Personal Information

Address

Fill this out only if you were provided one by the IRS

Filing Status

upload at least one of the following: utility bill, lease agreement, mortgage statement, bank statement, divorce decree, separation agreement, or rent statement
  • No
  • Taxpayer
  • Spouse
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  • List is empty.

Income

Self-Employed

(If you checked self employed, please answer the following)

Self-Employed Reconstruction of Income
Self-Employed Reconstruction of Expenses

I certify that all of the information and documents that I have provided to PLUS MORE AND SOME TAX SERVICES LLC in preparing this tax return for my business is true to the best of my knowledge. PLUS MORE AND SOME TAX SERVICES LLC will not be held liable for any discrepancies that arise due to these verbal statements or documents that I have provided. I agree to all of these statements and do hereby grant PLUS MORE AND SOME TAX SERVICES LLC and the Tax Preparer permission to complete and submit my tax docs electronically.

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Household Income Worksheet

Only fill out this section if you were paid cash and worked inside the home

Household Income 1
Household Income 2
Household Income 3
Household Income 4
Household Income 5
Household Income 6

Education

College Address

Dependents

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Dependent 5

Due Diligence

*To be completed by all taxpayers with dependents

Loan Advance

Refund Receive Type

Documentation Upload

Use this section to upload ID Cards, W-2s, Social Security Cards, Birth Certificates, Pay Stubs, SNAP/TANF Award Letter, Unemployment 1099-G, etc.

Document 1

Document 2

Document 3

Document 4

Document 5

Document 6

Regarding Qualifying Children for Earned Income Credit

According to the information you provided in regards to the dependent(s), the dependent(s) is/are your biological child, grandchild, niece, or nephew, etc.

I discussed with you a qualifying child cannot be used by more than one person per tax period. One person is one of the parent(s) if married filing jointly.

If filing Head of Household, you attest that you can provide a lease or utility bill in your name at your current address.

Please note: You are stating that you provide over 50% of care and support for the dependent(s), you are the sole provider for the dependent(s), the dependent(s) lives with you for more than half the year, and no one else is eligible to claim the dependent(s).

By signing below, you are stating that the dependent(s) information on your tax return is true, correct, and has been documented by your preparer. You are stating that you are not providing your preparer with any false/fraudulent information.

ANY AND ALL INFORMATION HAS BEEN FILLED OUT BY ME TO THE BEST OF MY KNOWLEDGE. THE DATA FILLED OUT BY ME, (THE TAXPAYER) ,IS ACCURATE AND TRUTHFUL. I give, Plus More And Some Tax Services, LLC., authority to use the information provided by myself, the taxpayer, for filing purposes. 

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