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| Income Tax Return Information
Thank you for choosing the accountants at LIV Bookkeeping to prepare your tax returns. While there is a great deal we must know about you in order to prepare an accurate return, completion of our online form is designed to be quick. Most clients require less than 10 minutes to complete it, because most of the questions are Yes/No. Information about companies that have paid you money, whether in salary, interest, or dividends, and the corresponding dollar amounts are not asked for in this form. This is because we will retrieve this information off the forms you received in the mail from them. For the same reason we do not ask for your social security number. Information for Spouse and Dependents can be skipped if they do not apply to you. The same is true for Business Owners. Depending on the type and nature of your business, some of the questions will not apply to you. Feel free to skip them as they are not required to Submit your information. You may reach us with any questions you may have before or after submitting this information by visiting our Contact Us page. As an alternative to completing this online form, you may download our information forms by clicking the links on this page. One form is for personal information. The other is for business information, if you own a business or are self-employed. Right click and choose Save Target As... (for Internet Explorer) or Save Link As... (for FireFox)
Download : Personal Information Form
Download : Busines Information Form
Personal Information
For yes/no questions, put a check in the box if the item applies to you.
Spouse's Information
For yes/no questions, put a check in the box if the item applies to you.
Dependents Information
For yes/no questions, put a check in the box if the item applies to you.
Dependent 1
Dependent 2
Dependent 3
General Information
For yes/no questions, put a check in the box if the item applies to you.
Are you employed and received wages and other forms of compensation (W-2’s)?
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Are you self-employed or do you receive hobby income?
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Did you receive income from raising animals or crops?
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Did you receive rent from real estate or other property?
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Did you receive income from gravel, timber, minerals, oil, gas, copyrights, patents?
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Did you withdraw or write checks from a mutual fund?
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Do you have a foreign bank account, trust, or business?
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Do you provide a home for or help support to anyone not listed in the Dependents Info?
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Did you receive any correspondence from the IRS or State Department of Taxation?
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Did you give a gift of more than $12,000 to one or more people?
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Did you have any debts cancelled, forgiven, or refinanced?
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Did you go through bankruptcy proceedings?
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Did you pay Rent?
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Was electricity included?
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Did you pay interest on a student loan for yourself, your spouse, or your dependent during the year?
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Did you pay expenses for yourself, your spouse, or your dependent to attend classes beyond high school?
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Did you have any children under age 18 with unearned income of more than $850?
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Did you purchase a new "hybrid", alternative technology vehicle or electric vehicle?
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Did you install any energy efficiency improvements, or energy property to your residence such as exterior doors or windows, insulation, heat pumps, furnace, central air conditioning or water heaters?
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Did you receive wages or tips?
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Did you receive income as an independent contractor, commissions, or other compensation?
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Did you receive interest income?
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Did you receive dividend income from mutual funds or stocks?
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Did you receive income from a partnership, trust or estate?
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Did you receive income from the sale of stocks, bonds, mutual funds or partnership interest?
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Did you receive income from the sale of property?
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Did you receive a distribution from a retirement account (IRA, 401k, etc.)?
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Did you receive a distribution from pension, annuities, profit-sharing plans, or Insurance Contracts?
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Business Info Questions
For yes/no questions, put a check in the box if the item applies to you.
Business Info
Income
Cost of Goods Sold
Expenses
Car and Truck Expense
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