Tax Preparer Questionnaire

A tax preparer questionnaire is prepared by the appointed tax agents, tax departments and charted accountants by estimating the total valuable assets and income. By filing such a form, one can declare the available assets and other income details. It is necessary to fill this questionnaire to provide an overview of the taxpayer income profile.

Sample Tax Preparer Questionnaire:

Name of the taxpayer: __________________

Date of birth: ___/____/____

Sex: ___________ Age: _____________

Address: _________________________

Marital status: ___________________

Name of the spouse: ______________

Date of birth: ___/____/___

Age: __________________________

Address: _____________________

Q1. Fill the official details:

• SSN number of the taxpayer: _____________
• Occupation: __________________________
• SSN number of the spouse: ______________
• Occupation: _________________________

Q2. Are you filing the tax return as a couple jointly?

• Yes
• No

Q3. Are you active partially or fully in any sort of government duty?

• Yes
• No

Q4. How would you like to file the tax?

• Yourself
• Through online
• Through Agent or CA

Q6. Please choose the disbursement option:

• Direct deposit on tax return
• Debit card on tax return
• Check mailed to the above address
• Others: _____________________

Q7. Provide the details of the movable and immovable property:

_________________________

• Address of the property: ____________________

_______________________________________

Q8. Mention the details of your assets?

__________________________

Q9. Kindly mention your overall per annum income:

$ ____________-

Q10. Tell us your other sources of income:

• Rental property
• A personal residence lease
• Business farm
• Employment
• Stocks, shares, funds and binds, etc.

Q11. Please specify the detail of dependents:

• Name: __________________, ________________, ______________
• Age: _____,________,____________
• SSN no: ________________, ________________, ______________
• Relationship: _____________, ____________, _________________