Smart Tax Organizer | ProFiler Consulting, LLC


                

                        
                                    Welcome to our NEW Smart Organizer & Doc Upload system

This process takes you through questions that are customized to your responses. The estimated time to finish is 15 minutes or less. Please note that you can save your responses and continue this organizer at a later time. Do not close your browser without processing the “Save & Continue Later” feature.

Click "Next" to get started!
                    
                    
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                        Client Status
Have you had your taxes prepared by us before?*Yes, I'm a CURRENT -or- EXISTING client
No, I'm a NEW client
I am a...
I am a...
How did you hear about us?*
Name of Friend*
                            
                            
                                                    
                                                    First
                                                
                            
                            
                                                    
                                                    Last
                                                
                            
                        
How on the internet?*
Where was the advertisement located?*
Explain "Other"*
                    
                    
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                        Primary Taxpayer Information
Name*
                            
                            
                                                    
                                                    First Name
                                                
                            
                                                    
                                                    Middle Initial
                                                
                            
                                                    
                                                    Last Name
                                                
                            
                        

								
								Check here if ProFiler has Taxpayer's SSN -or- It can be found on documents that will later be provided
							
Social Security Number

								
								Check here if Taxpayer's SSN can be found on documents that will later be provided
							
Social Security Number
Social Security Number*
Enter Social Security Number
Confirm Social Security Number*
Confirm Social Security Number
Date of Birth*
Occupation*
Marital Status as of December 31st last year?*
Mobile Phone Number*
Email Address*
                                
                                    
                                    Enter Email Address
                                
                                
                                    
                                    Confirm Email Address
                                
                                
                            

*We need to confirm this for reasons of communication and sending documents.
                    
                    
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                        Additional Taxpayer Information
Check All (If Any) That Apply

								
								Taxpayer can be claimed as a dependent on someone else's return.
							

								
								Taxpayer IS claimed as a dependent on someone else's return
							

								
								Taxpayer is over age 18 and a full-time student at an eligible educational institution.
							

								
								Taxpayer received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
							
                    
                    
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                        Spouse Information
Name*
                            
                            
                                                    
                                                    First Name
                                                
                            
                                                    
                                                    Middle Initial
                                                
                            
                                                    
                                                    Last Name
                                                
                            
                        

								
								Check here if ProFiler has Spouse's SSN -or- it can be found on documents that will later be provided
							

								
								Check here if Spouse's SSN can be found on documents that will later be provided
							
Social Security Number*
Enter Spouse's Social Security Number
Confirm Social Security Number*
Confirm Spouse's Social Security Number

								
								Check here if ProFiler has Spouse's DOB
							
Date of Birth*
Occupation*
Mobile Phone Number*
Email Address*
                                
                                    
                                    Enter Email Address
                                
                                
                                    
                                    Re-Enter Email Address
                                
                                
                            


*We need to confirm this for reasons of communication and sending documents.
                    
                    
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                        Additional Spouse Information
Check All (If Any) That Apply

								
								Spouse can be claimed as a dependent on someone else's return.
							

								
								Spouse IS claimed as a dependent on someone else's return
							

								
								Spouse is over age 18 and a full-time student at an eligible educational institution.
							

								
								Spouse received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
							
                    
                    
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                        Tax Filing Status
Current Client Tax Filing Options
Has your Filing Status changed since last year?*Yes, and I know the new status
No, it's the same as last year
I'm not sure
Filing Status
What is your Filing Status?*
New Client Tax Filing Options
Do you know what your Filing Status is?*Yes
No
What is your Filing Status?*
                    
                    
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                        Home Address

								
								Check here if your address has changed since last time ProFiler prepared your taxes
							
Current Home Address*    
                    
                         
                                        
                                        Street Address
                                    
                                        
                                        Address Line 2
                                    
                                    
                                    City
                                 
                                        
                                        State
                                      
                                    
                                    ZIP Code
                                
                    
                

								
								Check here if you did NOT live at this address all 12 months last year
							
Approximate date you moved to this address*
Previous Home Address
Previous Home Address*    
                    
                         
                                        
                                        Street Address
                                    
                                        
                                        Address Line 2
                                    
                                    
                                    City
                                 
                                        
                                        State
                                      
                                    
                                    ZIP Code
                                
                    
                
                    
                    
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                        Home Ownership Status
Check All That Apply

								
								Owned
							
Home Ownership Status
Minnesota Property Tax Refund
Would you like us to file your property tax refund for you?*We charge a small fee. Many clients see large refunds. More information can be found at MN Property Taxes
Yes
No

								
								Rented
							
Home Ownership Status
Minnesota Rent Credit
Would you like us to file your rent credit for you?*We charge a small fee and process them after April 15th. More information can be found at MN Rent Paid
Yes
No

								
								Other
							
Home Ownership Status
Please explain "Other"*
                    
                    
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                        Children and/or Dependents Information
Note: Even if you're unsure that you can claim a dependent, please fill in their information and check the "unsure I can claim" box. A tax professional will discuss options.
Do you have any children or dependents?*Yes
No
Do you and/or your Spouse have any children or dependents?*Yes
No


	

		
		
							
					Name				
							
					Relationship To You				
						 
		
		

		
		
							 
							 
						
				
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				There are no Children or Dependents.			
		
		

	

	
				
			
				Maximum number of children or dependents reached.
			
Did any of your dependent's attend Daycare or Summer Camp?*Yes
No
                    
                    
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                        Refund or Payment Options
Note: If you owe taxes and elect to have it automatically withdrawn, you will be asked by your Tax Preparer to select a date up until April 10th.
Refund Options*If you are entitled to a refund, how would you like to receive it?

Direct Deposit
Mailed Check(s)
Pay-in Options*If you end up owing taxes, how would you like to pay?

Automatic Bank Withdrawal
Mail Check
                    
                    
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                        Bank Account Information

								
								Check here if your bank account information is the same as the last time ProFiler did your taxes
							
Bank Name*
Account Type*Checking
Savings
Bank Account Number*
Enter Bank Account Number
Confirm Bank Account Number*
Re-Enter Bank Account Number
Bank Routing Number*
                    
                    
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                        Taxpayer Income Questions
What are your (Taxpayer) sources of Income?Check All That Apply

								
								Employee (W-2)
							

								
								Interests (1099-INT)
							

								
								Dividends (1099-DIV)
							

								
								Stocks (1099-B)
							

								
								Contractor or Self-Employed (1099-MISC)
							

								
								Rental Income
							

								
								Royalties
							

								
								I own a business
							

								
								I operate a farm
							

								
								Partnership (K-1)
							

								
								Retirement Distribution (1099-R)
							

								
								Social Security Income
							

								
								Gambling Winnings (W-2G)
							

								
								Alimony
							

								
								Unemployment (1099-G)
							

								
								Disability Income
							

								
								Other Income
							
                    
                    
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                        Taxpayer Income Follow-up Questions
Stocks
Were any of your stock transactions part of an employee stock option plan?*Yes
No
Not Sure
Alimony
Was the divorce or separation agreement executed AFTER calendar year 2018?*Yes
No
Note: Since your divorce or separation agreement was executed after Calendar year 2018, you do NOT have to report the income.
Alimony Received*Do NOT include childcare
Alimony Sender's SSN*
Enter Alimony Sender's SSN
Confirm Sender's SSN*
Re-Enter Alimony Sender's SSN
Disability
Who paid and/or how were your disability premiums paid?*
Other Income
Did you receive any tax forms such as a 1099-MISC?*Yes
No
Not Sure
Please explain your "Other Income"*
                    
                    
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                        Spouse Income Questions
What are your Spouse's sources of Income?Check All That Apply

								
								Employee (W-2)
							

								
								Interests (1099-INT)
							

								
								Dividends (1099-DIV)
							

								
								Stocks (1099-B)
							

								
								Contractor or Self-Employed (1099-MISC)
							

								
								Rental Income
							

								
								Royalties
							

								
								Spouse owns a business
							

								
								Spouse operates a farm
							

								
								Partnership (K-1)
							

								
								Retirement Distribution (1099-R)
							

								
								Social Security Income
							

								
								Gambling Winnings (W-2G)
							

								
								Alimony
							

								
								Unemployment (1099-G)
							

								
								Disability Income
							

								
								Other Income
							
                    
                    
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                        Spouse Income Follow-up Questions
Stocks
Were any of your Spouse's stock transactions part of an employee stock option plan?*Yes
No
Not Sure
Alimony
Was your Spouse's divorce or separation agreement executed AFTER calendar year 2018?*Yes
No
Note: Since your Spouse's divorce or separation agreement was executed after Calendar year 2018, they do NOT have to report the income.
Alimony Received*Do NOT include childcare
Alimony Sender's SSN*
Enter Spouse's Alimony Sender's SSN
Confirm Sender's SSN*
Re-Enter Spouse's Alimony Sender's SSN
Disability
Who paid and/or how were your Spouse's disability premiums paid?*
Other Income
Did your Spouse receive any tax forms such as a 1099-MISC?*Yes
No
Not Sure
Please explain your Spouse's "Other Income"*
                    
                    
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                        Educator Questions
Are you a teacher?*Yes
No
Taxpayer's Teacher Expenses*Qualified expenses are amounts you paid or incurred for participation in professional development courses, books, supplies, computer equipment (including related software and services), other equipment, and supplementary materials that you use in the classroom. Maximum of $250 per eligible educator.
Is your Spouse a teacher?*Yes
No
Spouse's Teacher Expenses*Qualified expenses are amounts you paid or incurred for participation in professional development courses, books, supplies, computer equipment (including related software and services), other equipment, and supplementary materials that you use in the classroom. Maximum of $250 per eligible educator.

                    
                    
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                        Taxpayer Alimony Paid
Did you pay any alimony?*Yes
No
Was the divorce or separation agreement executed AFTER calendar year 2018?*Yes
No
Note: Since your divorce or separation agreement was executed after Calendar year 2018, you unfortunately are not able to deduct alimony paid.
Alimony Paid*Do NOT include childcare
Alimony Recipient's SSN*
Enter Alimony Recipient's SSN
Confirm Alimony Recipient's SSN*
Re-Enter Alimony Recipient's SSN
                    
                    
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                        Spouse Alimony Paid
Did your Spouse pay any alimony?*Yes
No
Was your Spouse's divorce or separation agreement executed AFTER calendar year 2018?*Yes
No
Note: Since your Spouse's divorce or separation agreement was executed after Calendar year 2018, you unfortunately are not able to deduct alimony paid.
Alimony Paid*Do NOT include childcare
Spouse's Alimony Recipient's SSN*
Enter Spouse's Alimony Recipient's SSN
Confirm Spouse's Alimony Recipient's SSN*
Re-Enter Spouse's Alimony Recipient's SSN
                    
                    
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                        Taxpayer Contributions
What did you CONTRIBUTE to that is NOT already included on any W-2 wages?Check All (If Any) That Apply

								
								Roth IRA
							

								
								Traditional IRA
							

								
								Not sure what type of IRA
							

								
								Health Savings Account HSA/MSA (5498-SA)
							

								
								I'm planning to contribute, but I'm waiting on my taxes
							

								
								Not Sure
							
Taxpayer Distributions
Did you receive any DISTRIBUTIONS from an HSA/MSA (1099-SA)*Yes
No
Not Sure
                    
                    
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                        Spouse Contributions
What did your Spouse CONTRIBUTE to that is NOT already included on any W-2 wages?Check All (If Any) That Apply

								
								Roth IRA
							

								
								Traditional IRA
							

								
								Not sure what type of IRA
							

								
								Health Savings Account HSA/MSA (5498-SA)
							

