ZeroTax Service - 2023 Tax Year

2023 Tax Year

WELCOME

EMAIL*

NEW OR RETURNING*

LAST, FIRST*

LAST NAME, FIRST NAME

OCCUPATION*

DATE OF BIRTH*

SSN*

SOCIAL SECURITY NUMBER

PHONE #*

Phone Number

REFERANCE

If you're a new client, who referred you?

IDENTIFICATION INFORMATION

STREET ADDRESS*

APARTMENT #

CITY*

STATE*

ZIP CODE*

DRIVER'S LICENSE NUMBER*

STATE*

ISSUE DATE*

EXPIRATION DATE*

DRIVER'S LICENSE/IDENTIFICATION*

Please upload your valid form of identification here.

FILING STATUS*

ARE YOU BEING CLAIMED AS A DEPENDANT?*

WHAT IS THE FIRST AND LAST NAME OF THE PERSON WHO IS CLAIMING YOU AS A DEPENDANT?

Last Name, First Name

SPOUSE INFORMATION

LAST NAME, FIRST NAME

OCCUPATION

DATE OF BIRTH

SOCIAL SECURITY NUMBER

NUMBER'S ONLY.

PHONE NUMBER

DRIVER'S LICENSE/IDENTIFICATION #

NUMBER'S ONLY.

ISSUE DATE

EXPIRATION DATE

UPLOAD IDENTIFICATION

DEPENDANT(S) INFORMATION

Only fill out if you are filing HEAD OF HOSUEHOLD, MARRIED FILING JOINTLY, OR MARRIED FILING SEPARATE.

Note: YOU MUST PROVIDE PROOF FOR DEPENDANTS I.E. BIRTH CERITIFICATES, SOCIAL SEUCRITY CARDS, OR COURT ORDERED DOCUMENTATION.

DEPENDANT NAME: LAST, FIRST, MIDDLE

DATE OF BIRTH

SOCIAL SECURITY NUMBER

NUMBER'S ONLY.

RELATIONSHIP TO TAXPAYER

UPLOAD A BIRTH CERTIFICATE OR SOCIAL SECURITY CARD

DEPENDANT NAME: LAST, FIRST, MIDDLE

DATE OF BIRTH

SOCIAL SECURITY NUMBER

NUMBER'S ONLY.

RELATIONSHIP TO TAXPAYER

UPLOAD A BIRTH CERTIFICATE OR SOCIAL SECURITY CARD

DEPENDANT NAME: LAST, FIRST, MIDDLE

DATE OF BIRTH

SOCIAL SECURITY NUMBER

NUMBER'S ONLY.

RELATIONSHIP TO TAXPAYER

UPLOAD A BIRTH CERTIFICATE OR SOCIAL SECURITY CARD

TAX RELATED QUESTIONS

IF YOU ARE RECIEVING HEALTH INSURANCE THROUGH THE MARKETPLACE/OBAMACARE, YOU ARE REQUIRED TO SUBMIT FORM 1095-A

DO YOU HAVE HEALTH INSURANCE?*

1095-A? PLEASE NOTE: IF YOU RECEIVED INSURANCE THROUGH THE MARKETPLACE/OBAMACARE YOU ARE REQUIRED BY LAW TO SUBMIT FORM 1095-A.*

UPLOAD 1095-A FORM

DID YOU RECIEVE AN IP PIN?*

IF SO, PLEASE PROVIDE THE IP PIN NUMBER.

UPLOAD IP PIN LETTER

DID YOU RECEIVE UNEMPLOYMENT (IF SO, PLEASE UPLOAD 1099-G OR PAYOUT HISTORY)

UPLOAD YOUR 1099-G

HOW WOULD YOU LIKE TO RECIEVE YOUR REFUND?

CHOOSE ONE:*

BANK NAME

BANK ROUTING NUMBER FOR DIRECT DEPOSIT (9-DIGIT)

BANK ACCOUNT NUMBER FOR DIRECT DEPOSIT

ADDRESS TO MAIL YOUR REFUND CHECK TO?

TAX DOCUMENTATION UPLOAD

PLEASE TAKE A PHOTO AND UPLOAD ALL TAX DOCUMENTS (W-2'S, 1099-G, 1099-MISC, 1099-R, 1098, 1098-T, 1098-E, 1095-B, 1095-C, S.S.A, 1099-C, DAYCARE/CHILDCARE FORMS, W2G'S, CHARITY/CHURCH DONATIONS, IP PIN, INT INCOME, DIVD INCOME, PROP TAXES, HSA FORM,STOCKS) SELF-EMPLOYMENT- PROFIT AND LOSS, EXPENSES).
YOU CAN UPLOAD UP TO 10 DOCUMENTS AT A TIME FOR EACH SLOT.

UPLOAD DOCUMENTS

ADDITIONAL INFORMATION YOU'LL LIKE US TO KNOW OR ANYTHING THAT HAS CHANGED RECENTLY.