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- Are you self-employed? [*All Self Employed Individuals MUST also complete the Business Income & Expense Organizer]
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- Taxpayer Date of Birth*(required)*
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Format: (000) 000-0000.
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- Do you have a copy of your prior year (2024) tax return?*
- Filing Status*
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- Can another taxpayer claim you as a dependent on their tax return?
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- Did you work in 2025?
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- Did you drive for Uber, Lyft, UberEats, InstaCart, etc. in 2025?
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- Did you pay half the expenses of maintaining your residence for the entire year?
- Will you be filing a tax return with your Spouse?
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- Spouse Date of Birth
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Format: (000) 000-0000.
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- Were you issued an Identity Protection PIN(IP PIN) by the IRS
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- Can another taxpayer claim you as a dependent on their tax return?
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- Did the Spouse work in 2025?
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- Did your spouse drive for Uber, Lyft, UberEats, InstaCart, etc. in 2025?
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- Did you and your spouse live apart during the year?
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- How many dependents will you claim on your 2025 tax return?
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- Dependent (1) Date of Birth
- Is Dependent (1) your biological child?
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- Was Dependent (1) claimed on your tax return last year?
- Can anyone else claim dependent (1) on their tax return?
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- Dependent (2) Date of Birth
- Is Dependent (2) your biological child?
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- Was Dependent (2) claimed on your tax return last year?
- Can anyone else claim dependent (2) on their tax return?
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- Dependent (3) Date of Birth
- Is Dependent (3) your biological child?
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- Was Dependent (3) claimed on your tax return last year?
- Can anyone else claim dependent (3) on their tax return?
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- Did you pay any child care expenses for any dependents listed above?
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- Did you, your spouse or any dependents attend college in 2025?
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- Did the student attend college at least half time?
- Did you, your spouse or dependents receive health insurance through the Marketplace in 2025 and receive Form 1095-A?
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- Did you or your spouse withdraw money from their 401k in 2025?
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- Did you or your spouse receive unemployment benefits in 2025?
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- If you own your home, have you received form 1098 from your mortgage lender?
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- Did you or your spouse make payments on your student loans in 2025?
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- Did you or your spouse pay any medical or dental expenses in 2025? (This does not include insurance premiums)
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- Do you and your spouse understand and agree to the fees for Saks Tax Solutions preparing your Federal/State income tax return?*
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- Todays Date*
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- Should be Empty: