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TaxSign Full Interview Questionnaire
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TaxSign Full Interview Questionnaire
Tax Office Pre-Interview Questionnaire 2020
Complete this form to start the Client - ERO relationship.
Step 1 of 6 - Personal Details
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Select You Tax Professional
Who is your Tax Professional?
*
<select>
First Refund LTD
Hudson Tax Service LLC
SC Tax Advisors LLC
Xpress Tax and Financial Services
KJS Financial Services LLC
Chelley's Tax Refunds LLC
NDC Professional Income Tax Service
CMI Insurance & Tax
Nathasha Banks Income Tax Service
***YOUR TAX BUSINESS NAME HERE***
Keyla Robinson Tax Services
Select your Paid Preparer
*
Aarius Dumas, Tax Office Manager
Dionne Sewell, Tax Preparer
Dana Davis, Tax Preparer
Eldre Baldwin, Tax Preparer
Select your Paid Preparer
Desmond Hudson EA, Tax Office Manager
Select your Paid Preparer
Aneesah Lewis, Tax Office Manager
Sade Wade-Smith, Tax Preparer
Janet Dunn-Kovachic, Tax Preparer
Reginald Williams, Tax Preparer
Select your Paid Preparer
Gloria J Jordan, Tax Office Manager
Select your Paid Preparer
Rachelle Booker, Tax Office Manager
Select your Paid Preparer
Tameca Chandler, Tax Office Manager
Select your Paid Preparer
Keyla Robinson, Tax Office Manager
Select your Paid Preparer
Natasha Banks, Tax Office Manager
Select your Paid Preparer
YOUR NAME HERE, Tax Office Manager
What is your Filing Status.
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Please note your final Filing Status will be determined by your Paid Tax Preparer based on the information you provide.
Tax Payer Information
Contact Information
Name
First
Last
Cell Phone Number
*
Taxpayer Alternate Phone
Email
*
Enter Email
Confirm Email
Taxpayer Address
*
Street Address
City
State
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
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
What is your School District code or name?
Identification Information
Date of Birth
*
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Taxpayer Occupation
What you do for work or business.
Taxpayer Social Security Number
*
Taxpayer Driver License Number
Taxpayer Driver License State
*
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
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Taxpayer Driver Lic. Issue Date
Taxpayer Driver Lic. Expiry Date
Misc. Information
Are you an Active Duty Service person in the military?
select
YES
NO
Are you Blind or Handicap?
select
YES
NO
Do you have a Checking Account?
select
YES
NO
Were you audited last year?
select
YES
NO
Do you require Identity Theft PIN?
select
YES
NO
Do you require any prior year tax return filed?
select
YES
NO
Who prepared your tax return last year?
First Refund LTD
Diamond Consultants, 1 on 1 LLC
SC Tax Advisors LLC
Express Taxess LLC (Kee Tax Refunds)
Swift Tax Refunds
Jackson Hewitt
HR Block
OnTime Tax & Accounting
Diverse Tax & Accounting
Authentic Tax Services
Ms Chelley's Tax Refunds LLC
NDC Professional Incomem Tax Service LLC
The HOPE Accounting Firm
Keyla Robinson Tax Services
CMI Insurance & Tax
Nathasha Banks income Tax Service
Estimate your total earnings for the last year.
Do you have a Spouse?
YES
NO
WIDOWED
Spousal Information
Spouse Name
First
Last
Spouse Address
Street Address
Address Line 2
City
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
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Spouse Phone
Spouse Email
Spouse Occupation
Spouse Date of Birth
Spouse Social Security Number
Dependent Information
Use this Dependent Information section to share info about your dependents.
Can you be claimed as a Dependent on someones tax return?
select
YES
NO
If someone pays for more than 50% of your living expenses they may be able to add you as a dependent on their return.
Do you have any Dependents?
select
YES
NO
A Dependent is anyone such as Child, Parent, Grand Parent, or other relative that you have supported for more than have of the tax year. Refer to IRS Publication 929 for rules regarding dependents.
Dependent Questionnaire
How many Dependents do you have?
0
1
2
3
more than 3
How are your Dependents related to you?
CHILD
STEPCHILD
PARENT
GRAND PARENT
AUNT, UNCLE, COUSIN, etc.
How long have your Dependents lived with you during the last year?
select
More than 6 months
Less than 6 months
Did your Dependents attend college during the last year?
select
YES
NO
Can you provide proof?
select
YES
NO
You will be able to take photographs of your documentation in the following screen towards the end.
Can someone else claim your child as a Dependent?
select
YES
NO
Who could claim your child as a Dependent?
Did you incur any childcare expenses during the last year?
select
YES
NO
Do you have Minimum Essential Coverage for any time during the last year?
select
YES
NO
List your Dependents.
Dependent 1 Name
First
Last
Dependent 1 Date of Birth
Dependent 1 Social Security #
Dependent 2 Name
First
Last
Dependent 2 Date of Birth
Dependent 2 Social Security #
Dependent 3 Name
First
Last
Dependent 3 Date of Birth
Dependent 3 Social Security #
Documentation Section
It is important that any documentation be added to this section by uploading the information or simply by photographing them.
Photo of Drivers License
You may group multiple items and take one photograph if you feel the items will be readable once received. If not please take one picture per item.
Take a selfie-styled photo of yourself.
*
Photo of Social Security card.
*
You may bunch together your SS Cards, Driver Licences along with other forms of identification and take one photograph that includes each item.
Photo of W2's.
You may gather several W2's together in a way that allows you to capture many in one photo.
Photo of 1099's.
You may gather several 1099's together in a way that allows you to capture many in one photo.
Photo of Other Documentation.
You may gather Other Documentation in such a way that allows you to capture many documents in one photo.
Photo of W2's and income documentation.
Drop files here or
W2's, 1098T's, and other income documentation
Notes to Preparer
Email First Refund LTD
Email Dionne Sewell of First Refund LTD
Email Dana of First Refund LTD
Email Hudson Tax Service LLC
Email XPRESS TAX AND FINANCIAL SERVICES
Email KJS FINANCIAL SERVICES LLC
Email Chelley's Tax Refunds LLC
Email CMI Insurance & Tax
Email Keyla Robinson Tax Services
Email Nathasha Banks Income Tax Service
Email YOUR TAX OFFICE HERE
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