• Client Tax Data Sheet

    If you have any questions prior to completing this form, do not hesitate to contact me at info@LifeKeyTaxes.com or by phone at (205)-386-3040. Thank you and have a great day! DO NOT SUBMIT THIS FORM IF YOU HAVE NOT RECEIVED ALL OF YOUR TAX DOCUMENTS. By submitting this document, you are opting in the receive communications from us via email and phone to discuss your return. Thank you!
  •  /  /
    Pick a Date
  •  -
  • Choose File
    Cancel of
  •  -  -
    Pick a Date
  •  -
  • Choose File
    Cancel of
  • 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 tax company's account.
  • Children and/or Dependents

    By submitting this form, you are confirming that the dependent lives with you over half of the year and you are 100% financially responsible for the child. 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.
  • Choose Files
    Cancel of
  •  -  -
    Pick a Date
  •  -  -
    Pick a Date
  •  -  -
    Pick a Date
  •  -  -
    Pick a Date
  • Child and Dependent Daycare Expenses

    If the provider is a person, enter the care provider's SSN
  •  -
  •  -
  • Stimulus & COVID Questionnaire

    The IRS has laws and bills passed in the care act to possibly get a credit if you had COVID and also if you did not receive your stimulus, it can be recovered and received on your taxes.
  • Upload photos of your W-2,1099,and ALL documents

    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
  • Choose Files
    Cancel of
  • Choose Files
    Cancel of
  • Business Owners Data Sheet

    Schedule C
  • Business Income

    All income receive during the fiscal year
  • Business Expenses

    THE NUMBERS FOR THE EXPENSES BELOW MORE THAN LIKELY SHOULD NOT END IN THE NUMBER'S 0 OR 5. THAT IS NOT REALISTIC. Complete to the best of your ability. In each field enter the approximate amount you spent in each category. If you are unsure or do not have the calculations, leave the items blank and your tax preparer will review it with you.
  • Choose Files
    Cancel of
  • Clear
  • Should be Empty: