TAX REPUBLIC USA RETURNING CLIENTS

Welcome to the Tax Filing! We are looking forward to a great tax year!

PLEASE NOTE EVERYTHING IS NOT REQUIRED TO BE FILLED OUT PLEASE ONLY FILL OUT THE SECTIONS THAT MEET YOUR INDIVIDUAL NEEDS. It is crucial to wait until you have received all necessary federal forms before filing your tax return. This includes documents such as W-2s, 1099s, 1098-T, and any other relevant federal forms. PLEASE NOTE: WE DO NOT FILE USING YOUR LAST PAYSTUB! This measure is in place to safeguard you against potential tax audits and to prevent any delays in receiving your refund. Please ensure that you enter your information as accurately as possible. To process your 2024 tax return, kindly upload the required documents or provide an explanation if you are missing any. Before you start, if you encounter any technical issues or have questions regarding your submission, please reach out to our customer service team at 404-704-5918. We are here to help! CASH ADVANCES AVAILABLE UP TO $6000.00
Basic Info. Start Here!

Please enter your information as accurately as possible. Please upload your required documents that are needed to process your 2024tax return.
WHAT TAX YEAR ARE YOU FILING.*
Name*

First NameLast Name
Email*
example@example.com
Address(only if you moved)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number(only if number changed)
Please enter a valid phone number.
REQUESTED TAX AGENT
IS THIS An AMENDED RETURN.*
Enter your referral's name.*
WHATS YOUR SOCIAL MEDIA HANDLE?*
Select which package deal you want.*
Do you want to apply for a cash advance up to $6k. no credit check, 34.99% APR You will be notified within 24hrs. *
HAVE ANY PERSONAL INFORMATION CHANGED(IF YES PLEASE UPDATE BELOW)*
Name*

First NameLast Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.
CELL PHONE PROVIDER?
Filing Status(PLEASE NOTE WE WILL ASK FOR PROOF)*
IF YOUR FILING HEAD OF HOUSEHOLD, WHAT DOCUMENTS WILL YOU PROVIDE FOR PROOF OF HOH??*
Enter Full Social Security Number*
Signature*

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Enter Date of Birth*
Please indicate if you have a drivers license or State ID*
Enter Drivers License/ ID Number*
Enter Issuing State of Drivers license/ID*
Signature*

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Please state your occupation.*
DID YOU RECEIVE ANY LETTERS FROM THE IRS?(IF SO PLEASE UPLOAD BELOW*

YESNO
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Was your health insurance obtained through a Marketplace? IF THE ANSWER IS (YES) You should receive a Form 1095-A in the mail by early February 2025. PLEASE UPLOAD FORM IN THE NEXT BOX*

YESNO
UPLOAD YOUR 1095-A FORM HERE!

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HAVE ANY CREDITS EVER BEEN DISALLOWED?*

YESNO
IF YOU RECEIVED A PIN FROM THE IRS PLEASE INPUT BELOW! (SELF)
IF YOU RECEIVED A PIN FROM THE IRS PLEASE INPUT BELOW! (DEPENDENT)
IF YOU RECEIVED A PIN FROM THE IRS PLEASE INPUT BELOW! (DEPENDENT)
DID YOU RECEIVE UNEMPLOYMENT 2024?

YESNO
IF YOU RECEIVED UNEMPLOYMENT, PLEASE UPLOAD STATEMENT!

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Upload your ID*

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Upload your SSC*

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Bank Name where you want funds deposited?*
Account number*
Re enter your account number!*
Routing number *
TO THE BEST OF YOUR Knowledge ACCOUNT INFORMATION IS CORRECT?*

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Please enter spouse information *if applicable*

IF YOUR STILL LEGALLY MARRIED I STILL NEED THIS INFO
Please enter spouse name.

First NameLast Name
Enter spouse date of birth
Enter spouse social security number
Please indicate if spouse has a driver's license or state ID.
Please enter spouse drivers license/ state ID number
Please enter the issuing state of spouse drivers license/ ID number
Please enter spouse occupation
FRONT Upload spouse ID

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BACK Upload spouse ID

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Signature*
Upload spouse SSC

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Signature*

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Please enter your dependent's information *if applicable*
What documents will you provide for proof of residency for child dependents? Please note we need this provided per child.

SCHOOL REPORT CARDDOCTOC LETTERFOODSTAMPS,GOVERNMENT ASST,PUBLIC HOUSING, ETCLEASE WITH CHILDS NAME
File Upload

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Enter dependent #1 full name

First NameLast Name
Did Dependent Live with you for the full year?

YESNO
CAN ANYONE ELSE CLAIM THIS DEPENDENT?

YESNO
Enter dependent #1 SSN
Enter dependent #1 date of birth
Relation to dependent
Upload Dependent #1 Social Security Card

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Enter Dependent #2 Full Name

First NameLast Name
Did Dependent Live with you for the full year?

YESNO
CAN ANYONE ELSE CLAIM THIS DEPENDENT?

YESNO
Enter dependent #2 SSC
Enter dependent #2 date of birth
Relation to dependent
Upload Dependent #2 Social Security Card

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Enter Dependent #3 Full Name

First NameLast Name
CAN ANYONE ELSE CLAIM THIS DEPENDENT?

YESNO
Did Dependent Live with you for the full year?

