Tax events checklist.
In order to make sure we can file your return or returns accurately, please let us know about any changes that might effect the details of your taxes.
What is your legal name?
*
First Name
Last Name
Have you changed jobs in the last year?
Yes
No
Have you been let go from a job in the past year?
Yes
No
Have your divorced in the past year?
Yes
No
Have you gotten married in the past year?
Yes
No
Were you required to pay child support payments in the past year?
Yes
No
Have you started receiving child support payments in the past year?
Yes
No
Have you had any children in the past year?
Yes
No
Have you lost any children in the past year?
Yes
No
Have you transferred any investments in the past year?
Yes
No
Have there been any changes in the status of your property or properties in the past year?
Yes I sold a house
Yes I bought a house
Yes I changed the use of a house
No there haven't been any changes
Have you moved in the past year?
Yes
No
Submit
Should be Empty: