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TAX QUESTIONNAIRE

For NEW clients, please complete our questionnaire form along with uploading your latest tax documents needed for preparing and filing.

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1120S/1120

Please answer input the necessary information below:

Business Info:
1

Did you start or discontinue any product or service lines during the tax year?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
2

Did you do business in any states other than your home state?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
3

Did you receive payments through a merchant account?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
4

Did you receive payments in cash?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
5

Did your business experience any disruptions during the year?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)

1040 - Single

Please input the necessary information below:

Primary Taxpayer's info:
Spouse of Taxpayer's info:
1

Did your employment status change during the tax year? If so, please describe the change, including details about the number of employers, their names, and any documents received, in the text box below. Also, upload any relevant documents.

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
2

Did you earn income from sources other than your primary job? If so, please describe the activities and upload any supporting documents, such as Form 1099 for income and receipts for expenses, in the text box below.

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
3

Did you receive any Social Security benefits, alimony, awards, gifts, or state rebate/refund payments (e.g., Middle Class Tax Rebate from CA)? If so, please provide details and amounts in the text box below, and upload any supporting documents, such as Form 1099-MISC.

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
4

Did you receive Child Tax Credit payments? If so, please provide details in the text box below and upload any related documents.

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
5

Did you receive payments from a retirement plan? If so, please provide details in the text box below and upload any related documents.

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)

1065 - Partnership

Please answer input the necessary information below:

Business Info:
1

Did you start or discontinue any product or service lines during the tax year?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
2

Did you conduct business in any states outside of your home state?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
3

Did you receive payments through a merchant account?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
4

Did you receive any payments in cash?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
5

Did you experience any business disruptions during the year?

Upload Documents
Upload up to 30 documents (PDF, Excel, and Word)
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Escochecks, Inc., is a trust-driven payroll, accounting, HR, and tax services firm with a personal touch!

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