Client Tax Data Form 2026

Choose your Preparer

Choose your Tax Prep Hero

Referred By:

Filing Status?

Your Full Name

First NameMiddle NameLast Name

Social Security Number

Birth Date

MonthDayYear

Gender

E-mail

example@example.com

Mobile Number

Area CodePhone Number

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Occupation

Driver's License #

State Driver License was Issued

Driver License Issue Date

Driver License Expiration Date

Photo of Driver's License

Upload Driver License

Upload a photo of your Driver's License

Photo of Social Security Card

Upload SSN Card

Upload a photo of your SSN Card

Spouse Full Name

First NameMiddle NameLast Name

Spouse Social Security Number

Spouse Birth Date

MonthDayYear

Spouse Gender

Spouse E-mail

example@example.com

Spouse Mobile Number

Area CodePhone Number

Spouse Occupation

Spouse Driver's License #

Spouse State License was Issued

Spouse License Issue Date

Spouse License Expiration Date

(S) Photo of Driver's License

Upload Driver License

Upload a photo of your Driver's License

(S) Photo of Social Security Card

Upload SSN Card

Upload a photo of your SSN Card

Did anyone on this form have to provide an IP PIN last tax season?

Input IP PIN Number for 2025 Tax Season

*QUALIFYING DEPENDENTS*

Do you have any eligible dependents you are claiming on your 2025 Tax Refund?

Enter your dependent's information here including IP PIN if applicable!

Rows	Name	SSN (Full SSN Number)	Date of Birth	Relationship	IP PIN
1
2
3
4
5
6

Upload supporting documents

Upload Files

Please upload dependent SSN Card or supporting documents

Was there child care paid for the 2025 Tax Year?

If unsure consult with your Tax Prep Hero to complete this question.

How much in child care did you pay?

If unsure consult with your Tax Prep Hero to complete this question.

Upload supporting documents for child care

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General Expenses

Rows	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Investment Expenses
Car Tag(s) Expenses

Do you own a electric vehicle?

What is the YEAR, MAKE, and MODEL of your EV?

Did you make any upgrades to your living quarters this year?

What upgrades were made to your living quarters this year?

(i.e. Water Heater Pump, Bio Mass Stove, Doors, Skylight)

Upload Tax Documents

Browse Files

Please upload all w-2's, 1099's and any other supporting file

Do you own a business?

If you own a business and would like to include it on your tax return for 2023

Business Name

If unsure consult with your Tax Prep Hero to complete this question.

Business Address

If unsure consult with your Tax Prep Hero to complete this question.

Business EIN Number

If unsure consult with your Tax Prep Hero to complete this question.

Did you claim this business last year on your tax return for 2025?

If unsure consult with your Tax Prep Hero to complete this question.

How much did your business make?

What is the making model and year of your vehicle?

Business Owner Write Off Checklist: (input the amount you spent in the categories listed)

Additional Comments

If there is any additional information your Tax Prep Hero should be aware of please list above.

CASH ADVANCE

Apply for Cash Advance?

For more information contact your Tax Prep Hero

***Please note that if you opt in for a cash advance, there is no gaurantee of knowing the amount you could possibly be approved for. So if your are eligible for a Cash Advance and you are wanting the maximum of $7,000 the system CAN NOT provide the amount in which you will be disbursed until it is deposited/disbursed.***

Refund

Choose the method in which you would like to receive your refund

Did you receive a tax return last year?

How much did you receive in your prior year tax return?

*For Direct Deposit Method Only*

Financial Institution Name

Please provide name of bank/credit union

Bank Routing No:

Please provide an accurate routing number

Bank Account No:

Please provide an accurate account number

Type of Account:

BASIC TAX PREP HERO QUESTIONS

TO GET YOU THE MAX BACK ON YOUR TAX RETURN

Are you filing an eligible spouse on your tax return for 2025?

If unsure consult with your Tax Prep Hero to complete this question.

Did your marital status change during 2025 tax return year?

If unsure consult with your Tax Prep Hero to complete this question.

Are you eligible to be claimed as a dependent on another person tax return?

If unsure consult with your Tax Prep Hero to complete this question.

Do you have healthcare coverage through the Marketplace (Affordable Healthcare Coverage/ www.healtcare.gov) FORM 1095-A?

If unsure consult with your Tax Prep Hero to complete this question.

Did you UPLOAD Form 1095-A healthcare coverage form through the Marketplace (Affordable Healthcare Coverage/ www.healtcare.gov)?

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD YOUR 1095-A FORM (Form can be found in your profile on www.healthcare.gov)

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Were you or any dependent's in school for 2025 Tax Year ?

If unsure consult with your Tax Prep Hero to complete this question.

Did you UPLOAD Form 1098T Form through the school you attended?

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD YOUR 1098T FORM (Form can be found in your profile online from your school or mailed out to you)

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If you have any student loans, do you know what status they are in?

If unsure consult with your Tax Prep Hero to complete this question.

Did you take any funds out of your 401k for 2025 Tax Year?

If unsure consult with your Tax Prep Hero to complete this question.

Did you upload tax Form 1099-R you should have received from taking any funds out of your 401k for 2025?

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD YOUR 1099-R FORM (Form should have been mailed from your 401-k investor)

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Do you have a mortgage for 2025 Tax Year?

If unsure consult with your Tax Prep Hero to complete this question.

Did you upload tax Form 1098 "Mortgage Interest Statement" you should have received from your mortgage company for 2025 Tax Year?

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD FORM 1098 "Mortgage Interest Statement" (Form should have been mailed from your mortgage company)

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Do you receive unemployment for 2025 Tax Year?

If unsure consult with your Tax Prep Hero to complete this question.

Did you upload tax Form 1099 G "Unemployment Tax Form" you should have received from your State Dept. of Labor for 2025 Tax Year?

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD FORM 1099 G "Unemployment Tax Form" (Form should have been mailed from your State Dept. of Labor)

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Do you know of any OFFSETS (delinquent student loan, child support, tax liens, etc.) with the IRS that may prevent you from receiving your 2025 Tax Return?

If unsure consult with your Tax Prep Hero to complete this question. If suspect that you have an offset call (800)304-3107 to confirm

Did you invest in an IRA, stocks/crypto, annuity, or any retirement plan outside of your job?

If unsure consult with your Tax Prep Hero to complete this question.

Did you upload tax Form 1099 B "Proceed from Broker and Barter Exchange Transaction" you should have received to report the sale of stocks, bonds, mutual funds, and other securities for the 2025 Tax Year?

If unsure consult with your Tax Prep Hero to complete this question.

PLEASE UPLOAD FORM 1099 B "Proceed from Broker and Barter Exchange Transaction" (Form should have been mailed from investment holder)

Browse Files

Did you provide over half the support for any other person during the year?

If unsure consult with your Tax Prep Hero to complete this question.