Personal Information

What is your full legal name? *

What is your Social Security Number (SSN)? *

What is your date of birth? *

What is your phone number? *

What is your email address? *

Address

What is your current mailing address? *

City *

State *

Postal code *

Do you have a valid government-issued ID?

YES (upload below a photo of front & back ID)

NO (reach out to support)

FRONT and BACK DL's ID

UPLOAD HERE

Have you been disallowed from using a credit in the last 3 years

YES

Did you receive your Tax Refund from 2024? & If so, how much?

Employment Information

Will you be receiving a W-2 form from an employer?If yes, please upload your W-2(s) or Last paystub

W2 or Last PayStub Here

UPLOAD HERE

NOTE: You can only upload your last paystub at this time you will get a quote you will need to upload your W2 once received.

Dependent Information

Do you have any dependents? If yes, how many?

Please provide the following for each.

Dependent #1:

Legal Name:
Date of Birth:
Relationship to you:
Social Security Number:
Disabled?
How many months has the dependent lived in residence?

Dependent #1: Social Security Card and Document

UPLOAD ALL DOCUMENT FOR DEPENDENT #1

Dependent #2:

Legal Name:
Date of Birth:
Relationship to you:
Social Security Number:
Disabled?
How many months has the dependent lived in residence?

Dependent #2: Social Security Card and Document

UPLOAD ALL DOCUMENT FOR DEPENDENT #2

Dependent #3:

Legal Name:
Date of Birth:
Relationship to you:
Social Security Number:
Disabled?
How many months has the dependent lived in residence?

Dependent #3: Social Security Card and Document

UPLOAD ALL DOCUMENT FOR DEPENDENT #3

Dependent #4:

Legal Name:
Date of Birth:
Relationship to you:
Social Security Number:
Disabled?
How many months has the dependent lived in residence?

Dependent #4: Social Security Card and Document

UPLOAD ALL DOCUMENT FOR DEPENDENT #4

Dependent #5:

Legal Name:
Date of Birth:
Relationship to you:
Social Security Number:
Disabled?
How many months has the dependent lived on the residence?

Dependent #5: Social Security Card and Document

UPLOAD ALL DOCUMENT FOR DEPENDENT #5

Dependent #6:

Legal Name:
Date of Birth:
Relationship to you:
Social Security Number:
Disabled?
How many months has the dependent lived on the residence?

Dependent #6: Social Security Card and Document

UPLOAD ALL DOCUMENT FOR DEPENDENT #6

Self-Employment and Business

Do you have a business (operating or not) or a side gig? If yes, please describe the nature of the business or side gig.

Do you have business income and expenses to report? If yes, please upload any supporting documents (e.g., 1099 forms, receipts).

Supporting Documents (e.g., 1099 forms, receipts)

UPLOAD HERE

Will you need help with an itemized reconstruction of expenses?

Education

Are you a student?If yes, do you have a 1098-T form for tuition paid?

Upload your 1098-T

UPLOAD HERE (1098-T)

How many years have you had an 1098-T

Additional Income Sources

Do you receive Social Security Income (SSI)?

Do you receive any other forms of income (e.g., unemployment, alimony, rental income)?

If yes, please specify and upload supporting documents

UPLOAD HERE FOR SUPPORTING DOCUMENTS

Deductions and Credits

Are you a homeowner? If yes, do you have a 1098 Mortgage Interest Statement?

Please upload your 1098 form

UPLOAD YOUR 1098 FORM HERE

Do you pay child support? If yes, how much did you pay in the tax year?

Do you have any childcare expenses? If yes, please provide the caregiver's name, address, and Tax ID/EIN.

Do you have marketplace health insurance? If yes, do you have your 1095-A form?

Please upload your 1095-A

UPLOAD YOUR 1095-A FORM HERE

Banking Information

Is your bank or prepaid account in your name?

If yes, please provide:

Bank name:
Routing #:
Account #:

Do you prefer direct deposit for your tax refund?

If yes, please confirm your bank details:

Confirm Bank details here: *

Routing#:
Account#:

Taxpayer History

Do you have an Identity Protection (IP) PIN issued by the IRS? If yes, please provide the PIN:

Did you make estimated tax payments during the year? If yes, how much did you pay?

Additional Information

What is the full name of the person who referred you?

Do you have any outstanding tax debts? If yes, how much do you owe?

Did you contribute to a retirement account (e.g., IRA, 401(k))?

If YES, please upload relevant documents

UPLOAD RELEVENT DOCUMENTS HERE

Do you own or lease an electric vehicle?

If yes, do you have documents for tax credits?

Upload any year-end tax documents you may have received

UPLOAD YEAR-END TAX DOCUMENTS ONLY

Are you a U.S. Citizen or a Resident Alien?

I agree to terms & conditions provided . By All For You Tax Software, providing my phone number, I agree to receive text messages from the business.