Tax Return Questionnaire

A tax return questionnaire is used by the people, who wish to get claim the tax return. By filling this questionnaire, one can receive the amount of tax as a return which has been paid by them as an extra amount. To file such a questionnaire, a charted accountant, tax agent and tax department and online procedures are recommended.

Sample Tax Return Questionnaire:

Full Name of the tax payer: ______________

Official Address: _______________________

Phone number: ________________________

Tax file number: ______________________

Social security number: _________________

Date of tax filing: ___/____/____

Marital status: ____________

Social security number of the spouse: ______________

Q1. Please fill the following details:

  • Your Occupation: ________________
  • Fill the total income on which the tax was filed: $_______________
  • Mention the percentage of a tax slab: ____%

Q2. Give us the details of independents:

  • Number of children: ________________
  • Name of children: __________________
  • _________________________________
  • Age: _____________, ______________
  • Parents: _________________________
  • Details: _________________________

Q3. Did you change your income tax circle since you are filing for income tax?

  • Yes
  • No

If yes, please give the details: ____________________

Q4. Did you attach the following given documents for claiming your tax release?

  • Social security year end statement
  • Wages end year statement
  • Interest end year statement
  • Dividends end year statement

Q5. Are you sure these above enclosed statements are true and similar with your previous tax file claim?

  • Yes
  • No
  • Not sure

Q6. Kindly ensure if you have put in all credit statement:

  • Yes
  • No

Q7. Have you enclosed all of your employee business expenses?

  • Yes
  • No

Q8. Fill the following necessary details:

  • Total amount of tax return $_________
  • Tax id: _________________________

Category: Tax Questionnaire

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