个人报税问卷 Tax Filing Questionnaires
报税问卷表有 4 个部分。完成报税问卷表通过我们的安全网站转上报税文件。这个表格大约用 10 - 15 分钟完成如果。您有任何问题，请致电 (617) 829 0928 或发送电子邮件至 Service@OneAccountingTax.com 与我们联系。
您是报税重复客吗? 如果你是第一次和我们报税请选择 "No". Are you a returning client?
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Please Select
Yes
No
你是房东吗？您去年有冇出租房屋收入？Are you a landlord? Do you have rental properties incomes last year?
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Please Select
Yes
No
Answer "No" if you do not have rental property. If you have a 2 family house and collecting rent. It would be considered a rental property and select "Yes".
你上年有冇收到 1099, 自己做生意职业? 比如开Uber或者Lyft. Are you self-employed or a contractor received 1099 NEC income last year?
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Please Select
Yes
No
如果你的是小企业公司请选择 ”No”. Answer "No" if you have a corporation. This does not apply to S-Corp or C-Corp. It's only for the taxpayers that are self-employed filing Schedule C for business.
请回答上面三个问题再填写下边的报税问卷。如果你是简单的税收问卷只需要5到10分钟填写。Please answer above 3 questions before moving to Section 1.0
By answering above questions, It will automatically filter the questions on this form. If you do not have rental property and are not self-employed, it will take less than 10 minutes to complete this form.
第一部份基本资料 Section 1.0 - Basic Information
你叫什么名字 Name
First Name
Last Name
电话 Phone Number
Please enter a valid phone number.
电子邮件 Email
example@example.com
社保号码 What's your SSN?
生日日期 What's your date of birth?
工作职位 What's your job occupation?
地址 Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
你的报税状态请选择一个 What is your filing status? Please choose one
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单身 Single
已婚 Married Filing Jointly
家庭户主但没有结婚 Head of Household
已婚但分开报税 Married Filing Separately
去年有什么改变生活的大事件吗？Are there any life changing events last year? Check all that applies
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新婚或离婚 Newly married or divorced
生了孩子 Had a baby or adopted a child
买卖了房子 Brought or sold a house
开新公司 Established a business
这些都不是 None of these applied
你有孩子家属担养吗？和去年一样吗？Do you have any dependents? Is it the same as last year?
是的, 我有孩子家属担养，和去年一样。Yes - I have dependents, same as last year.
是的, 但是不和去年一样。Yes - but dependents are not the same as last year.
不是, 我没有任何孩子家属担养 No - I do not have any dependents.
第二部份收入来源 Section 2.0 - Source of Incomes
请选择收入来源 Sources of Income. Check all that applies
工资/薪金 Wages/Salary (Form W-2)
失业金 Unemployment (1099-G)
银行利息 Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
出租房屋租金 Rental Property Incomes (Please fill out section 3.1)
自己做生意 Self-employed (Schedule C, please fill out section 3.2)
赌博 Gambling income (W-2G)
公司收入/公司分红 Incomes from S-Corporation or Partnership (1099-K)
老人退休金 Social security, Pension/IRA/annuity income (1099-R)
股票买卖 Sales of stock or other property (1099-B, 1099-S)
Other
第三部份费用, 支出 Section 3.0 - Deductions and Expenses
请选择不同支出费用 Type of Deductions. Check all that applies
学生贷款利息 Student Loan Interest (Forms 1098-T)
大学学费 College Tuition Expenses
慈善现金捐款 Charitable Donations (Please indicate the amount on section 4.0)
医药费用 Medical Expenses (if exceeded 7.5% of your adjusted gross income)
育儿日托费用请提供托儿那个人的名字和工人咭号. Childcare/Day-Care Expenses (If this box is checked, please list the provider information below)
Traditional IRA contributions (Please indicate the amount on section 4.0)
房屋利息 Mortgage interest statements (Form 1098)
房屋税收 Real estate and personal property tax records
Other
第三部份一房屋收入和支出 Section 3.1 - Rental Properties Incomes/Expenses
你上面回答没有出租房屋或者房屋租金收入。你不用填写这部份 You have indicated that you do not have rental property incomes/expenses. You can skip this Section and go to Section 3.2 Self-employed.
