Taxpayer Name
Occupation
Date of birth
SSN
Address
Street Address
City
State
Country
Country
Postal Code
Phone
*
Email
*
Name of Spouse
Spouse's Date of Birth
Spouse's SSN/TIN
Filing Status
Single
Married Filing Separately
Married Filing Jointly
Head of Household
Widow(er)
Date of Spouse's Death
Wages/Income Information (Check all that applies)
W-2 Wages
W-2G Gambling or Lottery Winnings
1099 Miscellaneous/Self Employed
Cash Income not reported on 1099
1099G Unemployment Wages
Rental Property Income
Investment Income
Interest Income from Savings, CD's etc
How Many Dependents?
Add the names of all dependents (number each one), DOB, SSN, Relationship, Months in HH, Age
Please Upload your W2
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Please upload your 1099
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Please upload your Drivers License
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Please upload your Social Security
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Check all that apply and be prepared to share the details
Childcare Income
Car Detailing Income
Home Health Income
Janitorial Income
Catering Income
Barber/Stylist Income
General Freight Income
Other Business Income (not listed)
Business Loss
Add the expense Amount of each checked income.
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