2023 Individual Questionnaire

2023 Individual Questionnaire
It is extremely important that you thoroughly complete this questionnaire and return it to us as it is designed to identify potential tax savings and to create a complete and accurate tax return.

SUBMIT YOUR SUPPORTING DOCUMENTS IN ONE OF THE FOLLOWING WAYS:
- Digitally: Upload your information electronically through your secure Onvio Client Portal at Onvio.com
- Fax to 970-223-6509.
- Mail/Drop off at: 1044 West Drake Road, Suite 201, Fort Collins, CO 80526
  - We have a drop box upstairs by our office doors
  - The drop box is available 8am-5pm Monday-Friday
Some of the information we request to prepare your tax return can be found by setting up an online account with the IRS. You can do this at irs.gov, click on “Sign in to your account”. The IRS is now using ID.me for online accounts. This is explained on the IRS website when you click on “Sign in to your Online Account” on the IRS website. The set up requires you to choose a multi-factor authentication (MFA) option. To verify your identity you will need to either use their self-service process requiring a photo of your government ID and a selfie, or a live phone call with an ID.me agent. Once you set up the online account you can access/view information including: account balance, payment options/history, create a payment plan, get transcripts, and view notices/letters from the IRS.
PLEASE ANSWER EACH QUESTION. If a question is not answered, we will assume it is not applicable to your current situation. If you are unsure, please note your questions in the comments section at the bottom of this page.

Contact Information

(Please complete even if you have provided us the same information in the past)
Taxpayer Name:*

First NameLast Name
Taxpayer Preferred Number:
Please enter a valid phone number.
Please select type of phone:

CellOfficeHome
Primary Email:*
example@example.com
Spouse Name:

First NameLast Name
Spouse Preferred Number:
Please enter a valid phone number.
Please select type of phone:

CellOfficeHome
Spouse Email:
Must be different than primary email for e-sign capabilities
**For signing your final documents electronically, you must provide different email addresses for the taxpayer and spouse.
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you consent to receive from us text notifications and reminders regarding the preparation of your tax return? We will not send marketing communications via text messaging.

YesNo
Phone Number for Text Messages:
Please enter a valid phone number.
FINAL TAX RETURN

Your final tax return and signed documents will be available for download once the return has been signed and approved using our secure online signing system, or you ask us otherwise.
Comments:

Did you make any estimated tax payments for 2023 (in addition to withholding from your wages)? This includes 4th quarter 2023 estimated tax payments due in January 2024.

YesNo
If yes, click on the arrow below to provide information regarding your estimated tax payments.

If you have comments on any item, please leave them in the comments section at the bottom of the page.

IRS Estimated Tax Payments
IRS Payments
1st Quarter Amount Paid:
1st Quarter Date Paid:

MonthDayYear
Date
2nd Quarter Amount Paid:
2nd Quarter Date Paid:

MonthDayYear
Date
3rd Quarter Amount Paid:
3rd Quarter Date Paid:

MonthDayYear
Date
4th Quarter Amount Paid:
4th Quarter Date Paid:

MonthDayYear
Date
Comments:
State Payments

State Estimated Tax Payments
How many different states did you pay estimated tax payments to for 2023?

0123

State #1
To which state did you pay estimated taxes?
1st Quarter Amount Paid:
1st Quarter Date Paid:

MonthDayYear
Date
2nd Quarter Amount Paid:
2nd Quarter Date Paid:

MonthDayYear
Date
3rd Quarter Amount Paid:
3rd Quarter Date Paid:

MonthDayYear
Date
4th Quarter Amount Paid:
4th Quarter Date Paid:

MonthDayYear
Date
Comments:

State #2
To which state did you pay estimated taxes?
1st Quarter Amount Paid:
1st Quarter Date Paid:

MonthDayYear
Date
2nd Quarter Amount Paid:
2nd Quarter Date Paid:

MonthDayYear
Date
3rd Quarter Amount Paid:
3rd Quarter Date Paid:

MonthDayYear
Date
4th Quarter Amount Paid:
4th Quarter Date Paid:

MonthDayYear
Date
Comments:

State #3
To which state did you pay estimated taxes?
1st Quarter Amount Paid:
1st Quarter Date Paid:

MonthDayYear
Date
2nd Quarter Amount Paid:
2nd Quarter Date Paid:

MonthDayYear
Date
3rd Quarter Amount Paid:
3rd Quarter Date Paid:

MonthDayYear
Date
4th Quarter Amount Paid:
4th Quarter Date Paid:

MonthDayYear
Date
Comments:

Did you pay for any child care so you and your spouse if married could work, look for work, or attend school, for any child under the age of 13?

YesNo
If yes, click on the arrow below to provide information regarding your child care.

If you have comments on any item, please leave them in the comments section at the bottom of the page.

Child Care
How many different child care providers did you pay in 2023?

