• Sweet Savings Financial Taxpayer Interview

    Please have your direct deposit information available before beginning. This interview helps us gather the necessary information to prepare your tax return accurately and efficiently. Completing this form on your own and in full will significantly speed up the filing process and reduce the need for follow-up questions. Your responses allow us to better understand your tax situation and ensure your return is prepared correctly from the start.
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  • Sweet Savings Financial Taxpayer Interview

  • Todays Date:*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Tax Year you are filing:*
  • Would you like us to maximize your return? This means that in addition to this form, further consultation could be needed to verify which additional credits or deductions you qualify for to assist you with getting the MAX amount back for your tax situation?*
  • Will this be an amended return? (Do not complete this form for an amendment unless advised to do so)*
  • What type of Income are you filing?*
  • What is your potential filing status?*
  • Primary Date of Birth: (Please choose the correct year)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Were you legally married on the last day of the tax year you are filing?:*
  • Spouses birthdate(type n/a, if non applicable)*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Do you and your spouse reside at same residence address?*
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  • Sweet Savings Financial Taxpayer Interview

  • Do you currently own or rent at your residence?*
  • Can you or your spouse be claimed as a dependent on another persons tax return?*
  • Did you, your spouse or anyone else on this return receive unemployment for the tax year you are filing?*
  • Has the IRS ever banned you or your spouse from receiving tax credits? Such as earned income credit, child tax credit, head of household, or college credits? If you are required to file form 8862(Information to Claim Certain Credits After Disallowance) by the IRS then you must pay your tax preparation fee in full before your tax return will be transmitted to the IRS.*
  • Do you or your spouse owe child support? You may call the treasury offset automated line if you are unsure 800-304-3107.*
  • Do you or your spouse owe unemployment? You may call the treasury offset automated line if you are unsure 800-304-3107.*
  • Do you or your spouse owe student loans? You may call the treasury offset automated line if you are unsure 800-304-3107.question*
  • Do you or your spouse owe any state? You may call the treasury offset automated line if you are unsure 800-304-3107.*
  • Do you or your spouse owe the IRS? You may call the IRS directly if you are unsure 1-800-829-1040 or login to the IRS website view your "account balance". Your tax preparer may request a screenshot of your IRS "account balance to be uploaded to the TaxestoGo app.*
  • Will you be purchasing a home this year?*
  • Did you sell a home last year?*
  • Was any debt forgiven on a home you owned in the past due to foreclosure, repossession, abandonment or loan modification?*
  • Is ANYONE on this return disabled or blind?*
  • Did anyone on this return receive Social Security benefits?*
  • Were you paid any overtime working hours?*
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  • Sweet Savings Financial Taxpayer Interview

  • Please select the expenses you incurred during the tax year you are filing: CHECK ALL THAT APPLY (NO RECEIPTS NEEDED)

  • Expenses*
  • Did you buy, sell, or trade stocks, cryptocurrency, or other investments on any platform (e.g., Robinhood, Cash App, Coinbase) during the tax year?*
  • Did you work as a household employee in someone's private home? (Nanny,Caregiver, Groundskeeper,Gardner etc.)*
  • Did you, your spouse or any other dependents receive an IP PIN (Identity Protection Pin Letter from the IRS this year?*

  • Your tax preparer will request a copy of screenshot of your IP PIN (Identity Protection Pin Letter from the IRS this year. We do not accept applications without proof of the IPPIN, if you were issued one.Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

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  • Sweet Savings Financial Taxpayer Interview

  • Did you or anyone on this return receive form 1095-A? Also known as MarketPlace Health Insurance?*

  • TYPE YOUR INITIALS IN THE BOX BELOW: Returns rejected due to missing 1095-A document will incur an additional resubmission fee to cover the cost of correcting,resubmitting and resolving the rejection with the IRS) Please make sure you provide this document so that it is included in your initial submission.

  • Are you required to repay all of the advance premium tax credit received? In most cases, the answer is NO. ONLY answer YES if you were NOT considered lawfully present in the U.S. or you meet the Health Coverage Tax Credit criteria.*

  • Your tax preparer must have all copies of your 1095-A (insurance) or you may provide the written numbers for EVERYONE listed on this tax return. Lost form? Follow the instructions provided by your preparer. Upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.