								
								My spouse is planning to contribute, but waiting on our taxes
							

								
								Not Sure
							
Spouse Distributions
Did your Spouse receive any DISTRIBUTIONS from an HSA/MSA (1099-SA)*Yes
No
Not Sure
                    
                    
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                        Student Loan Interest
Did you pay any Student Loan Interest*Yes
No
Did your Spouse pay any Student Loan Interest*Yes
No
                    
                    
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                        Taxpayer's Credits
Did you attend college during the tax year?*Yes
No
College Information
Check All That Apply

								
								I was enrolled in a program that leads to a Degree, Certificate, or Credential
							

								
								I took at least 1/2 the normal full-time workload for one academic period
							

								
								I've been convicted of a felony for possessing or distributing a controlled substance
							
Overall Books, Supplies, and/or Equipment ExpensesIf you purchased any Books, Supplies or other equipment specifically for educational purposes, please enter the overall expense amount here:
Computer & Software ExpensesIf you purchased a Computer or Software specifically for educational purposes, please enter your overall expense amount here:
Other Educational ExpensesDo NOT include Room & Board, Insurance, Medical, Transportation or similar living expenses. These are not deductible.

                    
                    
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                        Spouse's Credits
Did your Spouse attend college during the tax year?*Yes
No
Spouse's College Information
Check All That Apply

								
								My Spouse was enrolled in a program that leads to a Degree, Certificate, or Credential
							

								
								My Spouse took at least 1/2 the normal full-time workload for one academic period
							

								
								My Spouse has been convicted of a felony for possessing or distributing a controlled substance
							
Spouse's Overall Books, Supplies, and/or Equipment ExpensesIf your Spouse purchased any Books, Supplies or other equipment specifically for educational purposes, please enter the overall expense amount here:
Spouse's Computer & Software ExpensesIf your Spouse purchased a Computer or Software specifically for educational purposes, please enter your overall expense amount here:
Spouse's Other Educational ExpensesDo NOT include Room & Board, Insurance, Medical, Transportation or similar living expenses. These are not deductible.

                    
                    
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                        Energy Efficient Property Information
Did you make any Energy Efficient Purchases?Check All (If Any) That Apply

								
								Exterior Doors
							

								
								Exterior Windows & Skylights
							

								
								Insulation
							

								
								Advanced Main Air Circulating Fan
							

								
								Qualified Furnace or Hot Water Boiler
							

								
								Energy Star Roofing
							

								
								Electric Car
							

								
								Solar
							

								
								Wind
							

								
								Geothermal
							

								
								Fuel Cell
							
Did you and/or your Spouse make any Energy Efficient Purchases?Check All (If Any) That Apply

								
								Exterior Doors
							

								
								Exterior Windows & Skylights
							

								
								Insulation
							

								
								Advanced Main Air Circulating Fan
							

								
								Qualified Furnace or Hot Water Boiler
							

								
								Energy Star Roofing
							

								
								Electric Car
							

								
								Solar
							

								
								Wind
							

								
								Geothermal
							

								
								Fuel Cell
							
Exterior Doors Purchase Amount*
Please enter the total expense for your Exterior Door purchase(s)
Exterior Windows & Skylights Purchase Amount*
Please enter the total expense for your Exterior Windows & Skylights purchase(s)
Insulation Purchase Amount*
Please enter the total expense for your Insulation purchase(s)
Advanced Main Air Circulating Fan Purchase Amount*
Please enter the total expense for your Advanced Main Air Circulating Fan purchase(s)
Qualified Furnace or Hot Water Boiler Purchase Amount*
Please enter the total expense for your Qualified Furnace or Hot Water Boiler purchase(s)
Energy Star Roofing Purchase Amount*
Please enter the total expense for your Energy Star Roofing purchase(s)
Electric Car Purchase Amount*
Please enter the total expense for your Electric Car purchase(s)
Solar Purchase Amount*
Please enter the total expense for your Solar purchase(s)
Wind Purchase Amount*
Please enter the total expense for your Wind purchase(s)
Geothermal Purchase Amount*
Please enter the total expense for your Geothermal purchase(s)
Fuel Cell Purchase Amount*
Please enter the total expense for your Fuel Cell purchase(s)
                    
                    
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                        Miscellaneous Tax Questions
Did you make any Estimated Tax Payments?*These are manual payments that you issued to the Federal or State Governments.
Yes
No
Did you and/or your Spouse make any Estimated Tax Payments?*These are manual payments that you issued to the Federal or State Governments.
Yes
No
Was everyone on the tax return covered by health insurance all year?*If everyone on the return was covered and there was no Market Place coverage (Form 1095-A), then check the Yes box below.
Yes
No/Partial
                    
                    
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                        Estimated Tax Payments
Federal Tax PaymentsClick the (+) button on the right to add an additional Tax Payment. If you don't know the exact date a payment was made, enter in the month.
Date (MM/DD/YYYY) Amount ($)  
      
State Tax PaymentsClick the (+) button on the right to add an additional Tax Payment. If you don't know the exact date a payment was made, enter in the month.
Date (MM/DD/YYYY) Amount ($)  
      
Are the above Estimated Tax Payment AMOUNTS 100% accurate*Yes
Not 100% Sure
                    
                    
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                        Potential Deductions
Medical
Do you have any personal medical expenses?*Does not include insurance premiums. Typically you'd need >$3,000 in out-of-pocket expenses to qualify. Do not include medical expenses for which you are reimbursed. Cosmetic expenses are generally disallowed. You can not deduct cost of non-prescription drugs (except Insulin) or other general health expenses such has health-club dues, vitamins, etc. More information can be found here.
Yes
No
Do you and/or your Spouse have any personal medical expenses?*Does not include insurance premiums. Typically you'd need >$3,000 in out-of-pocket expenses to qualify. Do not include medical expenses for which you are reimbursed. Cosmetic expenses are generally disallowed. You can not deduct cost of non-prescription drugs (except Insulin) or other general health expenses such has health-club dues, vitamins, etc. More information can be found here.
Yes
No
Overall Prescription Expenses
Medical/Dental Visit Expenses
Do you have any other medical expenses?*If so, please let us know here
Do you and/or your Spouse have any other medical expenses?*If so, please let us know here
Property/Real Estate
If applicable, enter in any additional Property Tax on a second personal-use home or qualifying RV
Do you have mortgage interest on your PERSONAL residence?*Yes
No
Vehicle Registration
Did you pay for vehicle registration/tabs on any vehicles?*Vehicles for personal use only
Similar to last year (Consult with me)
Yes, and I know the exact dollar amount
No
Did you pay for vehicle registration/tabs on any vehicles?*Vehicles for personal use only
Yes
No
How much did you pay for vehicle registration/tabs?*
Enter the overall amount you paid for registration/tabs for all personal-use vehicles
Charity
Did you contribute to charity?*Qualified organizations include: Schools, Churches, Goodwill, Salvation Army, and other registered non-profit organizations.
Similar to last year (Consult with me)
Yes, and I know the exact dollar amount
No
Did you contribute to charity?*Qualified organizations include: Schools, Churches, Goodwill, Salvation Army, and other registered non-profit organizations.
Yes
No
Number of miles used to perform charitable services*The average American drives approximately 300 miles for charitable service per year.
How much money did you contribute to charity?*
Enter the overall dollar amount you contributed to charity throughout the year
Value of goods contributed to charity*
Enter the overall estimated value of items you contributed to charity throughout the year
Gambling
Enter your overall gambling losses*Overall losses that exceed winnings are non-deductible.
Enter your Spouse's overall gambling losses*Overall losses that exceed winnings are non-deductible.

                    
                    
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                        Employee Business Expenses
Did you use your personal vehicle for W-2 related activities BESIDES your commute to a W-2 job?*Yes
No
Did your Spouse use their personal vehicle for W-2 related activities BESIDES their commute to a W-2 job?*Yes
No
Number of miles driven outside of commute*
Trips between home and regular or main jobs are never deductible
Trips between home and temporary work location is deductible if main job is at another location
Commute between home and a second job is never deductible on a day off from main job
Trips between regular job and temporary job is always deductible
You can deduct trips between main and second job
You can always deduct drives between temporary work locations and a second job
Your total number of miles driven throughout the year, INCLUDING personal miles*The average American drives 13,476 miles per year.
Number of miles driven outside of Spouse's commute*
Trips between home and regular or main jobs are never deductible
Trips between home and temporary work location is deductible if main job is at another location
Commute between home and a second job is never deductible on a day off from main job
Trips between regular job and temporary job is always deductible
You can deduct trips between main and second job
You can always deduct drives between temporary work locations and a second job
Your Spouse's total number of miles driven throughout the year, INCLUDING personal miles*The average American drives 13,476 miles per year.
Did you have any out-of-pocket employee expenses that were NOT reimbursed?*Yes
No
If applicable, enter your following expenses
Union Dues
Uniforms/Protective Clothing
Professional Subscriptions
Parking/Transportation/Lodging
Did your Spouse have any out-of-pocket employee expenses that were NOT reimbursed?*Yes
No
If applicable, enter your following expenses
Union Dues
Uniforms/Protective Clothing
Professional Subscriptions
Parking/Transportation/Lodging
                    
                    
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                        Did you know?
You may actually have a side business if you simply operate a side business or gig for a small gain or loss. Losses can be deductible from your taxes. You don't have to be incorporated or licensed. 
Given the information above, do any of the following apply to you?


If none of them apply, simply click "Next" to skip this page and continue with our Virtual Tax Prep.

								
								I operated a small business that probably had a loss
							

								
								I had a business without a loss
							

								
								I'm not sure if you consider what I have to be a small business - Please contact me for more information
							
Did you know?
You may actually have a side business if you simply operate a side hustle for a small gain or loss. Losses can be deductible from your taxes. You don't have to be incorporated or licensed. 
Given the information above, do any of the following apply to you and/or your Spouse?


Check all (If Any) that apply.


If none of them apply, simply click "Next" to skip this page and continue with our Virtual Tax Prep.

								
								One and/or both of us operated a small business that probably had a loss
							

								
								One and/or both of us had a business without a loss
							

								
								We're not sure if you consider what one and/or both of us have to be a small business - Please contact us for more information
							
                    
                    
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                        Profit & Loss from Business
Whom was the business operated by?*Taxpayer
Spouse
Both
Related to business income, which of the following apply?*Received only 1099's
Did NOT receive any 1099's
Only part of the income is reported on 1099's
Business or Company NameOnly applicable if you have a formal business name. Leave blank if you use your own name as your business name.
Primary Business Activity*Examples: Sales, Consulting, Repairs, etc.
Business Income
Gross Receipts*
Enter total income including 1099's BEFORE expenses

								
								I have already compiled an expenses list and will attach it with my documents
							
List ExpensesExpense Category Amount ($)  
      
                    
                    
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                        Rental Income
Rental Properties

	

		
		
							
					Property Type				
							
					Rental Property Address				
							
					Date Acquired				
						 
		
		

		
		
							 
							 
							 
						
				
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				There are no Rental Properties.			
		
		

	

	
				
			
				Maximum number of rental properties reached.
			