123

Child Care Provider #1
Name of Business/ Care Provider:
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Identification Number (social security number or federal identification number). If you do not provide this, you cannot take this credit:
Amounts paid to child care provider PER DEPENDENT:
Comments:

Child Care Provider #2
Name of Business/ Care Provider:
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Identification Number (social security number or federal identification number). If you do not provide this, you cannot take this credit:
Amounts paid to child care provider PER DEPENDENT:
Comments:

Child Care Provider #3
Name of Business/ Care Provider:
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Identification Number (social security number or federal identification number). If you do not provide this, you cannot take this credit:
Amounts paid to child care provider PER DEPENDENT:
Comments:

Did anyone attend college, university, vocational school, or other post secondary educational institutions during 2023?

YesNo
If yes, include all Forms 1098-T and click on the arrow below to provide information regarding your education.

If you have comments on any item, please leave them in the comments section at the bottom of the page.

Education
Did the student receive scholarships or grants?

YesNo
If yes, please indicate amounts received (if not provided on Form 1098-T)
Did the student or taxpayers receive any distributions from a qualified tuition program (529 plan, Coverdell, etc.)? If so, please provide Form 1099-Q.

YesNo
Did you pay for any required course materials (books and supplies) in 2023 that were not reflected on the Form 1098-T? If so, provide a summary of these.

YesNo
If yes, please indicate the amount that was NOT purchased from that educational institution.
Comments:

Did you make any contributions to an education savings account in 2023?

YesNo
If yes, click on the arrow below to provide information regarding your education savings account. If you have comments on any item, please leave them in the comments section at the bottom of the page.

Education Savings
Did you make contributions to any Colorado 529 tuition savings plan? If so, provide the 2023 year-end statement for your Colorado 529 tuition savings plan account(s). Keep in mind the only types of plans that qualify for the Colorado deduction are administered by CollegeInvest, which include: Direct Portfolio College Savings Plan, Scholars Choice College Savings Program, Smart Choice College Savings Plan, and Stable Value Plus College Savings Plan.

YesNo
If you are not a Colorado resident and you made contributions to a 529 tuition savings plan, please check yes and provide us with your year-end statement.

YesNo
Comments:

Did you purchase rental property during 2023 that is not reported on a separate tax return (please do not include details that you already provided for a separate LLC or partnership tax return)?

YesNo
If yes, click on the arrow below to provide information regarding your rental property purchase. If you have comments on any item, please leave them in the comments section at the bottom of the page.

Purchase of Rental Property
New Property Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please provide copies of the purchase closing statement of any real property purchased in 2023. Also, provide copies of any refinancing settlement statements if you refinanced the property after purchase.

NOTE: There are certain items included in a rental property purchase that can be depreciated over a shorter period of time than the building. Although this step is OPTIONAL, by identifying the value at purchase of these items below we can maximize the current year tax deductions for your property.

Please provide the value at purchase of the following items in the rental property purchased:
Refrigerator:
Stove:
Oven:
Dishwasher:
Microwave:
Washer:
Dryer:
Flooring - Tacked Down Carpet:
Window Coverings:
Hot Water Heater:
Furnace:
Air Conditioner:
Roof:
Landscaping:
Other (please describe):
Comments:

Do you have a home office? Answer no to the following question if your home office is for your job with a W-2 employer/business that you do not own. Also answer no if your business files a separate income tax return (such as Form 1120S or 1065).

YesNo
If yes, click on the arrow below to provide information regarding your home office. If you have comments on any item, please leave them in the comments section at the bottom of the page.

Home Office
If the taxpayer or spouse has a qualified home office, please complete the following (include the total amount of each expense; we will calculate the home office portion). If you do not know what qualifies, please ask us.
Square footage of the space used solely for business:
Total square footage of your home:
Is this a new home office in 2023?

YesNo
Purchase price of home:
Cost of major improvements:
Date home office first used:

MonthDayYear
Date
If you would prefer to use the IRS standard home office deduction of $5/square foot (maximum of $1,500), please indicate below and do NOT complete the Home Office Details.
I want to use the standard home office deduction

YesNo

Home Office Details:
2023 Mortgage Interest Paid:
2023 Mortgage Insurance Paid (not the same as property insurance):
2023 Property Taxes Paid:
2023 Rent Paid (if you do not own the home):
2023 Utilities Paid (Electric, Gas, Water, Sewer, Trash):
2023 Property Insurance Costs Paid:
2023 Maintenance Expenses Paid:
2023 Repairs Paid:
2023 HOA Fees Paid:
2023 Capital Improvements and/or Appliances (include description, date in service, and amount):
2023 Other Home Expenses (please describe):
Comments:

When you are confident that you have completed this form in its entirety, click the submit button.
Should be Empty:

2023 Individual Questionnaire

Contact Information

If you have comments regarding any of the questions below, please leave them in the comments section at the bottom of this page.

If you have comments regarding any of the items below, please leave them in the comments section at the bottom of this page.

If you have comments regarding any of the items below, please leave them in the comments section at the bottom of this page.

IRS Payments

State Payments

When you are confident that you have completed this form in its entirety, click the submit button.