A tax credit questionnaire is an essential document widely used by the masses to claim the tax credit amount available on the total income type. Such a questionnaire is kept as the record by the tax department, tax agent and the charted account for the future reference.

Sample Tax Credit Questionnaire:

Personal details:

Your name: _________________

Date of birth: ___/___/____

Age: ______, Sex: ______

Official Address: _______________, Postal code: ____________

Marital status: ________

Q1. Please fill the official details:

  • Tax file number: ________________
  • Tax id of the tax payer: ___________
  • Social security number: __________

Q2. Kindly mention if your spouse is paying the tax:

  • Social security number: _________
  • Date of birth: ___/____/___
  • Age: _____

Q3. Provide the occupational details:

  • Type of profession: _____________
  • Total income: $ ________________

Q4. Since how long have you filing the income tax? :


Q5. Did you claim a tax credit every time?

  • Yes
  • No
  • If yes, please write the amount you get as a refund: $ ___________

Q6. Tell us, if you have claimed the tax credit in last month’s which you did not receive?

  • Yes
  • No
  • If yes, write the matter: __________________________________

Q7. Are you aware about the tax rebate eligible for your tax credit slab?

  • Yes
  • No

Q8. Kindly write the current tax you paid this year:

$ _________________

Q9. Please provide us your personal tax code number: _____________

  • You filed this tax through:
  • A registered tax agent
  • Online
  • Tax department
  • Charted accountant

Q10. Kindly provide the bank account number in which you want the tax credit to be credited: