D&G Enterprise 2025 Client Tax Return Questionnaire Intake Form

2025

Tax Return Questionnaire

Please let us know who you would like to prepare your taxes?

Rows
Who referred you?
Tax Preparer name.
Are you a returning or new client?

Taxpayer Information
Marital Status
Taxpayer Name

First NameLast Name
Spouse Name

First NameLast Name
Taxpayer Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Taxpayer Social
Spouse Social
Taxpayer Date of Birth

MonthDayYear
Date
Spouse Date of Birth

MonthDayYear
Date
Taxpayer Occupation
Taxpayer Email
example@example.com
Spouse Email Address
example@example.com
Taxpayer Phone Number
Format: (000) 000-0000.
Spouse Phone Number
Format: (000) 000-0000.
Spouse Occupation
Can you be claimed as a dependent on someone else's return

Dependent Information / N/A if no dependents

Rows	Dependent Name	Date of Birth	Social Security Number	Dependent Gender
Dependent 1
Dependent 2
Dependent 3
N/A

Dependent relationship to taxpayer
Upload SOCIALS FOR TAXPAYER/SPOUSE OR DEPENDENTS. Please no picture of yourself or paper document that isn't an actual SSC in this section

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Do you have childcare for child/ children under 12?
Number of children receiving childcare?
Childcare Documents for child/children or adult care.

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What's the last year you filed a tax return?
2025 Check stub(s) for Estimate, 2025 W2 Wages, 1099 NEC, 1099, Misc, 1099 G Unemployment, 1099's Retirement etc.

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Any Business Income & Expenses (Sole Proprietorship, LLC)
Business name
Employer ID number (EIN#) if non enter 0
Description of work done in home /office if non put n/a
Estimated annual business revenue if any if non enter 0
If within 3 years of non-filing, would you like to file those prior year's tax returns?
Upload previous 2022,2023 or 2024 W2 Wages, 1099's Retirement etc. If you haven't filed.

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Were you, your spouse, or any dependent registered in college? Do you have a form 1098T?
Upload College Document

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Do you own a home?
Morgage Documents

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HEALTH INSURANCE COVERAGE:
Did you receive any healthcare insurance coverage through marketplace (AMBETTER OR OSCAR)? IF SO, PLEASE UPLOAD YOUR FORM 1095A
Please upload 1095A

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Does the taxpayer, spouse or dependent(s) have an IRS Identity Pin #?
Identity Pin Number if none enter 0
To retrieve your pin# follow instructions below If so please write below.

1. https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin. Click this link

2. Click the BLUE BOX THAT SAYS GET AN IP PIN

3.CLICK THE GREEN BOX THAT SAYS SIGN IN WITH ID.me

4. If you already have a id me account log in with/ if you don’t have an account please creat an account and follow the steps..

5. Once you have done it and created the account it will take you back to the IRS WEBSITE AND IT WILL GIVE YOU THE IP PIN
Please do not skip this part its very important.

I need user and password please. This is to ensure all income is filed and if you have marketplace insurance unknowingly it can be filed with your return, if not your return will either reject or hold your return up longer than the normal processing time. I am trying to prevent any hold ups by having all your correct information. I can't access your account until you send me a 6-digit code. If you don't have one, please go to irs.gov/individuals/get-transcript and make an account.
Do you have an ID Me Account?
User
Password
Do you owe the IRS any back taxes?
Amount of balance owed to the IRS (IF THIS DOESN'T APPLY PUT 0)
Do you owe any state taxes?
Amount of balance owed to the State(IF THIS DOESN'T APPLY PUT 0)
Do you owe any child support?
Amount of balance owed to child support (IF THIS DOESN'T APPLY PUT 0)
Do you owe any student loans?
Amount of balance owed for student loans (IF THIS DOESN'T APPLY PUT 0)
Would you like your tax refund (if any) deposited directly into your bank
Bank Name
Bank Routing Number
Your Account Number
IDENTIFICATION UPLOAD BELOW
TAXPAYER DRIVERS LICENSE/ID
Taxpayer Selfie
SPOUSE
Spouse Selfie

2025

Tax Return Questionnaire

Taxpayer Information

HEALTH INSURANCE COVERAGE: