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  • TAX ORGANIZER - INTAKE FORM



  • YOUXCEL FINANCIAL AND CONSULTING LLC

    TAX YEAR 2023

    Office: 973-494-8695 -973-559-3435

  • CUSTOMER INFORMATION

  • Are you a NEW Client?*
  • If you are a NEW customer, do you have a copy of your tax return from the previous year (2022)? Probably later we will ask you for a copy of your previous tax return.
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Marital Status*
  • Will you be claimed as a dependent on someone else's taxes?*
  • Did the Taxpayer work in 2023?*
  • Were you previously issued an Identity Protection PIN (IP PIN) by the IRS? (This is not Common. It helps the IRS verify your identity when you file your electronic or paper tax return, specially if you were a victim of identity theft)*
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  • SPOUSE INFORMATION (If applicable)

  • Will you file a tax return with your spouse?
  • Format: (000) 000-0000.
  • Will you be claimed as a dependent on someone else's taxes?
  • Did the spouse work in 2023?
  • Was your (spouse) previously issued an Identity Protection PIN (IP PIN) by the IRS? (Not Common)
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    Choose a file
    Cancelof

  • Continuation questions (Taxpayer)

  • If married, did you live apart from your spouse during the last 6 months?

  • Dependents

    • Number of months lived with you (Example: child 12 months)
    • Indicate if you are disabled  .
    • University student.
    • Date of birth
    • Number of months lived with you and relationship (Example: child 12 months) .
    • Indicate if you are disabled  .
    • University student.
    • Date of birth
    • Number of months lived with you and relationship (Example: child 12 months) .
    • Indicate if you are disabled  .
    • University student.
    • Date of birth

  • Attach the identification of your children or dependents (Birth Certificate, SS, Report of school grades, passport, health insurance card) any other document that applies using the provided Dropbox link at the end of questionnaire. (New Clients)

  • If you have more than 3 children or dependents write their information below: .

  • Did any of your dependents work during the year?
  • Will/can any of your dependent be claimed on someone else's taxes?
  • Have you ever been disallowed/reduced for Earned Income Tax Credit (EITC), Child Tax Credit/Additional Child Tax Credit (CTC/ACTC), Credit for Other Dependents, American Opportunity Tax Credit?

  • INCOME (TAXPAYER AND SPOUSE IF IT APPLIES)

  •  

    INDICATE YES OR NO TO THE FOLLOWING QUESTIONS 

  • Did you receive salary in the form of W2.*
  • Did you or your spouse receive unemployment benefits in 2023?*
  • Did you or your spouse receive Social Security benefits in 2023? Form SSA-1099*
  • Did you or your spouse receive/liquidated pension, annuity, IRA, retirement fund in 2023? Form 1099-R*
  • Did you or your spouse receive Interest on savings account or dividends 1099 INT, 1099 DIV in 2023?*
  • Did you or your spouse win the lottery in 2023? Form W-2G*
  • Did you or your spouse receive any disability payment (Disability) this year?*
  • Did you or your spouse receive foreign income or paid some foreign tax?*
  • Did you have any interest (sale, purchase, exchange) or investment in virtual currency as (Bitcoin, Litecoin etc.) or digital asset?*
  • Did you or your spouse receive income as independent workers forms 1099-NEC or 1099 MISC? If the answer is YES and is part of a business (send your income and expense report)*

  • Expenses

  • DID YOU MAKE ANY OF THE FOLLOWING PAYMENTS?

    Write the amounts you paid last year for these expenses
  • Did you or your spouse received a 1098T form (student) for attending a university/ educational entity?

  • HEALTH INSURANCE

  • Do you and all your family members have health insurance during the whole year?*
  • Did you have insurance through Market place? Form 1095A. If you have a 1095A form attach it to the documents using the link at the end of the questionnaire to submit documents*
  • Are you a business owner? If you are a business owner or self-employed you will have to fill out additional forms to get your business information.*
  • Are you a homeowner or rent?*
  • Date*
     - -

  • CONSENT TO USE OF TAX RETURN INFORMATION

  • DOCUMENTS

    (To send the documents use the link at the bottom it will take you to another page to upload your documents then come back and finish the form)

    Attach documents showing your and/or your spouse's income for the year as an employee or worker form W2, 1099MIS, 1099NEC. (Taxpayer and spouse if applicable).

    Attach any other documents that show your income for the year (if applicable) Example (1099NEC, 1099MISC, 1099-R, 1099-INT, 1099-DIV, 1099-B, 1099-S or any other tax forms that apply to your situation). If you are self-employed (Schedule C) we need your earnings/income and loss/expense information. If I won money in the lottery, please attach form W-2G.

    Attach Form 1099-G received for Unemployment Benefits (Taxpayer and Spouse if applicable)

    Attach Form SSA-1099 received for Social Security Benefits (Taxpayer and spouse if applicable)

    Attach form 1098-T (Student) if applicable, and other forms indicating property tax payments/expenses, childcare expenses, donations, and any other expenses or deductions you want to include on your tax return

    LINK TO SEND YOUR DOCUMENTS https://www.dropbox.com/request/DmSVurVAbdMLRbR6Auye

     

    For new clients also sent:

    Taxpayers Social Security Cards

    All Dependents Social Security Cards

    Healthcare Card for Taxpayer/Dependents

     

     

     

  • Date*
     - -
  • Should be Empty: