Collective Individual Tax Questionnaire

Additional Questions
Did you gift more than $16,000 to another individual in during the year?*

YesNo
Did you or anyone in your household receive a six-digit identity protection PIN (IP PIN) from the IRS for tax year for which you are submitting this questionnaire? These are mailed out by the IRS to certain individuals and we will need a copy in order to e-file your return. Please provide with your documentation that you upload, if applicable.*

YesNo
If you are due a refund please confirm if you would like your refund directly deposited to your bank account?*

Yes, I'd like direct depositNo, I'm fine with a paper check
Please enter your Direct Deposit info below
Reminder, this information will only be used for refunds, not to pay a balance due.

Bank Name:   Bank Name
Routing #:   Routing Number
Account # :   Account #
Re-Enter account# :   Account #
Type of Account:
List any other questions or other concerns you want to bring to our attention related to the tax year of this questionnaire:
Don't forget you can choose to upload your tax docs right after completing this questionnaire and/or you can submit them later to the upload link located in our email signatures.

Sign & Submit
Completing this questionnaire is the first step in initiating the preparation of your income tax return. Upon signing and submitting this form, you will be redirected to an area where you can securely upload your tax documents to us. Collective can not commence with preparing your return(s) for the current tax year until you have uploaded all necessary supporting documentation, signed your tax preparation engagement letter, and provided a method of payment to us (NOTE: you will not be charged for anything until after we have prepared your return). Failure to perform all of these steps may lead to potential delays or inaccuracies. Should any corrections or amendments be necessary after e-filing your return(s) due to errors or omissions of information, additional fees outside the scope of preparing the original return(s) may result. Please acknowledge your understanding by signing below before you submit this tax questionnaire. *

Clear
After you select SUBMIT you will be redirected to a secure upload page where you can upload all your tax documentation.
Should be Empty:

Individual Tax Questionnaire