TAXES 2023

TAXES 2023

PLEASE REVIEW ENTIRE FORM BEFORE SUBMITTING. EVERYTHING THAT HAS A RED ASTERISK YOU ARE REQUIRED TO ANSWER. IF IT DOESN'T APPLY TO YOU SELECT NO OR SKIP. PLEASE MAKE SURE ALL NECESSARY DOCUMENTS HAVE BEEN UPLOADED & LEGIBLE TO ENSURE PROPER TURN AROUND TIME. IF YOU HAVE DEPENDENTS PLEASE KEEP IN MIND THAT YOU WILL NOT GET YOUR RETURN TILL MID-FEB, HOWEVER WE WILL BE OFFERING CASH ADVANCES IF INTERESTED OR IF YOU HAVE QUESTIONS PLEASE TEXT (910)-705-5325 OR INBOX US. PLEASE NOTE IF INFORMATION IS MISSING IT WILL DELAY THE PROCRESSING TIME.
Filing Status
Taxpayer Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Taxpayer Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Social Security Number (SSN)
Occupation
Email
example@example.com
Spouse Name

First NameLast Name
Spouse Address (If Different)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Spouse Date Of Birth

MonthDayYear
Date
Spouse Social Security:
Occupation:
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Email
example@example.com
Full Name of 1st Dependent:

First NameLast Name
1st Dependent SSN
Relationship To Dependent (Son, Daughter, parent, other):
Date of Birth 1st Dependent:

MonthDayYear
Date
Full Name of 2nd Dependent :

First NameLast Name
2nd Dependent SSN
Relationship To Dependent (Son, Daughter, parent, other):
Date of Birth 2nd Dependent:

MonthDayYear
Date
Full Name of 3rd Dependent:

First NameLast Name
3rd Dependent SSN
Relationship To Dependent (Son, Daughter, parent, other):
Date of Birth 3rd Dependent:

MonthDayYear
Date
If you have additional information add here. Example: is your dependent (Blind, Disable, can the dependent be filed on another return etc): If so which dependent and list below.
Self-Employment: Business Name, EIN#(if you have one), Business Type-Examples: Hair Dresser, Lawn Care, Dancer, Consulting etc.
Upload Business Income/Expenses Reports

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Do you owe debt to any government agency such as Child Support, IRS or Student Loans Etc. ?
Have you been audited within the last 3 years ?
Do you receive unemployment? (If so upload document below)
Do You have a Identity Protection PIN (IP PIN) If Yes, Put The Pin Number.
Did You or Your Dependent(s) attend a Post Secondary School? If Yes, how much you spend in school expenses and upload 1098-T Form below? If No Put No In The Box.
Upload 1098T Form

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Upload ALL W2'S

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Upload a copy of Last Year Tax Return Note: Get Transcript Online to immediately view the AGI. Taxpayers must pass the Secure Access identity verification process. Select the “Tax Return Transcript” and use only the “Adjusted Gross Income” line entry.Use Get Transcript by Mail or call 800-908-9946. (Use this option if you don't have a copy of you tax return.)

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Upload All Socials Security Cards for EVERYONE on the return, Valid Driver Licenses, or identification for each adult on the return

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Did You Have Marketplace or Affordable Health Care Insurance At ANYTIME This Year ? If you answered yes to this question please upload supporting documents below :
Upload MarketPlace Form 1095 A: ( Marketplace Is Insurance such as obama care etc )

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Upload Any Misc. Documents ( Childcare, Healthcare, 1099's, 401K, Birth Certificates, Unemployment, Self-employment documents, proof of residency, etc.).

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Would you like to apply for cash advance?
Tax Refund Disbursement Method ?
Direct Deposit Information : Bank Name , Rounting & Account Number Please vef. that this information is correct !!
How Did You Hear About Us ?
Select Your Tax Preparer:
By signing this application you have confirmed that all information entered here is accurate and true. You are giving Tax Xpress LLC. permission to submit your information to the IRS .
Should be Empty: