• 2026 Tax Client Intake & Due Diligence

  • Please answer for January 1 through December 31, 2026 (2027 filing season), unless a question asks about another year. You do not need to know tax-credit or filing-status rules. Your preparer will review your answers and records. If something is unclear or missing, choose "Not sure" or tell us. Completing this questionnaire does not file your return or guarantee a credit or refund. Do not send identification or tax documents by text or ordinary email; use the secure client portal provided by Q Nycee Tax Services.

  • A2. Date of birth*
     - -
  • Did you move during 2026?*
  • Format: (000) 000-0000.
  • A5. Have you provided current government-issued identification and SSN/ITIN documentation to your preparer through the secure portal for this tax year?*
  • A6. Have your income, dependents, address, marital status, living arrangements or other tax circumstances changed since your last return?*
  • A7. Did you live outside the United States or in more than one state during 2026?*
  • A8. Were you a U.S. citizen or resident for all of 2026?*

  • 2. Marital status and household

  • B1. What was your legal marital status on December 31, 2026?*
  • B5. Can someone else claim you or your spouse as a dependent?*

  • Head of Household Eligibility Questions

    You are not required to know filing status rules. Please answer the questions below honestly. Your tax preparer will determine whether Head of Household filing status applies based on IRS rules and documentation 

  • B7. Would you like the preparer to review whether Head of Household filing status may apply? This answer does not determine filing status.*
  • B10. Did you support a parent or another person who lived outside your home?*

  • 3. Dependents, residence and support

    Answer for one person at a time. If you are asking the preparer to review more than one person, give the additional people's details in the box at the end of this section, or submit a new questionnaire for each additional person.

  • C1. Are you asking the preparer to review any children or other people as dependents? Do not assume an age or residence answer determines eligibility.*

  • Tax credit and filing-status questions

    You are not required to know the names of tax credits or filing-status rules. Please answer honestly. Your tax preparer will determine which credits and which filing status apply based on your answers, IRS rules and supporting documents.

  • Relationship to you. Provide tax-ID documentation through the secure portal, not this form.
  • C4. Were there temporary absences, shared custody, birth or death during 2026, homelessness or another unusual living situation?
  • C5. Does anyone else believe they can claim this person?
  • C7. Was the person a full-time student during any part of 2026?
  • C10. Did this person have a disability that may affect dependency or credit rules?
  • C12. Which records are available to confirm this person's residence? Select all that apply.
  • C13. Did you or a person listed receive assistance with housing, food or support in 2026?
  • If Yes, select all that apply. Child support is a support source, not a government benefit. No assistance answer determines credit eligibility.

  • 4. Income, education and prior credit reviews

  • D1. Which income or payments did you or your spouse receive in 2026? Select all that apply. Provide every applicable document through the secure portal. Do not select None together with another category.*
  • D3. Did you or a dependent attend college or another eligible postsecondary school in 2026?*
  • D4. Is Form 1098-T available?
  • D5. Has the IRS reduced or disallowed EITC, CTC, ACTC, ODC or AOTC in any prior year?*
  • Which credits were reduced or disallowed?
  • Did a notice mention fraud, reckless disregard or a restriction period?
  • D6. Your preparer may need to review Form 8862 or other requirements before claiming a credit again. A new questionnaire does not override a restriction.
  • D7. Did anyone in the household have Marketplace insurance, adoption expenses, retirement contributions/distributions, estimated tax payments, itemized expenses or another tax situation not described above?*

  • 5. Business and Schedule C records

    Answer for one business. Use the last box in this section for any additional businesses.

  • E1. Did you operate a business, perform independent-contractor or gig work, freelance, or receive cash for work during 2026?*
  • E4. Which forms did you receive for this activity? Select all that apply.
  • E6. Did you have expenses for this business?

  • 6. Additional 2026 review items

    These are fact-gathering questions. Answering them does not confirm that a deduction or election is available; your preparer reviews eligibility.

  • F1. Did you receive tips in 2026?
  • F2. Did you receive overtime pay in 2026?
  • F3. Did you pay interest in 2026 on a loan for a newly purchased personal-use vehicle?
  • F5. Do you want your preparer to discuss a Trump Account election for a child? There is no automatic enrollment and no guaranteed contribution.

  • 7. Documents and certification

    Do not send identification or tax documents by text or ordinary email. Upload required documents through the Q Nycee Tax Services secure client portal.

  • G1. For each requested category, select its status.*
    Rows
  • G3. Who supplied these answers?*
  • G4. How were these answers entered?*
  • G5. I understand my preparer may request more information or records, and that filing status, credits, deductions and refund amounts may change after review.*

  • I understand supporting documents may be required to verify eligibility. Required documents go to the secure client portal. Staff decides what must be obtained before filing; this questionnaire does not mark a return ready to file by itself.

  • Q Nycee Tax Services retains tax records, due diligence questionnaires, supporting documents, and communication history for a minimum of three (3) years in accordance with IRS regulations. These records may be used to support tax filings and respond to IRS inquiries or audits.

  • Client Certification

    I certify that the information I provided for Tax Year 2026 is true, correct and complete to the best of my knowledge. I have disclosed income, people I want reviewed as dependents, support and living arrangements, and known missing records. I will tell Q Nycee Tax Services if an answer changes. I understand false or incomplete information can affect my return and may lead to penalties or denial of credits. My preparer makes tax determinations after reviewing applicable rules and records.

  • This intake signature is not authorization to e-file and is not a substitute for Form 8879. A spouse signs separately when required; Q Nycee will provide the spouse certification process for joint returns.

  • Date signed*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: