Client Tax Data Sheet
If you have any questions prior to completing this form, do not hesitate to contact us at info@LifeKeyTaxes.com or by phone (205)-386-3040. DO NOT SUBMIT THIS FORM IF YOU HAVE NOT RECEIVED ALL OF YOUR TAX DOCUMENTS. You will also need your photo id and your dependents social or birth certificate to complete this form. Thank you!
Who is you preferred preparer?
*
Amber
Anyone
Which year(s) tax return are you filing
*
This Year Only (TY 2024)
Multiple Years
Are we amending any previously filed tax returns for you?
*
Yes
No
First Name
*
Middle Name
*
Type "none" if you don't have a middle name
Last Name
*
Suffix
Jr, Sr, II, III
Select all tax years that you are filing.
*
2024
2023
2022
2021
2020
2019
Other
Social Security Number
*
Date of Birth
*
/
Month
/
Day
Year
Date
Occupation
*
This question means what do you do at work? Not where you work. (Example: Supply Manager)
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Do you rent or own the property that you listed above/ reside?
*
Rent
Own
Other
Phone Number
*
-
Area Code
Phone Number
Email
*
IF YOU ARE SUBMITTING THIS FORM FOR SOMEONE ELSE & YOU ARE OUR CLIENT, DO NOT USE THE SAME EMAIL. IT WILL MERGE YOUR INFORMATION WITH THEIRS IN THE SYSTEM. IF THEY DO NOT HAVE AN EMAIL, CREATE THEM ONE PLEASE! THANK YOU.
Driver's License #
*
State Driver's License Was Issued
*
Date Driver's License Was Issued
*
MM/DD/YYYY
Driver's License Expiration Date
*
MM/DD/YYYY
Photo of Social Sec. Card & Driver's License
*
Choose File
Identification
Cancel
of
What is your filing status?
*
Choose One
Single
Head Of Household (Single with dependents)
Married Filing Joint
Married Filing Separate
Are you filing an eligible spouse on your tax return?
*
Yes
No
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Spouse Name
First Name
Middle Name
Last Name
Suffix
Social Security Number
*
Occupation
*
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Driver's License #
*
State Driver's License Was Issued
*
Date Driver's License Was Issued
*
MM/DD/YYYY
Driver's License Expiration Date
*
MM/DD/YYYY
Photo of Driver's License
*
Choose File
Identification
Cancel
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Spouse Information
This does not mean that you are filing a return with your spouse. The IRS simply requires the information to know who your spouse is.
Spouse Name
First Name
Middle Name
Last Name
Suffix
Social Security Number
*
Date of Birth
*
/
Month
/
Day
Year
Date
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Payment/Refund
If you receive a refund your payment will be issued by Santa Barbara bank via the IRS. (Checks can be picked up in office or sent via mail) *Taxpayers payments never go to the tax preparer or our tax company's bank account.
Select below the method that you prefer if you do qualify for a refund.
*
Direct Deposit
Check
If you receive a tax refund, which method would you like to pay your invoice?
*
Take it out of my refund
Pay upfront by cash, debit, or credit card (avoids bank fees)
Bank Name
*
Bank Account Number
*
Confirm Bank Account Number
*
Bank Routing Number
*
Account Type
*
Checking
Savings
Are you interested in applying for a cash advance? (Up to $6000)
Yes (bank fees apply)
No
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Is this year your first year filing your taxes with Life Key Tax Services LLC?
*
Yes
No
Did you work or pay taxes in multiple states?
*
Yes
No
Are you or your spouse eligible to be claimed as a dependent on another person's return?
*
Yes
No
Did your marital status change during the year?
*
Yes
No
Did you receive unemployment this year?
*
Yes (Should have received Form 1099-G in the mail to upload to us)
No
Did you have Marketplace Health Insurance (Obamacare-ACA) this year? (Form 1095-A)
*
Yes (Should have received Form 1095-A to upload to us)
No
Did you have stocks or crypto currency this past year? (VERY IMPORTANT! If you had gains, the trading platform should've issued you a 1099-B)
*
Yes
No
Were you a grad or undergrad college student this tax year?
*
Yes (Should have received form 1098T to upload to us)
No
Are your parents or anyone else filing you as a dependent on their tax return?
*
Yes
No
Were you in undergrad or grad school?
Undergrad Student (Hasn't graduated)
Grad Student (Graduated from college with a degree)
How many years have you been a full-time undergrad student and received the 1098-T? *this is important because you are only allowed to file for 4 yrs as an under grad. If it is more than 4 yrs, it's fine, you will still get some of the tax credit.
Number of years?
Do you currently pay student loans?
*
Yes (Should have received form 1098E to upload to us)
No
Do you have a mortgage?
*
Yes (Should have received form 1098 to upload to us)
No
Do you currently have any offsets with the IRS (delinquent student loans, delinquent child support, tax liens etc)? *If you suspect that you have an offset call (800)304-3107 to confirm
*
Yes
No
Did you give to charity or tithe during the tax year?
