Tax Questionnaire Form


A tax questionnaire form is useful to file tax returns or tax forms as per the government rules and regulations. The following questions test the personal and occupational details of the individual so that the appropriate tax calculation can be done.

Sample Tax questionnaire form:

Name:                               ______________________________ (First name followed by last name)

Name of the partner/spouse:        ______________________________

Phone number:           ______________________________ (Prefix with STD code)

Age:                          ___________              Date of Birth: ___________________

Address:                    _________________________________________________

Q1. Please name your dependants and fill the details.

Name: ___________ Relation: ____________ Age: ______ Date of Birth: __________

Name: ___________ Relation: ____________ Age: ______ Date of Birth: __________

Name: ___________ Relation: ____________ Age: ______ Date of Birth: __________

Name: ___________ Relation: ____________ Age: ______ Date of Birth: __________

Q2. Do you have any children that are currently pursuing their studies?

a)   Yes

b)   No

Q3. If the answer to the above question is ‘yes’, please provide the amount incurred in their educational expenses?

____________________________________ (Amount in words)

Q4. Please tick the right option among below

a)   I have an individual own house

b)   I have a rented house

Q5. If the answer to the above question is (b), please mention the amount of rent paid per month

_________________________ (Amount in words)

Q6. Mention the house owner details below

Name of the house owner: ___________________ (Attach a house rent proof)

Address: __________________________________________________________________ (Include the Zip code also)

Q7. If the answer to the Q4 is (a), have you taken a loan for your house?

a)   Yes

b)   No

Q8. If ‘yes’, please provide the amount of interest being paid?

___________________________ (Amount in words)

Category: Tax Questionnaire

Comments are closed.

Copy Protected by Chetan's WP-Copyprotect.