YESNO
Enter Dependent #3 Social Security Number
Enter Dependent #3 Date of Birth
Relation to Dependent
Upload Dependent #3 Social Security Card

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DO YOU HAVE MORE DEPENDENTS TO UPLOAD? IF YES PLEASE EMAIL ALL REQUIRED INFO TO INFO@TAXREPUBLICUSA.COM*

YESNO
Signature*

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Upload W2 #1 SOME EMPLOYERS LOCK THERE W2'S PLEASE EMAIL IT TO ME DIRECTLY WWW.INFO@TAXREPUBLICUSA.COM SUBJECT BOX YOUR NAME.

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Upload W2 #2

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Upload W2 #3

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Additional Documents

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Additional Documents

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Additional Documents

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Additional Documents

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Additional Documents

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Additional Documents

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Date*

MonthDayYear
Date
Signature

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Business- Business Expenses

Schedule C/1099/1099k
EIN NUMBER REQUIRED
Enter the name of your business
Enter the nature of your business
Enter business address
Signature*

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What is your gross sales income for 2024?
Expenses

Enter your business expenses under each category. PLEASE NOTE WE WILL NEED PROOF
Advertising Expenses
Contract Labor Expenses
Insurance Expenses(do not include health insurance)
Mortgage Expenses
Legal & Professional Fees
Office Expense Fees
Rent/lease vehicle, equipment,& etc fees
Repairs & Maintenance Fees
Supplies Fees
Travel Fees
Meals & Entertainment fees
Utility Fees
Wages Fees
Cell Phone Fees
Uniform Fees
Business Miles Driven
Other Deductions
Please upload documents related to your business

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Please upload documents related to your business

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Please upload documents related to your business

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Please upload documents related to your business

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Please upload documents related to your business

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Date*

MonthDayYear
Date
Signature*

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Due Diligence Questionnaire Form Head of Household (HOH) & Earned Income Tax Credit (EITC) Intake Form
Head of Household
If you are claiming, head of household, what document will you be providing for verification.
Please upload documents that you have selected to verify head of house hold.

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Please answer, only if applicable. If your income level is at or below $13,000.00, & you have 2 or more children, how are you able to maintain the household. For example, I receive government benefits, as such as, section 8, or I am on housing, or other. Please indicate below.
If your address is different than the one thats on your government ID or driver's license, please indicate the reason why below.
Earned Income Tax Credit (EITC)
To be a qualifying child for the EITC, your child must be your:Son, daughter, stepchild, adopted child or foster childBrother, sister, half-brother, half-sister, stepsister or stepbrotherGrandchild, niece or nephew
Adopted Child Definition
An adopted child is a child who is lawfully placed with you for legal adoption.
Foster Child Definition
For the EITC, you can only claim a foster child that is placed with you by:A State or local government agencyAn Indian tribal governmentA tax-exempt organization licensed by a state or an Indian tribal government A court order
Are all of the children being claimed related to the taxpayer by birth or bloodline? If no, please identify which child is not related to you.
Please indicate why are you claiming this child that is not related to you. What are the circumstances that you have supported this child for at least 6 months of 2024. Please outline the support you have provided to the child. *
Please only answer, if applicable. If your last name is different than your dependents last names, that you are filing, what is the reason why. Please indicate the reason below.
Please upload document showing child lived with you for over half of the 2024 year. Examples include: utility bill, rental agreement, report card, medical bill or immunization records **the address must match the address on your return**

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Additional documents, if needed.

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Additional documents, if needed.

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If you are the father of the child & are claiming the child. Please indicate the reason why the child is living with you and not the mother. Please outline the support you have provided to the child.
Date*

MonthDayYear
Date
Signature*

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Intake Form Schedule C

The Preparer Will help With this section, if needed please call Bella
Please List Business Income. Please go into detail
Please list business expenses. Please go in detail.
Please Upload any document, if necessary.

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Date*

MonthDayYear
Date
Signature*

Clear
Resubmit

Don't forget to send legal documentation!
Don't forget to upload legal documentation!

Upload your documents (driver license, photo ID, social security card,W2, AND OR 1099)
File Upload

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Date*

MonthDayYear
Date
Signature*

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Contact Us

EMAIL:INFO@TAXREPUBLICUSA.COM, PHONE: 404.704.4342 WEBSITE:TAXREPUBLICUSA.COM PRICING: $550 PERSONAL $650 BUSINESS AND ANYTHING OVER 10K $1499 AMENDED RETURNS $350 ALL PRIOR YEARS PRICES ARE THE SAME ABOVE! AMENDED AND PRIOR YEARS HAS TO BE PAID UPFRONT BEFORE IM ABLE TO FILE. We also offer Notary services, Business consulting. Payments accepted: Refund advantage, cash, zelle, or cash app.
Should be Empty:

Welcome to the Tax Filing! We are looking forward to a great tax year!

Basic Info. Start Here!

Please enter spouse information if applicable

Please enter your dependent's information if applicable

Business- Business Expenses

Expenses

Due Diligence Questionnaire Form Head of Household (HOH) & Earned Income Tax Credit (EITC) Intake Form

Head of Household

Intake Form Schedule C

Resubmit

Don't forget to upload legal documentation!

Contact Us

Welcome to the Tax Filing! We are looking forward to a great tax year!

Basic Info. Start Here!

Please enter spouse information *if applicable*

Please enter your dependent's information *if applicable*

Business- Business Expenses

Expenses

Due Diligence Questionnaire Form Head of Household (HOH) & Earned Income Tax Credit (EITC) Intake Form

Head of Household

Intake Form Schedule C

Resubmit

Don't forget to upload legal documentation!

Contact Us

Please enter spouse information if applicable

Please enter your dependent's information if applicable