                    
                    
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                        Profit & Loss from Farm
Farm NameLeave blank if you do not have a name for the farm.
Sources of Farm Income*Check All That Apply

								
								Sale of livestock
							

								
								Sale of produce, grains, etc
							

								
								Cooperative distributions
							

								
								Crop insurance
							

								
								Other
							
Total income from sale of livestock*
Total income from sale of produce, grains, etc*
Total income from "Other"*

								
								I have already compiled an expenses list and will attach it with my documents
							
Farm ExpensesExpense Category Amount ($)  
      
                    
                    
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                        Based off your selections, we ask that you attach the following documents:
Taxpayer Income Documents
Prior 2 Years of Tax Returns
W-2 Form(s) (Employee Wage Income)
1099-INT Form(s) (Interest Income)
1099-DIV Form(s) (Dividend Income)
1099-B Form(s) (Stock Income)
1099-MISC Form(s) (Self-employment/Contractor Income)
K-1 Form(s) (Partnership/Corp. Distribution)
1099-R Form(s) (Retirement Distribution)
W-2G Form(s) (Gambling Income)
1099-G Form(s) (Unemployment Income)
1099-MISC Form(s) related to "Other" income
Spouse Income Documents
W-2 Form(s) (Employee Wage Income)
1099-INT Form(s) (Interest Income)
1099-DIV Form(s) (Dividend Income)
1099-B Form(s) (Stock Income)
1099-MISC Form(s) (Self-employment/Contractor Income)
K-1 Form(s) (Partnership/Corp. Distribution)
1099-R Form(s) (Retirement Distribution)
W-2G Form(s) (Gambling Income)
1099-G Form(s) (Unemployment Income)
1099-MISC Form(s) related to "Other" income
Taxpayer Expense & Contribution Documents
5498 Form(s) (IRA Contribution)
5498-SA Form(s) (HSA/MSA)
Electrical Vehicle Purchase Form
Insurance Coverage Form (If Partial)
1098 Form(s) (Mortgage Interest Paid)
Personal Home Property Tax Statement
1098-T Form(s) (Tuition Paid)
1098-E Form(s) (Student Loan Interest)
Spouse Expense & Contribution Documents
5498 Form(s) (IRA Contribution)
5498-SA Form(s) (HSA/MSA)
1098-T Form(s) (Tuition Paid)
1098-E Form(s) (Student Loan Interest)
Children/Dependents Documents
We need the following information for each dependent that attended Daycare or Summer Camp:



Provider's First & Last Name -or- Business Name
Phone Number
Street Address
Identifying Number (SSN/EIN)
Amount Paid
Rental Property Income
1099 Form(s) (Rental Income); If any
Business Income
1099 Form(s) (Business Income)
Farm Income
1099 Form(s) (Farm Income); If any
Minnesota Property Tax/CRP
Property Tax Statement
Certificate of Rent Paid (CRP)
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Client Status

Primary Taxpayer Information

Additional Taxpayer Information

Spouse Information

Additional Spouse Information

Tax Filing Status

Current Client Tax Filing Options

New Client Tax Filing Options

Home Address

Previous Home Address

Home Ownership Status

Minnesota Property Tax Refund

Minnesota Rent Credit

Children and/or Dependents Information

Refund or Payment Options

Bank Account Information

Taxpayer Income Questions

Taxpayer Income Follow-up Questions

Stocks

Alimony

Disability

Other Income

Spouse Income Questions

Spouse Income Follow-up Questions

Stocks

Alimony

Disability

Other Income

Educator Questions

Taxpayer Alimony Paid

Spouse Alimony Paid

Taxpayer Contributions

Taxpayer Distributions

Spouse Contributions

Spouse Distributions

Student Loan Interest

Taxpayer's Credits

College Information

Spouse's Credits

Spouse's College Information

Energy Efficient Property Information

Miscellaneous Tax Questions

Estimated Tax Payments

Potential Deductions

Medical

Property/Real Estate

Vehicle Registration

Charity

Gambling

Employee Business Expenses

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Profit & Loss from Business

Business Income

Rental Income

Profit & Loss from Farm

Based off your selections, we ask that you attach the following documents:

Taxpayer Income Documents

Spouse Income Documents

Taxpayer Expense & Contribution Documents

Spouse Expense & Contribution Documents

Children/Dependents Documents

Rental Property Income

Business Income

Farm Income

Minnesota Property Tax/CRP

Document Upload

Confirmation

Child or Dependent

Additional Dependent Information

Rental Property
