A Plus Tax Evals - Tax Intake Form Link

Tax Filing Year*

Email*

Date Form Being Completed?

Promo or Discount Code (Optional)

Please provide the name of the person who referred you or provide the place where you saw our business.

How will you provide documents*

Upload to this Form

Upload to Client Portal

First Name*

Middle Initial

Last Name*

Suffix

Tax Payer's Social Security

Tax Payer's Date of Birth

Tax Payer's Occupation

Phone

What County Do You Live In

Physical Address (Please include City, State & Zip Code)

Did you live here all year?

Did you work in different states this tax season *

Have you ever been audited by the IRS?

Please provide the following 1. States you worked in 2. Timeframe you worked in those states

Please provide the year/s of audit and what were the outcomes of the audits

Primary Taxpayer - Please Check Any That Apply

Taxpayer can be claimed as a dependent on someone else's return.

Taxpayer was over age 18 and a full-time student at an eligible educational institution.

Taxpayer is blind.

Taxpayer is deceased.

Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.

Taxpayer prefers to receive written communications from the IRS in a language other than English.

Taxpayer prefers to receive written communications from the IRS in an accessible format.

I am also claiming a deceased Spouse, Child or Relative

Upload a copy deceased child/relative death certificate

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Upload Copy Of Previous Year Tax Return Including Schedule C If They Filed Self Employment

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Do you have a spouse?

How Many Dependents Will You Be Claiming?

Is anyone on this return Disabled

Who is disabled

Does Tax Payer, Spouse or Any Dependents get an IP (Identity Protection) Pin letter from the IRS every year?

Are you self employed or a business owner?*

What type of Business do you hav

Please Provide Your Business EIN Number

How long have you been in business?

Business Address (Include City, State & Zip Code)

Do you have a Profit and Expense Record for your Business?

Please upload your Profit/ Expense Records

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Did you have a vehicle you used for your business?

Do you have a separate personal vehicle

Did you receive health insurance through the Market Place?

Did Anyone Listed On This Return Attend College this Tax Season (If so - please upload form 1098-T and other college related documents below

Do you have Student Loans in Forbearance or Deferment?

Yes

No

Are You Currently Paying Student Loans?

Yes

No

Form 1098-E - Student loan interest

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Upload 1098T, Receipts or School Schedule

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Upload ID/DL (for anyone over 18 years old on this filing (PREVIOUS CLIENTS ONLY UPLOAD DOCUMENTS THAT HAVE CHANGED)

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IF Claiming Head of Household- Please upload a copy of utility bill

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Upload Social Security Card (for all listed on this filing) - PREVIOUS CLIENTS ONLY UPLOAD DOCUMENTS THAT HAVE CHANGED)

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Please download all W2's HERE - You can upload multiple files

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Do you owe or have you owed the IRS?*

Will you want any of the following Bank Products? (Choose All That Apply ) ** Please note all bank products must go through an approval process and will require a written authorization Form 7216 Bank Consent to Disclosure of Tax Return Information

No Bank Products

Tax Refund Advances

Deduct Tax Preparation Fee from your Refund

7216 Bank Consent to Disclosure of Tax Return Information

Form 7216

How would you like your refund to be deposited when ready?

Check from IRS

Direct Deposit

Pre-Paid Debit Card

I have a Tax Obligation and will not be receiving a refund

Bank Institution

Is this account:

Address To Mail Check

Account Number

Confirm Account Number

Routing/Transit Number

Confirm Routing/Transit Number

Prepaid Card - Account Number

Prepaid Card- Routing Number

If you received Unemployment Please Provide 1099-G form

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Withdrawal out of 401K? Please attach documentation if available.

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Please provide Mortgage / Property Tax form(s) if paid taxes / insurance

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Please Upload any Additional Tax Forms that you have Received

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Dependent Credits Questions: Are you Married?

Have you ever been disallowed the Earned Income tax Credit, The additional child Tax credit, or the Child tax credit

Did you live in the United States all year?

If you are a single parent, Where's the other parents of your child/children?

What is the name of the other parent(s)

Why is the other parent not claiming the child?

If you are divorced or separated, when did you last live in the same home?

Do you have joint custody of your child?

How long did the child live in your home during the tax year? (in months)

How long did your child/children live in the other parent's home during the tax year? (in months)

How much income did the other parent have during the tax year?

Do you have a signed form 8332 granting the right to claim this child/children?

Did anyone else live in the home that provides financial support for your child/dependents?

Do you have full custody of your child/children

Is this your biological dependent?

Can or could anyone else be eligible to claim this dependent on their tax return?

Is your dependent married?

If you live alone, who babysits while you work (for children 12 and under)

Did you receive any type of supplemental, non taxable income such as child support, Welfare benefits, Social security, etc?

College Credits Questions: Name of the student(s)

Name of the college attended

Did all students attend at least half time?

Were they seeking a degree?

Did this student receive a tuition statement from the school?

How much money was spent on other books or materials in relation to college?

Did the student/students work during school?

How many tax years have you claimed the American Opportunity Tax Credit?

Were you ever charged with drug related felonies?

Please upload Statements of account history and copy of 1098T form from the college

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What filing status do you usually file with your taxes?

Are there other people living in the home not reported on the tax return? if so, what are their names and how much do they earn?

Client Engagement Letter

Review & Sign- Client Engagement Letter

Consent To Use Of Tax Return Information

Review & Sign - Consent To Use Of Tax Return Information

Consent To File Tax Return Electronically

Review & Sign - Consent To File Tax Return Electronically

Company Name

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not a Company".

I'm not representing a Company

Tax Intake Form Link

Dependent Information

Upload Requested Documents

7216 Bank Consent to Disclosure of Tax Return Information

Client Engagement Letter

Consent To Use Of Tax Return Information

Consent To File Tax Return Electronically

Submission Received - Check Your Email For Access To Your Client Portal & Next Steps !