Individual Tax Return Questionaire

This questionnaire was designed to help our clients get an idea of what documents they will need in order to prepare their tax return.
While filling out the questionnaire, please do not list important information such as Social Security Numbers or Bank Account Numbers.
Before you submit, please remember to print your summary and use it as a guide when gathering your tax documents.
After your submission, you will be contacted via email with further instructions.

Contact Information

Name:*
Address:*
Phone:*
-
E-mail:*

Personal Information

Did you file your previous year tax return?*

STOP!

If you have problems with the IRS and have not filed 1 or more tax returns, please do not wait any longer to resolve these issues.
Do not worry, we can help! Please call us at 281-575-1680 for further information and a better assessment.
Remember: The late-payment penalty for the IRS is 0.5% of the tax owed for each month or part of a month that the tax remains unpaid after the due date, up to 25%.
In addition to penalties and interest, you may lose the opportunity to take refundable tax credits like the Earned Income Credit, the Child Credit and others.
Did Bizkeeping prepare it? *

Please provide us with a copy of your previous year tax return if available. If not available, please provide SSN's, Dates of Birth, and full names of taxpayer, spouse, and dependents.

Do you have any changes in personal information and/or exemptions from your 2015 filing?*
Type of change:*
List Changes:*

Income

What types of Income apply to you (& spouse)? (Please select all that apply)*

Please provide copies of all W-2's for you and your spouse.

If you are self-employed or work as an independent contractor, please provide us with any records of income, including any 1099 MISC that you may have received.

Did you know?

Depending on your line of work, you may be able to deduct:

  • Advertising
  • Car and Truck Expenses
  • Commissions and Fees
  • Contract Labor
  • Depreciation on Fixed Assets
  • Insurance (health, liability, auto, etc.)
  • Interest
  • Legal and Professional Expenses
  • Office Expenses
  • Rent
  • Repairs and Maintenance
  • Supplies
  • Taxes and Licenses
  • Travel and Entertainment
  • Utilities

If you think you are eligible to deduct these or any other work related expense, please provide a summary.

Note: You must be able to provide proof (receipts) upon IRS request.


If you have interest income, dividends, or capital gains and losses, please provide 1099-INT, 1099-DIV, 1099-B, K-1 schedules or Brokerage Packages.

If you have interest income, dividends, or capital gains and losses, please provide 1099-INT, 1099-DIV, 1099-B, K-1 schedules or Brokerage Packages.

If you have a rental property, please provide a summary of the income received. If your tenant issued you a 1099 MISC, please provide us with a copy. Did you know? If you have a rental property you may be able to deduct the following expenses:
  • Advertising
  • Auto Expenses
  • Cleaning and Maintenance
  • Commissions and Fees
  • Depreciation on Home
  • Insurance
  • Management Fees
  • Mortgage Interest
  • Legal and Professional Expenses
  • Repairs
  • Supplies
  • Taxes and Licenses
  • Travel and Entertainment
  • Utilities
If you have incurred any of these expenses and believe they may be deductible by you, please provide us with a summary of the payments you have made. Note: You must be able to provide proof (receipts) upon IRS request.

If you have unemployment income please provide the form 1099- G.

If you receive Social Security Benefits please provide us with form SSA-1099.

If you received a distribution from an IRA, retirement plan, or pension plan, please provide form 1099-R.

If you have foreign income, please contact us for additional information on required documentation.

While foreign income may be taxable, you may qualify for a foreign income credit.

If you had any debt forgiven or cancelled, it maybe taxable. Please provide us with the 1099-C issued to you by the lender.
Please list all types of other income. *

*Other types of income include alimony, farming income, sale of a property, jury duty, gambling or lottery winnings, distributions from Health Savings Accounts, scholarships, disability, and/ or unreported tips. If you have any of the previously mentioned, please bring it to our attention so we can determine the correct tax treatment for you.

Adjustments to Income

Do you have a Health Savings Account?*
Did you make any contributions to this account?*

This may help lower your taxable income, please provide form 5498-SA for contributions made to your HSA.

Do you have an IRA? *
Did you make any contributions, or plan to make any contributions to this plan before the April deadline?*

This may help lower your taxable income, please provide form 5498 and/or other records.

