Collective Individual Tax Questionnaire

2024 Individual Tax Questionnaire
Who's ready for some taxes?! Glad you are here!

A quick note before you begin - Because we value protecting your sensitive information, this form is encrypted and will need to be completed in one sitting. Unfortunately you cannot save your progress and come back to it later.

Don't worry, just answer the questions to the best of your ability and we will follow up for additional info, if needed.

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:
You can upload your tax docs to the upload link located in our email signatures or in the Collective Portal under Client Upload--both go to the same spot.

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
Should be Empty:

2024 Individual Tax Questionnaire