Tax Credit Eligibility Questionnaire
Tax credit eligibility questionnaire helps individuals preparing to claim for income tax credit or earned income tax credit (EITC) to identify the various criteria for eligibility and if they meet those criteria’s or not. The questionnaire also helps tax consultants and tax officials in determining if the individual filing for a income tax credit claim is eligible or not. Based on the information provided in the questionnaire, income tax officials can also determine the actual earnings of the individual in question.
Tax Credit Eligibility Questionnaire Sample
Social Security Number: _________________________________
City: ________________ State: ___________________ Zip: _________________
Telephone: ____________________ Fax: ____________________________
Q1. Is this the first time you are claiming for tax credits?
Q2. Which of the following tax credits are you applying for?
a) Child tax credit
b) Working tax credit
Q3. Which of the following payment amounts are you earning want to apply for working tax credit for?
a) Maximum basic taxable amount
b) Maximum lone parent basic amount
c) 30 hour a week amount
d) Disability amount
e) Severe disability amount
f) Age 50 plus return to work element (16-29 hours)
g) Age 50 plus return to work element (30 hours)
h) Approved childcare payment amount
Q4. Is the claim for income tax credit based on income calculated on pro rata basis?
Q5. What is the amount of your income tax for the current year?
Q6. What is the amount of your income tax for the current year on pro rata basis?
Q7. Are you filing for income tax credit claim for yourself or on behalf of someone?
Category: Tax Questionnaire