第三部份一房屋收入和支出部份 Section 3.1 - Rental Properties Incomes/Expenses
如果你有房屋租金收入请填写下面的部份。If you have rental properties, please answer the questions in this section. If you already have a list of expenses on paper or word document, you may skip this section and upload the information along with the tax documents.
你上年有冇房屋租金收入？Do you have the rental properties incomes/expenses from last year?
Yes - Please answer the questions in this Section 3.1
No - Skip these questions, go to Section 3.2 - If you check this box, it will automatically hide the rental properties questions and take you to section 3.2.
你一共有几个出租房屋？How many rental properties do you have?
One Property
Two Properties
第一个出租房屋收入和支出。不要填写自住房屋 List the incomes/expenses for the FIRST rental property here.
Do not include the expenses for the owner's unit. Please list the expense for rentals only. If you already have a list of expenses on a word document, you skip this section and upload the information along with the tax documents.
出租房屋地址 What is the rental property address?
上年房屋出租收入多少？What was the rental incomes from last year?
水费 Water & Sewers Expenses
房屋保险 Property Insurance Expenses
电费 Utilities Expenses
暖气费用 Heat Expenses
物业管理费 Condo Fees/Management Fees
杂物费用 Trash Removal Expenses
维修费用 Repairs & Maintenance
维修材料费用 Supplies Expenses
第二个出租房屋收入和支出。List all the incomes/expenses for SECOND rental property here.
出租房屋地址 What is the rental property address?
上年房屋出租收入多少？What was rental incomes from last year?
水费 Water & Sewers Expenses
房屋保险 Property Insurance Expenses
电费 Utilities Expenses
暖气费用 Heat Expenses
物业管理费 Condo Fees/Management Fees
杂物费用 Trash Removal Expenses
维修费用 Repairs & Maintenance
维修材料费用 Supplies Expenses
Any other expenses? Please list it here, you can click on the + to add extra field.
你在头三个问题回答你自己没有收到1099、或者自己做生意。所以这个部份的问题不用填写 Section 3.2 - Self-employed (Schedule C - Business)
You have indicated that you are not self-employed or a contractor received 1099 NEC incomes last year. You can skip this Section and go to Section 4.0 general questions.
你在头三个问题回答你收到1099、或者自己做生意。请回答这个部份的问题 Section 3.2 - Self-employed (Schedule C- Business)
If you are self-employed and filing a Schedule C, please answer the questions in this section. This section may not apply to you and it's for the taxpayers that are self-employed or working as a contractor and receive a 1099-MISC form. Do not fill out this section if you have a Corporation.
再一次确定你是否收到1099或者自己企业。如果你是公司认识 (Corporation)不用填下面这个表格。Are you self-employed or received a 1099-MISC last year?
是请填写下面的问题 Yes - Please answer the questions in this Section 3.2
不是 No - Skip these questions, go to Section 4.0 - If you check this box, it will automatically hide the self-employed questions and take you to section 4.0.
你上年商业收入多少？ If you are self-employed filing a schedule C, please indicate the gross sales before expenses from last year. (if available)
请填写下面商业的费用 List all the business expenses for self-employed here.
If you already have a list of expenses on paper or word document, you skip this section and upload the information along with the tax documents.
你商业车行驶英里多少 Miles Driven for Business
商业保险 Business Insurance
商业广告费多少钱 Advertising Expenses
商业办公室费用多少钱 Office Expenses
商业电话费用多少钱 Telephone Expenses
法律或会计费用多少 Legal & Professional Fees
商业维修多少钱 Repairs & Maintenance
商业买货多少钱 Supplies Expenses
商业 Contractor Labors 多少钱
商业电费暖气等等多少钱 Utilities
有冇其他的商业费用请在下面加上？Any other expenses? Please list it here, you can click on the + to add extra field.
