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!
How did you hear about us or who referred you?
Do you have a preferred tax preparer within our company? If not, leave blank.
First Name
*
Middle Name
Last Name
*
Suffix
Jr, Sr, II, III
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
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Phone Number
*
-
Area Code
Phone Number
Email
*
IF YOU ARE SUBMITTING THIS FORM FOR SOMEONE ELSE & YOU ARE MY CLIENT, DO NOT USE THE SAME EMAIL. IT WILL MERGE YOUR INFORMATION WITH THEIRS IN MY 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
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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
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
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
of
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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 tax company's 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
Bank Name (Skip If You Prefer Your Refund Via Check)
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
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)
No
Did you have Marketplace Health Insurance (Obamacare-ACA) this year?
*
Yes (Should have received Form 1095-A)
No
Were you a grad or undergrad college student this tax year?
*
Yes (Should have received form 1098T)
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)
No
Do you have a mortgage?
*
Yes (Should have received form 1098)
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 put money in an IRA,Annuity, or any retirement plan outside of your job?
*
Yes
No
Did you provide over half the support for any other person during the year?
*
Yes
No
Do you have any children or dependents to file?
*
Yes
No
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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.
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
*
Are you claiming a dependent that is not living with you?
*
Yes
No
Did you pay any child care expenses throughout the year ?
*
Yes
No
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Child and Dependent Daycare Expenses
If the provider is a person, enter the care provider's SSN
Child Name Amount Paid
*
First Name
Amount Paid
Type a question
Provider Phone Number
*
-
Area Code
Phone Number
Provider
*
Name
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
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Do you want to enter another child care provider?
*
Yes
No
Child Name Amount Paid
*
First Name
Amount Paid
Provider
*
Name
Tax ID #/ SSN
Provider Phone Number
*
-
Area Code
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
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
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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.
Did you receive the first stimulus payment this year?
*
Yes
No
Partial, I did not receive the stimulus for my dependents
I did not qualify because my income was too high
Other
If you received the first stimulus, what was the dollar amount?
Did you receive the second stimulus payment this year?
*
Yes
No
Partial, I did not receive the stimulus for my dependents
I did not qualify because my income was too high
Other
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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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
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
of
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
Schedule C
Name of Business
*
Is this your first year filing your business on your tax return?
*
Yes
No
Employer ID Number
EIN
What is the legal structure of your business?
Choose One
Sole Proprietor
Partnership
Corporation
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?
$
Business Income
All income receive during the fiscal year
Total Income
$
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.
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 any photos or documents that you want us to have on file.
Choose Files
Cancel
of
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. If you have any questions or concerns, do not hesitate to call our office at (205)386-3040 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. If you have any questions do not hesitate to call our office at (205)386-3040 or Taxes@LifeKeyFinancial.com
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