Do you pay alimony?*

Please provide the following:

  • Recipient First and Last name
  • SSN
  • Amounts Paid

Note: You must be able to provide records of payments upon IRS request.

Do you have any of the following unreimbursed employee business expenses? *
Please summarize the expenses below: *

If you have incurred any of these expenses and believe they may be deductible, please provide us with a summary of the payments you have made.

Note: You must be able to provide proof (receipts) upon IRS request.

Are you or any of your dependents enrolled in higher education?*

This may help lower your taxable income, please provide us with a form 1098-T and/ or receipts for other education expenses.

Also please answer the following:

Enter Name of Student 1:*
Please complete for student 1: *
Do you need to enter more than 1 student?*
Enter Name of Student 2:*
Please complete for student 2:*
Do you need to enter more than 2 students?*
Enter Name of Student 3:*
Please complete for student 3:*
Do you need to enter more than 3 students?*
Enter Name of Student 4:*
Please complete for student 4:*
Do you need to enter more than 4 students?*
Enter Name of Student 5:*
Please complete for student 5:*
Do you need to enter more than 5 students?*

If you need to enter more than 5 students, please contact us.

Did you pay interest on any student loans? (If applicable)*

This may help lower your taxable income, please provide form 1098-E or related loan statements.

Did you know?


The IRS allows you to take the higher of the standard deduction or the itemized deductions to help lower your taxable income.
To help you determine if itemized deductions are beneficial to you, in the next section we will be asking you about your home mortgage, property taxes, medical expenses, and other miscellaneous items.

If you know that you do not want to take the itemized deductions you can choose to skip the following section.


Would you like us to help you determine if the itemized deductions are best for you?*
Do you have unreimbursed medical or dental expenses? *
Please summarize your medical/ dental expenses below: *

Note: You must be able to provide proof (receipts) upon IRS request.

Do you own a home?*
Do you have an escrow account on your home?*

Please provide us with the annual tax and interest statement from your escrow account.

Do you have a mortgage on your home?*

Please provide form 1098 for home mortgage interest and/ or points.

Does your mortgage require you to have a private mortgage insurance?*

If you have the private mortgage insurance, please confirm that this amount is listed on your 1098 form.

Do you pay personal property taxes on your home?*

Please provide tax receipts and/ or copies of payments.

Did you refinance a mortgage or take out a home equity loan?*

Please provide applicable documents.

Do you own a second home?*

If you own a second home, please provide any of the following documents if applicable:

  • Escrow Account details
  • If not on Escrow Account, Mortgage Interest Statement (1098)
  • If not on Escrow Account, Property Taxes paid during the year

There are no questions for you on this page,

Please press "Next"

Did you make any contributions to charity?*
Please summarize your contributions below:*

Note: You must be able to provide proof (receipts) upon IRS request.

Did you lose property or have damage to a property due to a casualty, theft, or condemnation?*

According to IRS Publication 547 :

To deduct a casualty or theft loss, you must be able to show that there was a casualty or theft. You also must be able to support the amount you take as a deduction.

For a casualty loss, you should be able to show all of the following:

  • The type of casualty (car accident, fire, storm, etc.) and when it occurred.
  • That the loss was a direct result of the casualty.
  • That you were the owner of the property, or if you leased the property from someone else, that you were contractually liable to the owner for the damage.
  • Whether a claim for reimbursement exists for which there is a reasonable expectation of recovery.

Theft loss proof. For a theft loss, you should be able to show all of the following:

  • When you discovered that your property was missing.
  • That your property was stolen.
  • That you were the owner of the property.
  • Whether a claim for reimbursement exists for which there is a reasonable expectation of recovery.
If you are not a teacher, performing artist, or fee based government official, Did you incur any unreimbursed employee business expenses? *
Some examples of these are uniforms and protective clothing, job travel and entertainment, union and professional dues, and job education. If you have incurred any of these expenses and believe they may be deductible by you, please provide us with a summary of the payments you have made. Note: You must be able to provide proof (receipts) upon IRS request.
Summary of Payments made, if available:
Tax preparation fees may be deductible, how much did you pay in 2016?*

There are no questions for you on this page, 

Please press "Next"

Affordable Care Act

Starting in 2014, the individual shared responsibility provision calls for each individual to either have minimum essential coverage for each month or qualify for an exemption. If you can afford health insurance but choose not to buy it, you must pay a fee that is sometimes called the "penalty," "fine," or "individual mandate."


