Girl Boss Tax Information Form

Income Tax Information Form

Thank you for chosing me to service you this tax season. I look forward to educating you and helping you get the maximum refund back.

Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
What is your filing status?
Taypayer Occupation
Upload Taypayer Identification Card or Drivers License

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Upload Taypayer SSC

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Are you a full time student?
Upload 1098-T form below

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Are you filing taxes with your spouse?
Spouse Information

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com

Type a question

Rows	NAME	Date of Birth	Relationship
1
2
3
4

If yes, please list deductions or credits claimed
How many month out of this past year did your dependent (s) live in the home with you?
Upload Dependent (s) social security cards below

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Upload Dependent (s) birth certificate below

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Did you, your spouse and or your dependents have health insurance within 12 months last year? Who was the coverage through?

Rows	Employer	Exchange/Marketplace	Medicare	Medicaid?
Taypayer
Spouse
Dependent 1
Dependent 2
Dependent 3

- I confirmed that all information I entered here is accurate and true.
- I allow my preparer to capture my sensitive data like personal id, government id, and other information.
- I understand that my preparer will prepare my return solely based off the information I've given.
  I agree to pay my tax preparer an hourly rate of $75 via invoice in the event I terminate the engagement prior to my returns being completed.
  I have read the terms and conditions and privacy policy of my preparer.
- I agree to pay my tax preparer the fee upfront in the case that I may owe taxes.
  By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Taxpayer
Spouse if applicable
Should be Empty: