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

Name: ________________________________

Social Security Number: _________________________________

Address: ______________________________________

City: ________________ State: ___________________  Zip: _________________

Telephone: ____________________  Fax: ____________________________

Age:________________________ Occupation:_____________________________

Q1. Is this the first time you are claiming for tax credits?

a)   Yes

b)   No

Q2. Which of the following tax credits are you applying for?

a)   Child tax credit

b)   Working tax credit

c)   Others

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?

a)   Yes

b)   No

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

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