PERSONAL TAXES DONE RIGHT

PERSONAL TAXES DONE RIGHT

Complete this secure form so Northside Tax Services can prepare your personal tax return accurately and maximize your legal deductions. Your information is protected by SSL.
FILING STATUS

SingleHead of HouseholdMarried Filing JointMarried Filing SeparateQualifying Widower

TAXPAYER
Full Name (Legal Name as shown on Social Security Card)*

First NameLast Name
Social Security Number*
Tax Year You Are Submitting Information For (One Year Per Submission)
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Date of Birth

MonthDayYear
Date
Email Address
example@example.com
Occupation
Were you a student during the tax year being submitted with this form?

YesNo
Are you legally blind?

YesNo
Were you claimed as a dependent on someone else's taxes during the tax year being submitted with this form?

YesNo

Complete this page only if you chose Married Filing Joint as your Filing Status.
SPOUSE
Full Name (Legal Name as shown on Social Security Card)

First NameLast Name
Social Security Number
Tax Year You Are Submitting Information For (One Year Per Submission)
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Date of Birth

MonthDayYear
Date
Email Address
example@example.com
Occupation
Were you a student during the tax year being submitted with this form?

YesNo
Are you legally blind?

YesNo
Were you claimed as a dependent on someone else's taxes during the tax year being submitted with this form?

YesNo

DEPENDENTS

List each dependent you’re claiming.

	Full Name	Date of Birth	Social Security #	Relationship	# of Months Lived With You
1
2
3
4
5

INCOME DOCUMENTS
Please upload W2s

Cancelof
Please upload 1099s (NEC, MISC, INT, DIV, G)

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Other income (unemployment, rental properties, side jobs)

Cancelof

OTHER DOCUMENTS
Social Security cards, Birth certificate, Court-Ordered Custody Papers

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Childcare docs

Cancelof

DEDUCTIONS & CREDITS
CHILDCARE EXPENSES
Amount of Childcare Expenses for the Tax year
Childcare Receipt Upload

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EDUCATION EXPENSES
Amount of Education Expenses for the Tax Year
Education Expenses Upload (Tuition, Books, etc.)

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MORTGAGE INTEREST
Upload Form 1098

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PROPERTY TAXES
Upload Property Taxes Documentation

Cancelof
MEDICAL/DENTAL/INSURANCE
Amount of medical, dental, insurance expenses for the tax year
CHARITABLE CONTRIBUTIONS
Amount of charitable contributions for the tax year
OTHER DEDUCTIONS

Please list any deductions (what it was and the amount) you feel should be included that have not been covered already.
Type a question

HEALTH INSURANCE
Did you, your spouse, and dependents have health insurance for the full year?

YesNo
If you didn't all have coverage for the entire year, please note for each person which months were covered and the source of the coverage (Employer, Marketplace, Medicare, Medicaid)
Taxpayer - 
Spouse - 
Dependent #1 - 
Dependent #2 - 
Dependent #3 - 
Dependent #4 - 
Dependent #5 -

A FEW MORE QUESTIONS
Did you buy or sell a home during the tax year being submitted?

YesNo
Did you receive unemployment benefits during the tax year being submitted?

YesNo
Any Cryptocurrency transactions during the tax year being submitted?

YesNo
Would you like your refund via direct deposit?

YesNo
If you would like your refund via direct deposit, please provide your Bank Name, Routing #, and Account #.
Bank Name: 
Routing #: 
Account #:
Checking or Savings?:

CERTIFICATION AND AUTHORIZATION
I certify that the information I have provided is complete and accurate to the best of my knowledge. I understand that Northside Tax Services will use this information solely for the purpose of preparing and electronically filing my federal and state income tax returns.

I authorize Northside Tax Services and its preparers to review, organize, and securely store my documents as needed to complete my return, and to communicate with me regarding any questions or additional information required. I understand that my personal data (including Social Security numbers and banking information) will be protected using industry-standard encryption and confidentiality practices. I agree to hold harmless Northside Tax Services in the event of a breach.

By signing below, I consent to the preparation and electronic filing of my income tax return(s) by Northside Tax Services. I also acknowledge that I am responsible for the accuracy of the information provided, and I agree to promptly review my completed return before submission. If filing a joint return, I have submitted my spouses's information with their permission.
Signature

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