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:

Sex: _______

Age: _______

Official address: ___________________________________________

SSN no: ___________________________________________________

Spouse details (if married):

Name: _____________________________

Age: ______________________________

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?

  • Yes
  • No

Q6. What is your occupation?

  • Self employed
  • Employee
  • Employer
  • Corporate business

Q7. What types of incomes do you have?

  • Salary
  • Investment plans
  • Funds, bounds, stocks
  • Rental & lease property
  • Others: ____________

Q8. Do you have any sort of mortgage plan?

  • Yes
  • No

Q9. Are you paying or receiving any interests on some investments:

  • Yes
  • No

If yes, kindly provide the details: ______________

Q10. Please write the bank account number to be associated with this personal tax return:


Category: Tax Questionnaire

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