Protax Solutions Registration Form

ProTax Solutions Registration Form

Fill out the form carefully for registration
Client Name

PrefixFirst NameLast NameSuffix
Birth Date*

MonthDayYear
Gender*
E-mail*
example@example.com
Mobile Number*
Spouse Name (if applicable):

PrefixFirst NameLast NameSuffix
Spouse Birth Date

MonthDayYear
Spouse Gender
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Filing Status*
Dependent # 1 Name

First NameLast Name
Birth Date

MonthDayYear
Gender
Dependent # 2 Name

First NameLast Name
Birth Date

MonthDayYear
Gender
Dependent # 3 Name

First NameLast Name
Birth Date

MonthDayYear
Gender
Dependent # 3 Name

First NameLast Name
Birth Date

MonthDayYear
Gender
Are any of your dependents disabled?
Have you received any letters from the IRS stating you have credits disallowed to claim on your current tax return?*

YesNo
Do you or any of your dependents attend college in 2023?*

YesNo
Will you be applying for the tax advance up to $7,000?*

YesNo
Upload the following documents for an estimate:

Government Issued ID, Copies of SS card for taxpayer and dependents, W2, Marketplace Health form 1095-A (if applicable), Utility Bill, Previous tax return, Education form 1098-T (if applicable), Self Employed: bank statements, receipts, expense reports
Upload Documents

Cancelof
Additional Comments
Should be Empty:

ProTax Solutions Registration Form