Client Data Sheet For Tax Preparation

Spouse Name

First NameMiddle NameLast NameSuffix
Social Security Number*
Occupation*
Date of Birth*

MonthDayYear
Date
Phone Number*

Area CodePhone Number
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState

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 Cancelof

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 NameMiddle NameLast NameSuffix
Social Security Number*
Date of Birth*

MonthDayYear
Date

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 DepositCheck
If you receive a tax refund, which method would you like to pay your invoice?*

Take it out of my refundPay upfront by cash, debit, or credit card (avoids bank fees)
Bank Name *
Bank Account Number*
Confirm Bank Account Number*
Bank Routing Number*
Account Type*

CheckingSavings
Are you interested in applying for a cash advance? (Up to $6000)

Yes (bank fees apply)No

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 NameLast Name - Suffix
Amount Paid To Childcare Provider?*
Provider Name*
Provider Phone Number*
Provider Tax ID/SSN
Provider Address*

Street Address

Street Address Line 2

CityState

Zip Code
Do you want to enter another child care provider?*

YesNo
Child Name *

First NameLast Name - Suffix
Provider Name*
Amount Paid To Childcare Provider?*
Provider Phone Number*
Provider Address

Street Address

Street Address Line 2

CityState

Zip Code

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?*

YesNoPartialI did not qualify because my income was too high
Did you receive Form 6475 that stated the amount of the stimulus?*

YesNo (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.

Do you have foreign income to report from another country?*

YesNo

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

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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 Cancelof
Do you have a business that you would like to be included on your return?*

YesNo

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)

YesNo
Is this your first year filing this business on your tax return?*

YesNo?
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?
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have another business to file?*

YesNo
Is this your first year filing your business on your tax return?*

YesNo
Name of Business*
Employer ID Number
EIN
What is the legal structure of your business?
Business Address

Street Address

Street Address Line 2

CityState / 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

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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

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?
Should be Empty:

Client Tax Data Sheet

Spouse Information

Payment/Refund

Children and/or Dependents

Child and Dependent Daycare Expenses

Stimulus & COVID Questionnaire

Foreign Income

Upload photos of your W-2, 1099, IP Pin, and ALL tax documents received

Business Owners Data Sheet