*
Yes
No
How much did you give to charity or tithes total?
*
The organization is required to give you a form with the amounts. You can file your taxes without it but if you are audited, you would have to provide proof via bank statements or receipts.
What was the name(s) of the charities/churches that you gave too?
*
List them all
Did you put money in an IRA, annuity, or any retirement plan outside of your job?
*
Yes
No
Did you pay or receive alimony?
*
No
Received
Paid
Did you purchase an electric vehicle this past year? (There is a tax credit available for this)
*
Yes
No
What is the VIN number?
*
What is the make and model?
*
Did you provide over half the support for any other person during the year?
*
Yes
No
Did you file any dependents on last tax year's tax return?
*
Yes
No
Did you receive the child tax credit monthly payments of 250-300 last year?
*
Yes
No
I do not have dependents
Did you receive Form 6419 in the mail stating how much you received for the child tax credit monthly payments?
*
Yes
No
How did much total did you receive in the monthly advance child care payments?
If this number does not match the IRS system, your return will be delayed significantly. This number can also be found in your free IRS account if you did not receive the letter or are unsure.
Do you have any children or dependents to file this year?
*
Yes
No
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Children and/or Dependents
Answer to the best of your ability
By submitting this form, you are confirming that each dependent submitted on this form lived with you in your home at least more than half of the year and you provided more than half of the support financially for the dependent. You are also confirming that you have the birth certificate, social security card, and the proof of school transcript (if dependent is in school) verifying that you are eligible to claim the dependent.
*
Yes, I agree and confirm
No, (you cannot file dependent on your tax return)
Image of all Dependent's S.S.Card and/or Birth Certificate
*
Choose Files
Upload ALL here. If you have both SSC & Birth Certificate, it will help a lot to upload both. If not, one will work. Thank you!
Cancel
of
1. Dependent Information
*
First Name
Middle Name
Last Name
Suffix
Relationship to you?
*
Son
Daughter
Parent
Grand Child
Niece
Nephew
None
Foster Child
Grand Parent
Aunt
Uncle
Sister
Brother
Other
Half Brother
Half Sister
Step Brother
Step Sister
Step Child
Date Of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Do you want to enter another dependent?
*
Yes
No, all dependents are entered
2. Dependent Information
*
First Name
Middle Name
Last Name
Suffix
Relationship to you?
*
Son
Daughter
Parent
Grand Child
Niece
Nephew
None
Foster Child
Grand Parent
Aunt
Uncle
Sister
Brother
Other
Half Brother
Half Sister
Step Brother
Step Sister
Step Child
Date Of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Do you want to enter another dependent?
*
Yes
No, all dependents are entered
3. Dependent Information
*
First Name
Middle Name
Last Name
Suffix
Relationship to you?
*
Son
Daughter
Parent
Grand Child
Niece
Nephew
None
Foster Child
Grand Parent
Aunt
Uncle
Sister
Brother
Other
Half Brother
Half Sister
Step Brother
Step Sister
Step Child
Date Of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Do you want to enter another dependent?
*
Yes
No, all dependents are entered
4. Dependent Information
*
First Name
Middle Name
Last Name
Suffix
Relationship to you?
*
Son
Daughter
Parent
Grand Child
Niece
Nephew
None
Foster Child
Grand Parent
Aunt
Uncle
Sister
Brother
Other
Half Brother
Half Sister
Step Brother
Step Sister
Step Child
Date Of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Do you have more dependents to claim?
*
Yes
No
Are you claiming a dependent that is not living with you?
*
Yes
No
Did you pay any child care expenses throughout the year to a daycare or child care center ?
*
Yes
No
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Child and Dependent Daycare Expenses
If the provider is a person, enter the care provider's SSN. Per the new IRS law, you have to have the EIN of the day care to submit your taxes. If you do not have it now, be sure to upload it to us via your client portal before your tax appointment. Thank you!!!
Child Name
*
First Name
Last Name - Suffix
Amount Paid To Childcare Provider?
*
Provider Name
*
Provider Phone Number
*
Provider Tax ID/SSN
Provider Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Do you want to enter another child care provider?
*
Yes
No
Child Name
*
First Name
Last Name - Suffix
Provider Name
*
Amount Paid To Childcare Provider?
*
Provider Phone Number
*
Provider Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
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Stimulus & COVID Questionnaire
**Read carefully! If your stimulus amount that you submit to us DOES NOT match what the IRS has on file, your tax return WILL BE DELAYED BY MONTHS! You should have received Form 6475 in the mail that states your amount. You can also obtain it in your free IRS.gov account. The IRS has laws and bills passed in the care act to possibly get a credit if you had COVID (self-employed) and also if you did not receive your stimulus, it can be recovered and received on your taxes.
Did you receive the third stimulus payment in early 2021?
