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TaxSign Full Interview Questionnaire

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Tax Office Pre-Interview Questionnaire 2019

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 your Paid Preparer*
- Aarius Dumas, Tax Office Manager
- Neena Dumas, Tax Preparer
- Dana Davis, 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.*
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 ZIP Code
What is your School District code or name?
Identification Information
Date of Birth*
Taxpayer Occupation
What you do for work or business.
Taxpayer Social Security Number*
Taxpayer Driver License Number
Taxpayer Driver License State*
Taxpayer Driver Lic. Issue Date
Taxpayer Driver Lic. Expiry Date
Misc. Information
Are you an Active Duty Service person in the military?
Are you Blind or Handicap?
Do you have a Checking Account?
Were you audited last year?
Do you require Identity Theft PIN?
Do you require any prior year tax return filed?
Who prepared your tax return last year?
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 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?
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?
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?
Did your Dependents attend college during the last year?
Can you provide proof?
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?
Who could claim your child as a Dependent?
Did you incur any childcare expenses during the last year?
Do you have Minimum Essential Coverage for any time during the last year?
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 Neena 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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