The fee for not having coverage in 2016 & 2017: The fee is calculated 2 different ways – as a percentage of your household income, and per person.

You’ll pay whichever is higher.

Percentage of income:

  • 2.5% of household income
  • Maximum: Total yearly premium for the national average price of a Bronze plan sold through the Marketplace

OR Per Person:

  • $695 per adult
  • $347.50 per child under 18
  • Maximum: $2,085

Did you, your spouse, and/ or your dependents have minimum essential coverage in 2016?*
If your health insurance coverage is provided by the Obamacare marketplace, you will receive form 1095-A. If your health insurance coverage is provided by a private insurance bought by you, you will receive form 1095-B. If your health insurance coverage is provided by your employer, you will receive form 1095-C. Please bring the 1095 form that applies to you.
Was there any month in the tax year where the individual health insurance mandate was not met for you, your spouse, and/ or your dependents?*
Did you have a Health Insurance Marketplace granted coverage exemption or are you claiming a coverage exemption?*
What coverage exemption are you claiming? Please provide the related documentation. *
Note: You owe the fee for any month you, your spouse, or your tax dependents don’t have health insurance that qualifies as minimum essential coverage.
Did you make any federal estimated payments?*
We will need to know, dates and amounts of payments. If possible, please provide proof of payments.
Have you filed for an extension?*
Did you make any payments with your extension?*
If we did not file the extension for you, please provide us with a copy of form 4868 and record of payment if applicable.
Would you like your refund or payment to be made directly from your bank account?*
We will need:
  • Name on the Account
  • Type of Account (Checking or Saving)
  • Routing Number
  • Account Number
If possible, please provide us with a voided check.

Starting this year, we will need a copy of your valid State ID or Driver’s License to comply with new IRS identity protection & verification processes.

Additionally, based on your selections, below is a summary of what we need in order to prepare your tax return:

  • Copy of your previous year tax return if available. If not available, please provide SSN's, Dates of Birth, and full names of taxpayer, spouse, and dependents.
  • Copies of all W-2's for you and your spouse.
  • Records of Self Employed Income
  • Records of Self Employed Expenses
  • Copies of 1099-INT, 1099-DIV, 1099-B, K-1 schedules or Brokerage Packages
  • Records of Rental Income
  • Records of Expenses Incurred for Rental Property
  • Copies of Form 1099- G for Unemployment Income
  • Copies of form SSA-1099 for Social Security Benefits
  • Copies of 1099-R for distributions received from an IRA, retirement plan, or pension plan


  • Please contact us for additional information on required documentation in regards to your foreign income.
  • Copies of form 1099-C for any debt forgiven or cancelled
  • Documents related to your other income.
  • Copies of form 5498-SA for contributions made to your HSA
  • Copies of form 5498 and/or other records for contributions to your IRA
  • Records of Alimony Payments:
    • Recipient First and Last Name
    • SSN
    • Amounts Paid
  • Copies of form 1098-T and/ or receipts for other education expenses
  • Copies of 1098-E or related student loan statements
  • Copies of your annual tax and interest statement from your escrow account.
  • Copies of form 1098 for home mortgage interest, mortgage interest points, and/ or private mortgage insurance
  • Copies of property tax receipts and/ or copies of payments
  • Documents related to your home equity loan or refinanced mortgage
  • Documents for Second Home:
    • Escrow Account details
    • If not on Escrow Account, Mortgage Interest Statement (1098)
    • If not on Escrow Account, Property Taxes paid during the year

  • Documents supporting your casualty or theft loss.

  • Copy of the health insurance coverage form 1095 that applies to you. (1095-A if covered by the marketplace, 1095-B if covered by a private insurance personally purchased, or 1095-C if covered by your employer)
  • Copies of federal estimated payments if possible. If not, please provide dates and amounts only.
  • Copies of form 4868 (Extension of time to file)
  • Copies of payment made (if applicable)

Banking Information:

  • Name on the Account
  • Type of Account (Checking or Saving)
  • Routing Number
  • Account Number
  • Voided check if possible

Before you submit!

Please print and use this summary as a guide when gathering your tax documents.

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