Due Diligence Filing Status Questionnaire

Due Diligence Filing Status Questionnaire
Who is your preparer?*
Client Name:*

First NameLast Name
Client Email:*
example@example.com
Filing Status Confirmation Notice
The filing status determined from your responses in this questionnaire will be used as the official filing status for your client intake form and the preparation of your tax return. By continuing, you confirm that this filing status accurately reflects your situation and authorize us to rely on it for intake, compliance, and filing purposes unless updated documentation is provided.
MARITAL STATUS

Note: IRS determines marital status as of December 31.
Single (Never Married)MarriedLegally Separated or DivorcedWidowed
SPOUSE DETAILS

IF THIS SECTION DOES NOT PERTAIN TO YOU PLEASE SELECT “N/A”
YesNoN/A
2.a. If you answered NO to the previous question, would you have proof of this if requested by the IRS? Explain in detail here:
YesNoN/A
3.a. If you answered YES to the previous question, would you have proof of this if requested by the IRS? Explain in detail here:
YesNoN/A
4.a. If you answered NO to the previous question, would you have proof of this if requested by the IRS? Explain in detail here:
YesNoN/A
5.a. If you answered NO to the previous question, would you have proof of this if requested by the IRS? Explain in detail here:
YesNoN/A
6.a. If you answered NO to the previous question, would you have proof of this if requested by the IRS? Explain in detail here:
DEPENDENTS & HOUSEHOLD

IF THIS SECTION DOES NOT PERTAIN TO YOU PLEASE SELECT “N/A”, “NO”, and do NOT select a dependent type!
YesNo
Biological childStepchildAdopted childFoster childParentOther relative
YesNo
YesNo
QUALIFYING PERSON TEST

IF THIS SECTION DOES NOT PERTAIN TO YOU PLEASE SELECT “N/A” Or “NO”
YesNo
YesNoNot applicable
YesNo
SPECIAL SITUATIONS

IF THIS SECTION DOES NOT PERTAIN TO YOU PLEASE SELECT “N/A” Or “NO”
YesNo
YesNoN/A
Based on your responses, your filing status appears to be:
System-Determined Filing Status is:
Filing Status-Logic Output
Internal Filing Status Due Diligence Notes
Acknowledgment of Filing Status Determination

I acknowledge that the filing status displayed above is based solely on the information I have provided in this questionnaire. I certify under penalty of perjury that all answers are true, complete, and accurate to the best of my knowledge.

I understand that filing status is subject to verification under IRS due-diligence requirements and that providing incorrect or misleading information may result in delays, penalties, denial of credits, amended returns, or rejection of my tax filing.

I further acknowledge that Helping Individuals Maximize (HIM Tax Pros) relies on my responses to comply with IRS regulations, including but not limited to due diligence obligations, and is not responsible for inaccuracies resulting from omitted or false information. If you are unsure of your results, reach out to your tax pro before submitting this form.
I have read and agree to the above acknowledgment
I understand that my filing status cannot be changed after submission without providing additional documentation and written explanation.
Client Signature:*

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WAIT BEFORE YOU SUBMIT! PLEASE READ THE QUESTION BELOW SO WE CAN BETTER ASSIST YOU!
YesNo
If you are, please enter what documents are missing here:
WAIT YOU ARE NOT FINISHED! AFTER YOU SUBMIT THIS FORM, YOU WILL BE RE-DIRECTED TO COMPLETE YOUR CLIENT INTAKE FORM! THIS NEXT STEP IS VERY IMPORTANT! PLEASE COMPLETE NEXT FORM!
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Due Diligence Filing Status Questionnaire

MARITAL STATUS

SPOUSE DETAILS

DEPENDENTS & HOUSEHOLD

QUALIFYING PERSON TEST

SPECIAL SITUATIONS