SN TRU TAX INTAKE FORM

Welcome to TRU TAX. Please complete this form to provide us with the information to best serve you. If you have any questions please contact SHERRITA at 678-827-9004 or email snelson@trutaxaccountingsolutions.com We look forward to serving you!

First Name *

Last Name *

Email *

Street Address *

Street Address Line 2

City *

State / Province *

Postal / Zip Code *

Phone Number *

Alternative Phone Number

Did someone refer you?

How would you like your refund? *

Direct Deposit Prepaid Card

Tax Payer's Date of Birth *

Tax Payer's Social Security Number *

How Many W2's Does The Tax Payer Have? *

Name of Bank *

Routing Number *

Bank Account Number *

Spouse's Full Name

Spouse's Phone Number

Spouse's Date of Birth

Spouse's Social Security Number

How many W2's Does Your Spouse have?

Spouse's Email Address

Preferred Method of Contact *

Do you own a business and/or were you self-employed? *

Yes No

Do you have an EIN number for your business?

Yes No

If yes please list your EIN number, if no put N/A.

How much profit was made for your business?

Do you certify the profit made is true, accurate and is given to use as a source of income for your Federal and State return?

Yes No N/A

Did you incur material expenses to operate your business in?

Yes No N/A

Did you and your spouse live apart during the calendar year?

Yes No N/A

What was your filing status? *

Did you pay over half the expenses of maintaining your residence for the entire year?

Yes No N/A

Can anyone claim you as a dependent?

Yes No

Did you support a child or family member for more than 6 months out of the year?

Yes No

If you are not the parents why isn't either of the parents/legal guardian carrying the dependents?

How many dependents are you claiming?

Dependent #1 Full Name

Dependent #1 Date of Birth

Dependent #1 Social Security Number

What is the relationship to dependent #1 (son, daughter, nephew)?

How many months did dependent #1 live with you in the calendar year?

Dependent #2 Full Name

Dependent #2 Date of Birth

Dependent #2 Social Security Number

What is the relationship to dependent #2 (son, daughter, nephew)?

How many months did dependent #2 live with you in the calendar year?

Dependent #3 Full Name

Dependent #3 Date of Birth

Dependent #3 Social Security Number

What is the relationship to dependent #3 (son, daughter, nephew)?

How many months did dependent #3 live with you in the calendar year?

Are there any dependents in daycare?

Yes No

Your (First Name Last Name) received childcare services from

The childcare provider social number

Street Address

Address Line 2

City

State

Zip

For the services paid in the amount of $

Signature

Did you have insurance for the entire year?

Yes No

Did your dependents have insurance for the entire year?

Yes No N/A

If you had insurance through the marketplace, did you receive a 1095A Health Insurance Marketplace statement? (Not providing this form to IRS could delay your refund)

Occupation

IP PIN (Number)

Healthcare/Marketplace 1095A

Upload a file or drag and drop

50 MB limit per file

Have you ever been denied the Earned Income Tax Credit (EITC)?

Yes No

Did you attend college in this calendar year?

Yes No

Did your spouse attend college this calendar year?

Yes No N/A

Do you have a Form 1098T (Tuition Statement) for either you, your spouse and/or dependents?

Yes No

If you were self-employed in this calendar year, were you unable to perform services because of certain coronavirus related circumstances?

Yes No N/A

Please upload Front of ID.

Upload a file or drag and drop

50 MB limit per file

Please upload back of ID.

Upload a file or drag and drop

50 MB limit per file

Please upload Social Security Card.

Upload a file or drag and drop

50 MB limit per file

Please upload W-2.

Upload a file or drag and drop

50 MB limit per file

Please upload 1099.

Upload a file or drag and drop

50 MB limit per file

Please upload dependent socials.

Upload a file or drag and drop

50 MB limit per file

Supporting documents: (example: bank statement, lease, school report card etc.)

Upload a file or drag and drop

50 MB limit per file

Please check and confirm all numbers including social security numbers, bank account information before submitting. Please check and confirm all names are spelled correctly and all information is correct. All files can be emailed to snelson@trutaxaccountingsolutions.com

I confirm and agree that all information is correct.

I am giving Tru Tax Accounting Solutions permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Tru Tax Accounting Solutions holds no responsibility for any misrepresentation or false claims.

I Agree

Signature *