A tax preparation questionnaire is a pre- formality tax questionnaire used to fill the initial details to file the tax. This questionnaire is necessary to be filled to declare the gross income and to check which slab of the tax percentage is applicable on the total financial income. People fill this form by contacting the government tax department, tax agent, charted accountants or by using online method.
Sample Tax Preparation Questionnaire:
Name of the person: __________________
Social security number: _______________
Marital status: _______________________
Spouse social security number: ___________
Q3. Kindly explain the sources of incomes do you have:
Q4. You receive this income as:
- An employee
- An employer
- From property resources
- Self employment
- Others: ____________________
Q5. Kindly mention your steady income amount:
Q6. Are any of your home members paying high taxes?
- Not sure
Q7. Do you have any saving or investment income?
Q8. Please choose the type of your investment income or savings:
- You rent the property to someone else
- Capital gains & dividends
- You have additional high return investments
- You rented vehicles for additional income
- You have pension plans
- Others, ______________
Q9. Kindly mention if you have some mortgage running plans:
Q10. Do you own certain property such as house, plots and land, etc?
- If yes, kindly provide the full details: _____________
Q11. If you have any other source of income then mention it here?
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