Client Tax Questionnaire | AMR Tax & Accounting

Returning client

Confirm last year's information

This is what you told us for tax year . For each item, tell us if it is still the same or if something changed. We filled in the form below with these answers. Please review every section and update anything that changed.

About you

Please do not enter Social Security numbers on this form.

Full name *

Email *

Phone

Tax year *

What was your marital status on December 31? *

Did your marital status change during the year? (married, divorced, separated, or spouse passed away)

Yes No

Which of these apply to you this year?

Select everything that applies. We'll only ask about the sections you choose.

Children or dependentsClaiming a child or relative Head of HouseholdUnmarried & paying for a home for a dependent Self-employed1099 work, gig, side business, rideshare College expensesTuition for you, spouse or a dependent Childcare costsDaycare, babysitter or after-school care so you could work

Your income this year

Check every type of income you (and your spouse, if filing jointly) received. The IRS gets a copy of these forms, so please include everything.

How many W-2 jobs did you (and your spouse) have?

Do you have the forms (W-2, 1099s, statements) for every income source above?

Yes Some No

Anything to explain about your income? (new job, job ended, income that started or stopped)

Children & dependents

Add each child or relative you want to claim.

Could anyone else (another parent, grandparent, relative) also claim any of these children?

Yes No Not sure

Are you divorced, separated, or never married to the other parent of any child?

Yes No

Is there a custody agreement, or a signed Form 8332 releasing the claim to the child?

Child lives with me Other parent signed Form 8332 No / not sure

Compared with last year, did custody or where any child lived change?

Yes No First year claiming this child

Which documents could you provide to show the children lived with you? (if the IRS asks)

School records or statements Doctor, clinic or hospital records Lease or landlord statement listing the child Daycare or childcare provider records Social service / placement agency records Place of worship or community records I don't have any of these

Head of Household

Head of Household has strict IRS rules — please answer carefully.

If you were married on Dec 31: did your spouse live in your home at any time during the last 6 months of the year?

Yes No, we lived apart Not married

Did you pay more than half of the cost of keeping up your home this year? (rent/mortgage, utilities, repairs, property tax, insurance, food eaten at home)

Yes No Not sure

Approximate total yearly home costs ($)

Approximate amount you paid ($)

Who lived in your home with you, and for how many months?

Did anyone else (family member, roommate, partner) help pay household expenses?

Yes No

Self-employment / business

Questions we need to complete Schedule C accurately.

What kind of work or business?

When did you start?

Do you have a business license, EIN, or other registration?

Yes No Not required

How were you paid? (select all)

1099-NEC / 1099-MISC forms 1099-K (Uber, PayPal, Square, etc.) Cash Check, Zelle or bank transfer

Total business income for the year ($)

Total business expenses ($)

How do you keep track of income and expenses?

Separate business bank account Bookkeeping software or spreadsheet Receipts and invoices Bank or card statements Mileage log I don't keep records — these are estimates

Did you use a vehicle for business?

Yes No

Do you have income not reported on a 1099 (cash, tips, etc.)?

Yes No

College / education

Student name

School

Did the school issue a Form 1098-T?

Yes No Not sure

Can you provide receipts for tuition, fees, books and required supplies?

Yes No

Was the student enrolled at least half-time in a degree or credential program?

Yes No Not sure

Had the student completed the first 4 years of college before this year?

Yes No

How many prior years has the American Opportunity Credit been claimed for this student?

Childcare / dependent care

For the Child and Dependent Care Credit (Form 2441) we need each provider's name, address and tax ID.

Provider name(s): daycare, babysitter, after-school program

Can you get each provider's address and EIN or SSN? (do not enter it here)

Yes No Not sure

Total you paid for care this year ($)

Was the care for a child under 13 (or a dependent or spouse who cannot care for themselves)?

Yes No

Did you pay for care so you (and your spouse, if married) could work or look for work?

Yes No

Did your employer pay for care or give you dependent care benefits? (W-2 box 10)

Yes No Not sure

Prior years & records

Has the IRS ever reduced or denied your Earned Income Credit, Child Tax Credit, American Opportunity Credit, or Head of Household status?

Yes No Not sure

Did you file Form 8862 afterwards to claim it again?

Yes No Not sure

If the IRS asks, will you be able to provide documents that support your return?

Yes Some No

Anything else we should know?

Confirmation

I confirm the information I provided is true, correct and complete to the best of my knowledge, and I understand AMR Tax & Accounting will rely on it to prepare my return.

I agree to sign this questionnaire electronically. My electronic signature has the same legal effect as a handwritten signature, and I can ask AMR Tax & Accounting for a paper copy at any time.

Type your full legal name *

Date

Sign below with your finger or mouse *

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Tax questionnaire

Returning client?

Confirm last year's information

About you

Which of these apply to you this year?

Your income this year

Children & dependents

Head of Household

Self-employment / business

College / education

Childcare / dependent care

Prior years & records

Confirmation

Thank you!