*
Yes
No
Partial
I did not qualify because my income was too high
Did you receive Form 6475 that stated the amount of the stimulus?
*
Yes
No (This can be found in your free IRS.gov account if you do not remember the exact number)
If you received the third stimulus, what was the dollar amount?
This can be found on Form 6475, your online IRS account, or your bank statement.
If you received the second stimulus, what was the dollar amount?
If you have any comments about the stimulus enter them here. For instance if you received partial or did not receive the stimulus for your kids. Explain in detail. Thank you!
If you want to provide extra details about the stimulus or unemployment for your preparer, please enter it below and provide as much information as possible.
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Do you have foreign income to report from another country?
*
Yes
No
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Foreign Income
Answer the questions to the best of your ability.
Employer's Name
*
Employer's US address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Employer's Foreign Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Total Income Earned While Overseas?
*
What date did you begin living in the foreign country?
*
-
Month
-
Day
Year
Date
What type of residence did you live in?
*
Purchased House
Rented House or Apartment
Rented Room
House or Apartment Furnished By Your Employer
Did any of your family live with you abroad during any part of the year?
*
Yes
No
Who lived with you and from what dates?
*
Did you maintain a home for more than 6 months in the USA while living abroad?
*
Yes
No
Did your visa limit the length of your stay in the foreign country?
Yes
No
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Upload photos of your W-2, 1099, IP Pin, and ALL tax documents received
Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return. BE SURE THAT YOU HAVE GATHERED ALL DOCUMENTS ASSOCIATED WITH COVID ALSO
Upload
*
Choose Files
Cancel
of
Enter any additional information or comments that you would like the include for your tax preparer
If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return
Choose Files
Optional but STRONGLY recommended
Cancel
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Do you have a business that you would like to be included on your return?
*
Yes
No
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Business Owners Data Sheet
If you have a business fill all the information out. You will receive a link to submit all of your business income and expenses to us after we receive your information therefore you should know all of your expenses and income for your business by the time of your appointment.
Did you have COVID last year in 2021? (There is a tax credit for up to 15k for self employed individuals that had COVID)
Yes
No
Is this your first year filing this business on your tax return?
*
Yes
No?
Name of Business
*
Business type or description of business?
*
Example: chef, barber, marketing, etc
Employer ID Number
EIN
What is the legal structure of your business?
Choose One
Sole Proprietor
LLC
LLC taxed as a S-Corp
Multi-Member LLC
Partnership
Corporation
Non-Profit
Haven't Filed It
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you have another business to file?
*
Yes
No
Is this your first year filing your business on your tax return?
*
Yes
No
Name of Business
*
Employer ID Number
EIN
What is the legal structure of your business?
Choose One
Sole Proprietor
Partnership
Corporation
LLC
Multi-Member LLC
Non-Profit
Haven't Filed It
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Amount of business taxes throughout the year?
$
Total Income
$
Advertising
Social media, Flyers, Business Cards, etc
Contract Labor
An person or company paid to assist you
Insurance
(Other than health)
Interest
Mortgage, Loans, Credit Cards, etc.
Legal & Professional Services
Training, Conferences, Mentors, Lawyers, etc
Office Expenses
Software, postage, email, internet, and any operating expenses
Rent and Lease
Vehicles, Machinery, Equipment, Electronics, Accessories, etc.
Repairs and Maintenance
Supplies
Objects used to operate your business
Taxes and Licenses
Travel, Meals, and Entertainment
Airfare, Uber, Taxi, Lyft, Business Dining, Business Entertainment, and etc.
Utilities
Other Expenses
Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?
Attach your Profit & Loss statement or any photos or documents that you want us to have on file.
Choose Files
Cancel
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By submitting this form, you are confirming all expenses stated for your business are 100% true and accurate. By signing below, you are confirming that you have documentation on file supporting all income and expenses listed above such as bank statements, excel sheets, receipts, and etc. Lastly, you are confirming that you will keep all documentation on file for a minimum of three years.
*
Yes, I confirm
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By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is 100% accurate. You are also giving us permission and power of attorney to call the IRS offset line on your behalf to verify offsets. You are verifying that all documents upload are accurate and verifiable. You are verifying that every question answer is truthful and answered to the best of your ability. You also agree to the terms & conditions and understand that we do not give estimates. By submitting you are agreeing to the preparation fee even if your return is not filed due to an unforeseen circumstance. By submitting this document, you are opting in the receive communications from us via email and phone to discuss your return. Tax documents that are not submitted a week before the tax deadline will have extensions filed if our team is not able to get to it. If you have any questions or concerns, do not hesitate to call our office at (205)386-3055 or Info@lifeKeyTaxes.com
*
Yes, I agree and confirm
Sign Below
*
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate and that you agree to our terms & conditions. If you have any questions do not hesitate to call our office at (205)386-3040 or info@LifeKeyTaxes.com
How did you hear about us or who referred you?
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