第四部份普通问题 Section 4.0 - General Questions
Some of these might not apply and you can leave it blank or write down N/A.
你去年交房租了吗? 多少钱? Did you pay rent last year? If yes, please enter the amount for the whole year?
你去年有冇坐公共车、巴士地铁等等？一共花费多少钱？Did you pay for public transportation (MBTA) last year? If yes, please enter the amount for the whole year?
你有冇做退休金计划存款？Did you or will you make any traditional IRA contributions to the individual retirement account last year? If so, please enter the amount.
你上年全年有冇医疗保险？Did you have full year health insurance last year? Massachusetts law requires that you have health insurance or you may subject to healthcare penalty.
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除了美国收入。你有冇海外的收入？请注意、公民或绿卡海外收入都需要报税。Did you have any foreign incomes last year? As a U.S. citizen or a resident alien, your foreign incomes (earned outside of the U.S.) are subject to U.S. income tax.
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没有、只是美国收入 No - I don't have any foreign incomes.
有海外收入 Yes - Please provide more details in the comment section below.
你有冇买卖网上电子货币？Did you receive, sell, send, exchange or acquire any crypto/virtual currency? E.g. Bitcoin
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没有 No - I didn't receive, trade or acquire any virtual currency.
有、请提供电子货币交收单据 Yes - Please provide 1099-B statement from the broker. E.g. Robinhood, Fidelity
你有冇买卖股票？Did you receive, sell, send, exchange or acquire any stocks?
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没有 No - I didn't receive, trade or acquire any stocks.
有、请提供股票买卖单据 Yes - Please provide 1099-B statement from the broker E.g. Robinhood, Fidelity.
Enter the amount of third economic stimulus that you received in March 2021 (if any) Please enter the actual amount as this will change your tax returns.
The third Economic Impact Payment amount was:$1,400 for an eligible individual with a valid Social Security number ($2,800 for married couples filing a joint return if both spouses have a valid Social Security number or if one spouse has a valid Social Security number and one spouse was an active member of the U.S. Armed Forces at any time during the taxable year) $1,400 for each qualifying dependent with a valid Social Security number or Adoption Taxpayer Identification Number issued by the IRS You may not receive anything or portion if over income limit.
Did you receive any advance child tax credit payment in 2021? If so, please enter the actual amount that you received.
If you did not receive any child tax credit payment we can claim it on your tax return.
你有冇给每年车公路税收？Did you pay excise tax for your vehicles last year?
你上年有冇做慈善捐赠？如果有请写上金额。Did you make any donations? If it is in CASH, please indicate the amount. You will need to upload proof of documents if you have donated more than $1,000
请提供政府 ID 文件. 联邦需要我们确定报谁人的身份。Please provide your government photo ID/driver license information. In order to e-file your tax returns, IRS required the tax preparers collect this information to prevent fraudulent tax filings.
Please enter the license number
你的政府 ID 批核日期是什么？What is the government photo ID/driver license issued date?
你的政府 ID 文件几时过期？ What is the government photo ID/driver license expiration date?
你的银行户口号码是否和上年一样？Is your banking information same as last year? This will be used for direct deposit of your refunds or to pay your taxes.
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Please Select
Yes
No
银行资料 Banking Information (Optional):
Please provide the banking information if you want direct deposit for your tax refunds. You can skip this section if your bank information is same as last year or you don't want direct deposit.
银行名字 Bank Name
银行号码 Bank Account Number
银行 Routing Number
请按下面转上你的税收文件。如果你是用手机填写你可以直接摄影相片、然后传上去。Please upload all the tax documents here by clicking "Browse Files". If you are filing out this form from your mobile phone. You can snap pictures directly from your phone or upload the files from your computer.
Browse Files
Drag and drop files here
Choose a file
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请在下面写上你想提供更多报税相关的资料。Comment Section:
Please list any other expenses, incomes that are not listed above or any other comments that you want us to know.
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