2021 Tax Questionnaire

Step 1 of 10 - Personal Information

RENTAL INCOME

Please attach form 1098 (mortgage interest & property tax statement)

Drop files here or

Max. file size: 256 MB.

1. Property Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

2. Purchase Date

3. Purchase Price

4. How much did you receive in gross rent?

5. Please list your expenses by category

Advertising

Cleaning & Maintenance

Insurance

Legal & Professional

Licenses & Taxes

Management

Mortgage interest

Repairs

Supplies

Real Estate Taxes

Utilities

Other Expense

6. Did you buy, sell, or refinance the property in 2021?

Yes

Please provide the HUD-1 (closing statement).

Drop files here or

Max. file size: 256 MB.

CREDITS

Dependent Care Credit

Can include tuition for under kindergarten, day camp for all ages, before- or after-school care.

Total Childcare Paid

for (child’s name)

Total childcare paid

to (childcare center)

Center EiN

Center address

Street Address Address Line 2 City State ZIP Code

Total childcare paid

to (childcare center)

Center EiN

Center address

Street Address Address Line 2 City State ZIP Code

Tuition for post high school education

Please attach form 1098-T

Student Name

Amount Paid

School Attended

Tax ID

Form 1098-T

Drop files here or

Max. file size: 256 MB.

Personal Information

Taxpayer License

Spouse License

Dependents

Income

SELF-EMPLOYMENT

4. Expenses

5. Home Office Deduction

Please detail expenses associated with home office

6. Covid Credit

RENTAL INCOME

5. Please list your expenses by category

ADJUSTMENTS TO INCOME

DEDUCTIONS

ITEMIZED DEDUCTIONS

CREDITS

BANK INFORMATION

ESTIMATED TAX PAYMENTS