Tax Preparation Questionnaire

(Only for agents)

Personal Information

Country

Income Sources

Self-Employment / 1099 Expenses

Purpose: Helps claim ordinary & necessary business deductions IRS Form(s): Schedule C, Schedule SE

1️⃣ Electric Vehicle Purchase

IRS Form: Form 8936: Clean Vehicle Credit

Credit Code: IRC §30D, §25E (used EV credit)

Did you purchase a new electric vehicle?
Did you purchase a used electric vehicle?
Was the purchase for personal or business use?

2️⃣ Energy-Efficient Home Upgrades

IRS Form: Form 5695: Residential Energy Credits Credit Codes:

§25C – Energy Efficient Home Improvement Credit

§25D – Residential Clean Energy Property Credit

Did you install solar panels?
Energy-efficient windows/doors?
New HVAC, heat pump, or insulation?
Water heaters, roofing upgrades?
Energy-efficient washer/dryer or appliances?

3️⃣ Home Purchase or Refinance

IRS Form: Schedule A: Itemized Deductions

Credit/Deduction Areas: Mortgage interest, Property taxes

Did you purchase a home this year?
Did you refinance your home?
Did the client Upload mortgage interest statement?
(If YES request Form 1098)
Did the client Upload property tax receipt?

4️⃣ Vehicle Purchase / Work Vehicle

IRS Form: Schedule C (depreciation), Form 4562

Codes: §179 expensing Plus Bonus: 100% or applicable year.

Did you purchase a car or truck?
Did you Use the truck/car for business or personal use?

Family, Childcare & Education Credits

1️⃣ Child Tax Credit / Dependent Credit

IRS Forms: Schedule 8812, Code: IRC §24

Do you have qualifying children under 17?
Did they live with you 6+ months?
IMPORTANT!!

2️⃣ Childcare / Daycare Expenses

IRS Form: Form 2441: Child & Dependent Care Credit

Code: IRC §21

Daycare/childcare provider name & EIN

3️⃣ College, Tuition, Education Expenses

TextForm 8863 – Education Credits

1098-T (school)

Codes:

American Opportunity Credit: §25A

Lifetime Learning Credit: §25A

Did you or a dependent attend college?
Did the client Upload 1098-T Form
IMPORTANT!!!

Medical Expense Deduction

IRS Form: Schedule A – Itemized Deductions

Code: IRC §213 (expenses > 7.5% AGI)

Did you pay for medical/dental out-of-pocket?
Did you pay health insurance premiums?
1095-A Marketplace form?

Retirement & Investment Reporting

Retirement Contributions (IRA, Roth, SEP, SIMPLE)Retirement Contributions (IRA, Roth, SEP, SIMPLE)

IRS Forms:

Form 5498

Schedule 1 (deductions)

Code: §219 – IRA deductions

Did you contribute to retirement accounts?
Did you withdraw from retirement accounts?
Did Client have Stocks, Dividends, Crypto?

Stocks, Dividends, Crypto

IRS Forms: Schedule D – Capital Gains

Form 8949 – Sales & Dispositions

Codes: Capital gains: §1(h)

Crypto taxable events: Notice 2014-21

Did you buy or sell stocks?
Did you trade cryptocurrency?
Did the client Upload investment statements?

Rental Property / Real Estate

IRS Form: Schedule E – Supplemental Income

Did you own rental property?
Rent collected?
Repairs/improvements?
Depreciation required?

Other Deduction Opportunities

Charity Donations

TextForm: Schedule A

Code: §170

Goodwill/Salvation Army receipts?

Job-Related Expenses (Certain Workers)

Form: Schedule A (if allowed)

Code: §67(g) limitations

Bank Fees, Credit Card Interest

Forms: Schedule C (if business-related)

Code: §162

Final Documentation Uploads

Checklist for GHL upload field:

ID (front/back)
SSN cards
W-2s
1099s
1095-A
1098 (mortgage)
Receipts for expenses
Mileage log
Bank statements
Any IRS letters
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