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  • Sweet Savings Financial Taxpayer Interview

  • Did you or anyone on this return attend college or trade school for the tax year you are filing?*
  • Do you have any additional tax forms you need to file? Your tax preparer must have all additional tax forms for EVERYONE listed on this tax return. For your convenience you may upload the document to our TaxesToGoApp or email it to your tax preparer. NO DOCUMENTS WILL BE ACCEPTED VIA TEXT AS THE QUALITY IS NOT READABLE ONCE TRANSFERRED TO OUR SECURE PORTAL FROM TEXT.*
  • Will you need any of the following bank products? (choose all that apply) All bank products must go through an approval process and will require written authorization for 7216 bank consent to disclosure of tax return information*
  • *POPULAR ADD ON* Would you like to add Audit Protection on this tax return for the next 3 years? This ensures you'll have professional support and representation in case the IRS contacts you about your return, saving you time, stress, and potential penalties. There is an additional fee for this service but it is conveniently deducted from your refund after the IRS releases it, so nothing up front today. Cost is $72*
  • Would you like to add an alert for everyone's SSN on this return? This includes $1 million in identity theft protection for 12 months. You'll get notified right away if anyone attempts to use you or your dependents' information, and if identity theft happens, the agency handles all the paperwork on your behalf. There is an additional fee for this service but it is conveniently deducted from your refund after the IRS releases it, so nothing up front today. Cost is $59.95 and covers everyone.*
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  • Sweet Savings Financial Taxpayer Interview

  • Are you filing as head of household?*
  • Do YOU personally pay 51% or more of your household living expenses?*
  • Do you have dependents to claim in which you provide more than 51% of the living expenses for AND that have lived with you for more than 6 months?*
  • How many dependents will you be claiming?*
  • We're any of your dependents legally married on the last day of the year?*
  • Did any of your dependents make over $5,200 for the tax year you are filing?*
  • Birthdate*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Birthdate
     - -
    2 digit month, 2 digit day, 4 digit year
  • Birthdate
     - -
    2 digit month, 2 digit day, 4 digit year
  • Birthdate
     - -
    2 digit month, 2 digit day, 4 digit year
  • Do you pay more than 51% of the above dependents living expenses?*

  • TIEBREAKER RULES: To determine which person can treat the child as a qualifying child, the following tiebreaker rules apply: If only one of the persons is the child's parent, the child is treated as the qualifying child of the parent. if the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent with whom the child lived with for the longer period of time during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher adjusted gross income (AGI) for the year. If no parent can claim the child as a qualifying child, the child is treated as the qualifying child of the person who had the highest AGI for the year. If a parent can claim the child as a qualifying child but no parent does claim the child, the child is treated as the qualifying child of the person who had the highest AGI for the year, but only if that person's AGI is higher than the highest AGI of any of the child's parents who can claim the child.

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  • Sweet Savings Financial Taxpayer Interview

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  • Are you self employed? Do you have a business? (Any additional income you receive through the exchange of goods or services is a business, even if you work from home, and do not have an employer identification number)*
  • Do you have a 1099 for your self employment?*
  • What's your business tax classification?*
  • Were you paid any tips from customers/clients, whether in cash or another form?*
  • Do you have a Profit and Expense Record for your Business? (If you do not have one your tax preparer may assist you with reconstruction)*
  • Did you make any estimated tax payments?*

  • Sweet Savings Financial Taxpayer Interview

    (Last page)

  • If you did not file with SWEET SAVINGS FINANCIAL last year, but you DID file a tax return last year, please email a copy of your tax return or transcript to your tax preparer.

  • How would you like your refund to be deposited:*

  • STOP!!! IS YOUR BANK INFO ABOVE CORRECT?

  • STOP!!! IS YOUR BANK INFO ABOVE CORRECT?

  • STOP!!! IS YOUR BANK INFO ABOVE CORRECT?

  • Choose a tax bank security question:*

  • By submitting this form you acknowledge and agree to receive text message communications from the tax bank related to your tax filing and refund status. Standard messaging and data rates may apply. The submission below also authorizes Sweet Savings Financial to contact the Treasury Offset Program (TOP) on the taxpayer and/or spouse behalf for the purpose of obtaining information regarding potential offsets and resolving related matters. This authorization remains valid unless revoked by the taxpayer in writing. By submission below you certify all information is true, valid, and to the best of my knowledge. You understand that you are responsible for keeping a tax records and supporting documentation for 3 years.

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