Skip to content
TaxSign.com Logo TaxSign.com Logo TaxSign.com Logo
  • HOME
  • INTRO
  • Use TaxSign

TaxSign Full Interview Questionnaire

Home/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

0%
  • Select You Tax Professional

  • 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

  • Identification Information

  • What you do for work or business.
  • Misc. Information

  • Spousal Information

  • Dependent Information

    Use this Dependent Information section to share info about your dependents.
  • If someone pays for more than 50% of your living expenses they may be able to add you as a dependent on their return.
  • 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

  • You will be able to take photographs of your documentation in the following screen towards the end.
  • List your Dependents.

  • Documentation Section

    It is important that any documentation be added to this section by uploading the information or simply by photographing them.
  • 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.
  • You may bunch together your SS Cards, Driver Licences along with other forms of identification and take one photograph that includes each item.
  • You may gather several W2's together in a way that allows you to capture many in one photo.
  • You may gather several 1099's together in a way that allows you to capture many in one photo.
  • You may gather Other Documentation in such a way that allows you to capture many documents in one photo.
  • Drop files here or
    W2's, 1098T's, and other income documentation

© Copyright 2016- | TaxSign Paperless Intake Systems | All Rights Reserved | Powered by Air Financial Partners Inc | AirFP