Last Name
27
Date of birth for dependent 6* This field is required.
Date
Month
Day
Year
28
SSN for dependent 6* This field is required.
29
Name of dependent 7* This field is required.
First Name
Last Name
30
Date of birth for dependent 7* This field is required.
Date
Month
Day
Year
31
SSN for dependent 7* This field is required.
32
Name of dependent 8* This field is required.
First Name
Last Name
33
Date of birth for dependent 8* This field is required.
Date
Month
Day
Year
34
SSN for dependent 8* This field is required.
35
Did you work & reside in Florida the entire 2025 tax year?* This field is required.
YESNO
36
Please list other states worked in during 2025* This field is required.
37
Did you have Marketplace Healthcare?* This field is required.*** Previously Obama Care ***
YESNO
38
Did you make any energy efficient improvements? (Windows, Doors, ect.)* This field is required.* Potential itemized deductions: If yes please provide detailed support or a list at the end of this section
YESNO
39
Did you make any large purchases that collected sales tax? (Vehicles, Boats, ect.)* This field is required.* Potential itemized deductions: If yes please provide detailed support or a list at the end of this section
YESNO
40
Did you make any charitable contributions?* This field is required.* Potential itemized deductions: If yes please provide detailed support or a list at the end of this section
YESNO
41
Medical expenses above 7.5% of your income (Example: 50k of annual pay would need to be above 3.5k of uninsured expenses incurred)* This field is required.* Potential itemized deductions: If yes please provide detailed support or a list at the end of this section
YESNO
42
During 2025 did you have continuing education expenses? (tuition, books, supplies, ect.)* This field is required.If yes please provide detailed support or a list at the end of this section
YESNO
43
During 2025 did you have 1098T forms? (college tuition form)* This field is required.If yes please provide detailed support or a list at the end of this section
YESNO
44
During 2025 did you have childcare expenses?* This field is required.
YESNO
45
name of facility* This field is required.
46
Address of childcare facility* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
47
EIN# of Childcare Facility* This field is required.
48
During 2025 did you have any retirement contributions outside of employer plans?* This field is required.Traditional IRA, Roth ect. If yes please provide detailed support or a list at the end of this section
YESNO
49
During 2025 did you withdraw from any retirement accounts?* This field is required.If yes please provide detailed support or a list at the end of this section
YESNO
50
During 2025 did you buy, sell, receive or acquire any virtual currency* This field is required.i.e. Crypto If yes please provide detailed support or a list at the end of this section
YESNO
51
During 2025 did you purchase a qualified plug in electric vehicle prior to September 30, 2025?* This field is required.
YESNO
52
Please provide VIN#, year, make and model, and the date placed in service
Huge
Large
Normal
Small
Ok
Ok
53
Did you have any foreign income or bank accounts?
YESNO
54
Did you finance a NEW 2025 or 2026 vehicle after 1/1/2025? If so, the loan interest expenses may be deductible.
YESNO
55
Did you receive an IP PIN # from the IRS for 2025?This is only applicable if you had one for 2024 or specifically requested one from the IRS for 2025. If you answer YES, please provide IP PIN in notes, or provide it with your tax documents.
YESNO
56
Did you work overtime in 2025?If YES, please provide a copy of your last pay stub as we have found it is not always listed on the W2.
YESNO
57
Did you own a rental property in 2025?* This field is required.** there is a very helpful Rental Worksheet template on our website at www.taxadvantage.org under the resources tab. You can open another browser tab to access it and not lose you place on this form **
YESNO
58
During 2025 did you own a business or were you self-employed?* This field is required.** There is a very helpful business worksheet template on our website at www.taxadvantage.org under the resources tab. You can open another browser tab to access it an not lose your place on this form **
YESNO
59
Did you make any 1040 estimated payments for 2025?* This field is required.Please list answers to any questions you said yes to or please submit documentation to us.
YESNO
60
Please list dates and amounts of 1040 estimated payments
Huge
Large
Normal
Small
Ok
Ok
61
Would you like direct deposit?* This field is required.
YESNO
62
Account Number # Account # Routing Number # Routing #
63
Please make additional notes or list questions here that you tax preparer should be aware of.Please upload all necessary supporting documents (for questions you answered yes to) to Taxdome. This will help to keep all items easily referenced for both you and our staff.
Huge
Large
Normal
Small
Ok
Ok
Should be Empty: