Schedule C / Self-Employed Intake Form

Schedule C / Self-Employed Intake Form — Tyler Tax Solutions
Name

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

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth

MonthDayYear
Date
Social Security Number
Email
example@example.com
Upload Your VALID Photo ID

Upload a clear image or scan of your photo ID
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Do you have any dependents?
Dependent Information (If you have dependents, please list each dependent's information below.4 List one dependent per line.
Number
Did you pay for child care?
Child Care Provider Name
Child Care Provider EIN
Child Care Provider Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Upload Child Care Receipts

Upload the corresponding receipts
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Total Gross Income for the Year
Upload Accounting Records (optional)

Upload spreadsheets, invoices, and other accounting records
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Cash Income Collected
Upload 1099-NEC Forms

Upload all your 1099-NEC forms
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Did you pay student loan interest?
Upload Form 1098-E

Optional upload of Form 1098-E
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Did you have Marketplace/Obamacare insurance in this tax year?
Upload Form 1095-A

Upload your Form 1095-A
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Any donations?
List your donations (cash/non-cash):
Bank Name
Routing Number
Account Number
Account Type
Business Name (if any)
Type of Business (example: hair, trucking, nails, cleaning, etc.)
Do you operate under an LLC?
EIN (if applicable)
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
When did this business start operating?

MonthDayYear
Date
Cell phone % used for business
Internet % used for business
Meals
Other expenses
Upload receipts, invoices, bank statements, or proof of expenses

Upload all relevant expense documents
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Would you like to apply for a pre-acknowledgement refund advance
Please select the refund advance amount you are interested in applying for:
I agree to Tyler Tax Solutions’ tax preparation fees.
I confirm the information provided is true to the best of my knowledge.
Date

MonthDayYear
Date
Electronic Signature
Should be Empty:

Schedule C / Self-Employed Intake Form — Tyler Tax Solutions