2025 Returning Client Questions-Gather Information for Your Tax Returns
IMPORTANT-PLEASE CHECK ANY APPLICABLE BOXES IN THE "MARK ALL THAT APPLY" SECTION TO LOAD ALL APPLICABLE QUESTIONS AND BE SURE YOU SCROLL TO THE END AND CLICK ON "SUBMIT"
Name
*
First Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is your banking the same as on last year's return? If not, or if you simply want to use a different account, please contact me to provide updated banking information securely. (PLEASE NOTE: the IRS is no longer mailing refund check or accepting payments by mail)
*
Yes
No
Note: The IRS is no longer mailing refunds, please plan to use a secure method to provide banking details to preparer (upload or in person only, please do not text or email sensitive information).
Did you get a new driver's license in the past year?
*
Yes (You will need to provide your new issue and expiration dates to your preparer)
NO
What is your marital status?
*
Single
Married
Head of Household (only for those who are unmarried wtih at least one dependent)
Were there any change in dependents to claim on your returns last year? Please notify preparer. (You must provide name, date of birth, social security number. This information should be brought to your appointment or uploaded securely through your client portal, let me know if you need a link to upload).
Yes
No
Did you have any accounts in another country?
*
Yes
No
At any time during 2025, did you receive (as a reward, award or payment) or sell, exchange, give or otherwise dispose of a digital asset (or any financial interest in a digital asset) examples: bitcoin, NFT's, etc.?
*
Yes (You will need to log onto the investment platform to access any tax forms (1099-B) they provided for tax year 2025 to ensure return preparation information is complete and accurate.)
No
At any time last year, did you receive funds for personal or business purposes through a third party payment processor (Paypal, Venmo, Square, Cash App, or any similar payment processing platform)?
*
Yes (If "yes" you will need to log onto the payment platform to access any tax forms (1099-K) they provided for tax year 2025 to ensure accurate return preparation information is available.)
No
Did you or anyone in your household have coverage through the healthcare marketplace? (You must have form 1095-A from the marketplace login for this if yes you can login at www.healthcare.gov)
Yes
No
Mark any of the following expenses you paid last year
Property Taxes
Rent (Must provide landlord name and address to claim)
Car Loan Interest on a new personal passenger vehicle assembled in the US (VIN number and amount of interest and any tax form received from lender required)
Childcare Costs (Daycare provider statement required)
College Expenses (Tuition, books, etc) (1098-T required)
Student Loan Interest
Energy Efficient Home Improvements (receipts for the cost and certificates from manufacturer with details of qualified equipment)
Electric Vehicle (you may qualify for a credit on your return if purchased prior to 10/1/25, go to https://www.irs.gov/credits-deductions/credits-for-new-electric-vehicles-purchased-in-2022-or- to learn more
Mark any of the following income items you may have earned last year:
Unemployment Income (1099-G form is required, can be downloaded from your online unemployment login at www.uplink.in.gov/css)
Overtime Earnings
Tip Income
Please CHECK ALL THAT APPLY and answer related questions.
(Applicable questions will appear below once boxes are checked)
Questions For All Credits
General questions that apply to all credits on tax returns.
Have you ever had a credit disallowed or reduced in a prior year? (If you haven't received an IRS communication about this, you can select "No" below.)
Yes (Mark yes only if you have received notification from the IRS of this, if you have ot received notification, please mark "no" below)
No
Were you (and your spouse, if applicable) a US citizen, US National or resident alien all year?
Yes
No
Did you (and your spouse if applicable) live in the US all year?
Yes
No (enter the number of months you lived together below, if no)
If "No" above, how many months did you live in US?
Did you (or your spouse, if applicable) have income from outside the US?
Yes
No
Claiming Dependents/Head of Household Questions
Determines which types of dependent credits can be claimed on your returns.
Are/were you separated from your spouse (if no spouse please mark "no" below)?
Yes
No
If "yes", did you live with your spouse at any time during the last six months of the year?
Yes
No
Did your child(ren), stepchild(ren) or foster child(ren) live with you during the tax year?
Yes
No
Please list the child(ren)'s names and schools attended below (can list "none" as school if not attending):
Do you have school, daycare or medical records for each child as evidence of attendance from your address? These documents must show the parent's name, child's name and address. IRS MAY REQUEST COPIES OF THESE DOCUMENTS. WITHOUT THESE DOCUMENTS YOU AND PREPARER MAY BE SUBJECT TO PENALTY. Please provide a copy to your preparer.
Yes (Please provide a copy to preparer)
No
Is any child listed on your return married and filing a joint tax return with their spouse?
Yes
No
Did you (and spouse, if applicable) pay more than half of the cost of maintaining your home for you and your qualifying dependent?
Yes
No
Is your (and your spouse, if applicable) income sufficient to support yourself and your family?
Yes
No
Did any dependent on your tax return make more than $5,050 during the tax year?
Yes
No
Did anyone living with you (aside from a spouse) help pay living expenses including toiletries, groceries, clothing, rent, utilities, insurance, property taxes?
Yes
No
Did anyone in your household (aside from your spouse) have more income than you?
Yes
No
If anyone in household had more income, what was their relationship to you?
Did anyone not listed on your tax return live with you during the tax year?
Yes
No
If someone not listed on the return lived with you, list their name, relationship to you and how long they lived with you below:
Did any adult (other than your spouse when applicable) live in the same household as the dependent or child(rent) during the tax year?
Yes
No
If any adult (other than your spouse when applicable) lived in the same household as the dependent, please list who and their relationship to you and your dependent.
Did anyone on your tax return live with you for less than six months?
Yes
No
If anyone lived with you for less than six months, please list who below:
Higher Education Credits
Determines eligibility for Education credits.
If someone attended college during the year, did they receive a 1098T? (a copy of the tax form 1098T is required and can usually be printed off the student's school portal under "tax forms").
Yes
No
Were they pursuing a degree or credential?
Yes
No
Were they enrolled at least half time?
Yes
No
Did they have a bachelor's degree before this tax year?
Yes
No
Have they claimed the American Opportunity or Hope tax credits in four previous tax years?
Yes
No
Have they been convicted of a drug felony?
Yes
No
Do you have receipts or financial records for qualifying expenses? (Not required for tax preparation, but you should keep a copy with your files in case the IRS requests them in the future).
Yes
No
Self Employed Income (Including 1099-NEC or 1099-MISC)
Determines eligibility for business credits.
How long have you been in business?
Enter a brief description of your business below:
Where do you conduct your business?
What services do you provide?
Approximately how many clients do you have?
How often do you provide service for each?
What type of items do you need to operate?
How often are they replenished?
Do you travel for business?
Yes
No
How do you keep track of mileage?
Where and when do you travel for business?
What evidence do you have to support your business?
Business cards
Business stationery
Receipts/receipt books
Business license(s)
Do you have a separate bank account?
Yes
No
If no separate bank account, how do you track business activity?
Indicate which of the following you have:
Accounting records
Paid invoices/receipts
Log books
Computer records
Mileage log
Car/truck expense receipts
Ledgers
Business bank statements
Indicate which type of business returns you have filed:
Sales tax
Payroll tax
Did you file 1099's for subcontractors or individuals you paid more than $600 total for the year for goods or services?
Yes
No
Earned Income Tax Credit
Determines eligibility for Earned Income Tax Credit
Do you have a valid social security number that was issued on or before the due date of your tax return (including extensions)?
Yes
No
Are you filing Form 2555, Foreign Earned Income?
Yes
No
Will someone else claim you as a dependent or qualifying child for the EITC on their tax return?
Yes
No
Please select the range that describes your age at the end of last year?
24 and under
Between 25 and 64
65 and older
Do you know the filing status you will use when filing your taxes?
Yes
No
Please select your filing status
Single
Head of Household
Qualifying Surviving Spouse
Married Filing Jointly
Married Filing Separately
Select the number of children or other relatives you might claim for the EITC
None
1
2
3
4
5 or more
Submit Responses to Finish Questionnaires
Should be Empty: