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1040 Tax
Name
Date of Birth
SSN
phone
Address
City
Zip Code
email
Married
Name
SSN
Date of Birth
Email
Phone
You are claiming Dependents
Dep1 Name
Dep1 SSN
Dep1 DoB
Dep1 Rel
Dep2Name
Dep2 SSN
Dep2 DoB
Dep2 Rel
Dep3 Name
Dep3 SSN
Dep3 DoB
Dep3 Rel
Dep4 Name
Dep4 SSN
Dep4 DoB
Dep4 Rel
Wages
Form W2 - Wages
Form W2 - Wages
Yes
NO
Form NEC/MISC Schedule C
Form NEC/MISC Schedule C
Yes
NO
Form INT/DIV
Form INT/DIV
Yes
NO
Form 1099R - Retirement
Form 1099R - Retirement
Yes
NO
Form SSA - Social Security
Form SSA - Social Security
Yes
NO
Form 1099B/Form 8949 - Cap Gains/Losses
Form 1099B/Form 8949 - Cap Gains/Losses
Yes
NO
Advance Child Credit
Advance Child Credit
Yes
NO
Stimulus
Stimulus
Yes
NO
Alimony
Alimony
Yes
NO
Crypto
Crypto
Yes
NO
Rental - Schedule E - if true then send Cloze template for Rental property
Rental - Schedule E - if true then send Cloze template for Rental property
Yes
NO
Business - Schedule C or E - If true, determine if the business is Sole, Partnership, S or C
Business - Schedule C or E - If true, determine if the business is Sole, Partnership, S or C
Yes
NO
Mortgage - Form 1098
Mortgage - Form 1098
Yes
NO
Form
Student - Form 1098T
Charity - Schedule A
Child care - Form 2441
Residential Energy Credit - Form 5695
Hybrid or Electric Vehicle Credit - Form 8910 or 8936
PremTaxCredi - Form 1095A
HSA - Form 1099SA
Est Tax Payments - Ask client for details
Foreign Tax Credit - Form 1116
Garnish - Inform Aris if True
submit ⟶
Required Inormation For S cooperation
Legal Name of Business
Address
EIN Number
Incorporation date of business
start date of business
business activity
Partner details
Owner details
Name
SSN
Country
Percentage ownership
Phone Number
Financial information
Entity Type
Filing Year
Email
submit ⟶
Required Inormation For FBAR
Legal Name of Business
Address
EIN Number
Incorporation date of business
start date of business
business activity
Partner details
Name
SSN
Country
Percentage ownership
Authorized Representative of business
Financial information
Balance sheet
Profit & Loss
Pervious tax return if available
Email
submit ⟶
Required Inormation For FBAR
Name
Date of Birth
phone
email
Address
City
Zip Code
SSN/ITIN/EIN
Joint Owner
Name
Address
SSN/ ITIN
Acount number with joint Owner
submit ⟶
