Full Name
*
Date of birth
*
Social Security Number
*
Address
Street Address
*
City
*
State
*
Postal code
*
Phone (mobile preferred-for SMS updates)
*
Email
*
Mailing Address ( if diferent from above)
Preferred Contact Method
*
Email
Text
Phone Call
Filing Status
*
Single
Head of Household
Married Filing Jointly
Married Filing Separately
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Spouse Information
Full Name
Date of Birth
SSN
Phone
Email
Dependent 1
Full Name
Date of Birth
SSN
Relationship to You
Months Lived With You
Qualifies for Child Tax Credit?
Dependent 2
Full Name
Date of Birth
SSN
Relationship to You
Months Lived With You
Qualifies for Child Tax Credit
Dependent 3
Full Name
Date of Birth
SSN
Relationship to You
Months Lived With You
Qualifies for Child Tax Credit
Income Types
*
W2
1099-NEC
1099-MISC
1099-INT
Self-Employed
Rental
Other
W-2 Forms (if self-employed 1099-NEC/MISC
1099s
Do yo have health insurance through Marketplace?
*
yes
no
If yes, upload 1095-A
Did you pay for childcare?
*
yes
no
If yes, upload documents
Did you pay tuition or have student loans?
*
yes
no
If yes, upload 1098-T or 1098-E
Any Charitable Donations
yes
no
If yes, upload receipts
Direct Deposit Information
Bank Name
Routing Number
Account Number
Account Type
Photo Identification
Prior Year Return
"I authorize PFS Tax Pros to prepare & e-file my return,
Yes
No
Signature
Please Upload Documents securely; don't email full SSN's.
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