Tax Credits Due Diligence Questionnaire

Tax Credits Due Diligence Questionnaire

Please complete this questionnaire to the best of your knowledge.
Select your Tax Preparer
Company Information
Company Name
Industry
Company Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Contact Person's Name

First NameLast Name
Contact Person's Title
Contact Person's Email
example@example.com
Contact Person's Phone
Please enter a valid phone number.
Type of Business Entity

CorporationPartnershipSole ProprietorshipLLCOther
Date of Incorporation/Formation

MonthDayYear
Date
Tax Credit Information
Has the company claimed tax credits before?

YesNo
If yes, please specify the types of tax credits claimed
Is the company eligible for tax credits?

YesNoNot Sure
Documentation and Evidence
Please provide any documentation or evidence to support the tax credit claims.

Receipts Invoices Payroll Records
Cancelof
Please describe the company's activities that may qualify for tax credits
Additional Comments
Certification and Authorization
By signing and submitting this questionnaire, I certify that the information provided is accurate and complete to the best of my knowledge. I authorize the company to verify the details and process the tax credits accordingly.
Date

MonthDayYear
Date
Signature

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Company Information