Client Tax Data Form 2024

Choose your Preparer

Choose your Tax Prep Hero

Referred By:

Filing Status?*

Your Full Name*

First NameMiddle NameLast Name

Birth Date*

MonthDayYear

Social Security Number*

Mobile Number*

Area CodePhone Number

Gender*

E-mail*

example@example.com

Occupation*

Driver's License #*

State Driver License was Issued*

Driver License Issue Date*

Driver License Expiration Date*

Photo of Driver's License*

Upload Driver License

Upload a photo of your Driver's License

Photo of Social Security Card*

Upload SSN Card

Upload a photo of your SSN Card

Spouse Full Name*

First NameMiddle NameLast Name

Spouse Birth Date*

MonthDayYear

Spouse Social Security Number*

Spouse Mobile Number*

Area CodePhone Number

Spouse Gender*

Spouse E-mail*

example@example.com

Spouse Occupation*

Spouse Driver's License #*

Spouse State License was Issued*

Spouse License Issue Date*

Spouse License Expiration Date*

(S) Photo of Driver's License*

Upload Driver License

Upload a photo of your Driver's License

(S) Photo of Social Security Card*

Upload SSN Card

Upload a photo of your SSN Card

Did you have to provide an IP PIN last tax season?*

Input IP PIN Number for 2023 Tax Season*

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

*QUALIFYING DEPENDENTS*

Do you have any eligible dependents you are claiming on your 2023 Tax Refund?*

Enter your dependents here?

	Name	SSN (Full SSN Number)	Date of Birth	Relationship
1
2
3
4
5
6

Upload supporting documents

Upload Files

Please upload dependent SSN Card or supporting documents

Was there child care paid for the 2023 Tax Year?

If unsure consult with your Tax Prep Hero to complete this question.

How much in child care did you pay?

If unsure consult with your Tax Prep Hero to complete this question.

Upload supporting documents for child care

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General Expenses

	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Investment Expenses

Do you own a electric vehicle?*

YesNo

What is the YEAR, MAKE, and MODEL of your EV?*

Did you make any upgrades to your living quarters this year?*

YesNo

What upgrades were made to your living quarters this year?*

(i.e. Water Heater Pump, Bio Mass Stove, Doors, Skylight)

Upload Tax Documents*

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Please upload all w-2's, 1099's and any other supporting file

Do you own a business?

If you own a business and would like to include it on your tax return for 2023

Business Name

If unsure consult with your Tax Prep Hero to complete this question.

Business Address

If unsure consult with your Tax Prep Hero to complete this question.

Business EIN Number

If unsure consult with your Tax Prep Hero to complete this question.

Did you claim this business last year on your tax return for 2023?

If unsure consult with your Tax Prep Hero to complete this question.

How much did your business make?

What is the making model and year of your vehicle?

Business Owner Write Off Checklist: (input the amount you spent in the categories listed)

Additional Comments

If there is any additional information your Tax Prep Hero should be aware of please list above.

CASH ADVANCE

Apply for Cash Advance?*

For more information contact your Tax Prep Hero

***Please note that if you opt in for a cash advance, there is no gaurantee of knowing the amount you could possibly be approved for. So if your are eligible for a Cash Advance and you are wanting the maximum of $7,000 the system CAN NOT provide the amount in which you will be disbursed until it is deposited/disbursed.***

Refund

Choose the method in which you would like to receive your refund*

Did you receive a tax return last year?*

YesYes, but it was taken! I have an OFFSET! The IRS took it.No, I did not file prior year.

How much did you receive in your prior year tax return?*

*For Direct Deposit Method Only*

Financial Institution Name*

Please provide name of bank/credit union

Bank Routing No:*

Please provide an accurate routing number

Bank Account No:*

Please provide an accurate account number

Type of Account:*

BASIC TAX PREP HERO QUESTIONS

TO GET YOU THE MAX BACK ON YOUR TAX RETURN

Are you filing an eligible spouse on your tax return for 2023?

If unsure consult with your Tax Prep Hero to complete this question.

Did your marital status change during 2023 tax return year?

If unsure consult with your Tax Prep Hero to complete this question.

Are you eligible to be claimed as a dependent on another person tax return?*

If unsure consult with your Tax Prep Hero to complete this question.

Do you have healthcare coverage through the Marketplace (Affordable Healthcare Coverage/ www.healtcare.gov) FORM 1095-A?*

If unsure consult with your Tax Prep Hero to complete this question.

Did you UPLOAD Form 1095-A healthcare coverage form through the Marketplace (Affordable Healthcare Coverage/ www.healtcare.gov)?*

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD YOUR 1095-A FORM (form can be found in your profile on www.healthcare.gov)*

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Were you in school for 2023 Tax Year ?*

If unsure consult with your Tax Prep Hero to complete this question.

Did you UPLOAD Form 1098T form through the school you attended?*

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD YOUR 1098T FORM (form can be found in your profile online from your school or mailed out to you)*

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If you have any student loans, do you know what status they are in?

If unsure consult with your Tax Prep Hero to complete this question.

Did you take any funds out of your 401k for 2023 Tax Year?*

If unsure consult with your Tax Prep Hero to complete this question.

Did you upload tax Form 1099-R you should have received from taking any funds out of your 401k for 2023?*

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD YOUR 1099-R FORM (form should have been mailed from your 401-k investor)*

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Do you have a mortgage for 2023 Tax Year?*

If unsure consult with your Tax Prep Hero to complete this question.

Did you upload tax Form 1098 "Mortgage Interest Statement" you should have received from your mortgage company for 2023 Tax Year?*

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD FORM 1098 "Mortgage Interest Statement" (form should have been mailed from your mortgage company)*

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Do you receive unemployment for 2023 Tax Year?*

If unsure consult with your Tax Prep Hero to complete this question.

Did you upload tax Form 1099 G "Unemployment Tax Form" you should have received from your State Dept. of Labor for 2023 Tax Year?*

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD FORM 1099 G "Unemployment Tax Form" (form should have been mailed from your State Dept. of Labor)*

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Do you know of any OFFSETS (delinquent student loan, child support, tax liens, etc.) with the IRS that may prevent you from receiving your 2023 Tax Return? *

If unsure consult with your Tax Prep Hero to complete this question. If suspect that you have an offset call (800)304-3107 to confirm

Did you invest in an IRA, stocks/crypto, annuity, or any retirement plan outside of your job?

If unsure consult with your Tax Prep Hero to complete this question.

Did you upload tax Form 1099 B "Proceed from Broker and Barter Exchange Transaction" you should have received to report the sale of stocks, bonds, mutual funds, and other securities for the 2023 Tax Year?*

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD FORM 1099 B "Proceed from Broker and Barter Exchange Transaction" (form should have been mailed from investment holder)*

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Did you provide over half the support for any other person during the year?

If unsure consult with your Tax Prep Hero to complete this question.