TaxteckforLess & Accounting Inc.919 261 6663

or [downloadable form from website]

Down loadandroid app taxteck4less or iphone app soon

  • Prior year clients can/may add only the personal info changes and 2014 deductible expenses
  • Personal and Info/details required for Tax preparation [ if applicable]
  • Leave blank or write N/A if some of the fields don’t apply to you.
  • First Name:Last Name:

Occupation:Filing status:

Date Of Birth:SSN/ ITIN:

Email id:

Work Number:Cell phone:Home number:

Address:

County:

School district [for NY/NJ etc.]:

  • Spouse:

First Name:Last Name:

Date of BirthSSN/ITIN:

Email id:

  • Children: 1 /Dependant 1 [personal info]

First Name: Last Name

Date of Birth:SSN/ITIN:

  • Children: 2/Dependant 2 [personal info]

First Name:Last Name:

Date of Birth:SSN/ITIN:

  • Child care / Dependent care fees paid [EIN/SSN of the care provider with address & Phone No]

Amount paid:EIN /SSN:Phone No:

Address of:

  • Residency Status:
  • List all the places you worked in 2014

1Place:From:To:

2Place:From:To:

  • Bank Routing Number:
  • Bank Account Number:
  • W2, Salaries and Wages
  • 1099 Miscellaneous income
  • 1099 INT or DIV [if you have $10,000 deposit overseas anytime during ‘14, you may have to file FABR]
  • 1099G, Unemployment
  • 1099 SSA Social security wages
  • 1099R Retirement/ pension Annuities, rollovers
  • K1 Business income
  • 1099C & 1099A Cancellation of debts
  • 1099B Stock statements- if any stock sales done during 2014
  • Moving expenses: country/place distance from current location/work place. Amount spent
  • Car taxes paid to county
  • Home taxes paid
  • Charity / contributions [USA only]
  • Mortgages paid 1099T
  • UN-reimbursed employee expenses
  • Uniform, Cell phone expense, internet, job hunt expense
  • Legal fees
  • travel expenses[ business/ work related]
  • Mortgages, taxes paid
  • College tuition-1099E / college books, Student loan interest 1098T [college/univ address with EIN]
  • Causality theft or car totaled/ natural disaster loss
  • HEALTH INSURANCE COVERAGE details: HC fully covered or not? Provide 1095 form
  • Any work related expenses:

Insurance [car/home/rental/office]

Vehicle expenses [Gas/Insurance/repairs/taxes paid]

Prefer to have your credit card expenses summary, like Amex year end consolidated summary

Computer etc. bought

Tax preparation fees paid 2013 [no need for prior year clients]

State refund recd 2013 [ income] MANDATORY IF ITEMISED [no need for prior year clients]

All/Any Interest received during 2014 [income]

Gambling win/loss, Lottery

Home office expenses for business or for official/employment purposes [if applicable] Home area

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