TAXXRIGHT TAXES Client Questionnaire

  • Client Onboarding Questionnaire

    TAXXRIGHT TAX SERVICES
  • Date of Birth*
     - -
  • Format: 000-00-0000.
  • Format: (000) 000-0000.
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  • Dependency Status

  • Date of Birth
     - -
  • Format: 000-00-0000.
  • Date of Birth
     - -
  • Format: 000-00-0000.
  • Date of Birth
     - -
  • Format: 000-00-0000.
  • Date of Birth
     - -
  • Format: 000-00-0000.
  • Can any of the dependents listed on this form be claimed on another person's individual tax return?
  • Did you provide more than half or all of the support for the dependents listed on this form?
  • Did you provide more than half or all of the support for the household?
  • Did you pay out of pocket for childcare during the year for any of the dependents listed on this form?

  • Income

    Upload W2, 1099 or Proof of Self Employment
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  • Do you have any self employment income?*
  • If yes, did you have any expenses this year?*
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  • Additional Questions

  • Are you or have you ever been married?
  • Did you attend college this year?*
  • Did you receive a 1098-T form?*
  • Did you purchase a home this year?*
  • Were you affected by a natural disaster this year?*
  • Did you contribute to a retirement plan through your employer this tax year? (Most common types of retirement plans offered through your employer is a 401K or an IRA)*
  • Did you receive any distributions from a 401K or IRA this tax year? *
  • Did you receive any gambling winnings this year?*
  • Did you receive any unemployment wages or workers' compensation this year?*
  • Did you have a healthcare plan through the marketplace anytime this year? If so, did you receive a 1095A form?*

  • ******DISCLAIMER******

    In most cases, the IRS typically receives and processes true and accurate tax returns within 21 days of acknowledgement. If it has been more than 21 days, and you have not received any correspondance in the mail you may need to contact the IRS as they are the only ones that will issue funds.

    The PATH ACT requires families that are claiming certain credits to wait until mid to late February before the IRS starts to process returns claiming those credits.  

    IRS toll free: 844-545-5640 Monday-Friday 7am-7pm EST

     

    In some cases, the IRS may require you to verify your identity and tax return before issuing a refund. The IRS sends out verification letters that will include a 16-digit Letter ID number that is required to verify the return. If you do not verify it, it will not be processed or paid out. This helps protects consumers from identity theft and fraud. The steps for verification are very simple to complete but if done incorrectly could delay the processing of the refund. If you have to verify your identity reach out to your preparer to help ensure this is done properly and does not delay the processing of the return. 

    If state return is required, state returns are streamlined through the bank product also and if paid out before the federal refund the state refund could be used to pay any tax preparation fees and advances owed at that time. If this is done you will receive a higher deposit on your federal refund. If the state amount is more than the tax fee you will receive the difference with the funding method you selected. If the state refund amount is not enough to satisfy the tax preparation fee the full state will be taken and the remaining balance will come out of the federal. You will only be charged once for both state and federal preparation. 

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