Personal Tax Questionnaire
A personal tax questionnaire is a powerful tool used by the government to collect the tax related information from the individuals. Such a questionnaire can be filled up with the help of charted accountants and bankers by providing the necessary information about the personal properties and incomes.
Sample Personal tax Questionnaire:
Personal details of the taxpayer:
First name: middle name: last name:
Official address: ___________________________________________
SSN no: ___________________________________________________
Spouse details (if married):
Social security number: _____________
Registered Address: __________________________
Q1. Kindly fill the deceleration of dependents:
- Name: __________________
- Sex: __________
- Age: _________
- Relationship with the taxpayer: _______________
- Social security number: _____________________
Q2. Please mention the tax payments made for the current year?
Q3. Choose the tax shift in which the taxpayer is going to file the tax:
- March- August
- September- February
Q4. Mention the expected income tax refund: $ _____________
Q5. Did you receive the tax estimation brochure for the same?
Q6. What is your occupation?
- Self employed
- Corporate business
Q7. What types of incomes do you have?
- Investment plans
- Funds, bounds, stocks
- Rental & lease property
- Others: ____________
Q8. Do you have any sort of mortgage plan?
Q9. Are you paying or receiving any interests on some investments:
If yes, kindly provide the details: ______________
Q10. Please write the bank account number to be associated with this personal tax return:
Category: Tax Questionnaire