Client Sheet Getting started… 🏦 New Client Tax Information Tax Year 2026 Let's walk through your 2026 taxes together. We'll go section by section — just answer what applies to you. It takes about 5–10 minutes. 📋 Do you have last year's tax return? Having a copy of last year's full tax return packet will help us get started faster. ✓ Yes, I have it ✗ No, I don't 📋 Documents We Need Copy of last year's full tax return packet 👤 About You Tell us a little about yourself. Full Name Email Address Date of Birth Enter as numbers (MMDDYYYY) and it will display with the month name. Collected for filing purposes only — not included on any IRS forms. Did your marital status change this year? Select No Yes, got married Yes, got divorced Yes, widowed Marital Status Select Single Married Head of Household Separated Divorced Widowed Spouse Information Spouse's Full Name Spouse's Email Address Spouse Date of Birth Enter as numbers (MMDDYYYY) and it will display with the month name. Collected for filing purposes only — not included on any IRS forms. Spouse Income Did you live in another state in 2026? If yes, which state? Select a State Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia American Samoa Guam Northern Mariana Islands Puerto Rico U.S. Virgin Islands Do you have any dependents not living with you? Did you pay or receive alimony? Select No Paid Received 🎖️ Are you active military or a veteran? This includes Active Duty, National Guard, Reserves, veterans, and retired veterans. ✓ Yes, I am ✓ I am a retired veteran ✗ No, I'm not 🎖️ Military Status I am a retired veteran Are you currently Active Duty? Are you National Guard or Reserves? Enlistment Number Select E1 E2 E3 E4 E5 E6 E7 E8 E9 E10 Were you deployed in 2026? Did you relocate for the Military? Did you receive relocation or housing allowances? How much did you spend to move? 🔄 Any major life changes in 2026? Did you get a New job, moved, bought or sold a home? ✓ Yes, things changed ✗ No major changes 🔄 Life Changes in 2026 New job(s) in 2026? Moved or lived in more than one state? If so, where did you move? Bought or sold a home? 👨👩👧 Do you have any dependents? Children, relatives, or others you financially support. ✓ Yes, I do ✗ No dependents 👨👩👧 Dependents Number of Dependents Select 012345678910 Select a number to add each dependent's details. Did you have a child in 2026? Paid childcare expenses? If so, how much did you spend on childcare? 💰 Let's check your 2026 income How many W-2, 1099, 1099-R, Social Security, investments, and more. ✓ Yes, I had income ✗ No income to report 💰 Income Sources Select all that apply. Employed (W-2) Self-employed (1099) Retirement income or distribution (1099-R) Gambling winnings, prizes, or lotteries Unemployment income Social Security benefits Investment income (dividends, interest, capital gains) Rental income Foreign income 💼 Do you own or operate a business? Includes self-employment, freelance work, or side income. ✓ Yes, I do ✗ No business income 💼 Business & Self-Employment I own or operate a business Business Type Select Sole Proprietorship Partnership Limited Liability Company (LLC) S Corporation C Corporation Nonprofit Organization Cooperative Trust Estate Joint Venture Franchise Professional Corporation Other 🎓 Did you Attend college or university and have expenses? This includes tuition, fees, and books. ✓ Yes, I did ✗ No, I didn't 🎓 Education & Credits Did you attend school? (1098-T) Did you pay student loan interest? (1098-E) 🏥 Do you have health insurance, an HSA, or medical expenses? Including Marketplace coverage, Form 1095, Health Savings Accounts, or out-of-pocket costs. ✓ Yes, I do ✗ No health items 🏥 Health Care Health Savings Account (HSA) Select Yes, I contributed to an HSA Yes, I took an HSA distribution Yes, I contributed and took a distribution No HSA activity Health Insurance Status Select Had health insurance all year Purchased through the Marketplace (Healthcare.gov) Received a Form 1095-A, 1095-B, or 1095-C I paid out-of-pocket medical expenses 🏠 Do you own a home or have property? Including buying, selling, moving, or losses. ✓ Yes ✗ No 🏠 Home & Assets I own a home Do you have Form 1098 Mortgage Interest Statement? Select Yes No Not sure Bought or sold a home this year Moved during the year Experienced a casualty or theft loss 📊 Did you have any side business income? Starting a business, using your car for work, equipment purchases, or contractors. ✓ Yes, I did ✗ No, I didn't 📊 Business/Side Income What applies to you? Select Started or closed a business this year Used my car for business purposes Purchased major equipment or assets for business Paid contractors (1099-NEC) 💳 Do you have deductions or credits to claim? Charitable donations, medical expenses, student loans, retirement contributions, and more. ✓ Yes, I do ✗ No deductions 💳 Deductions & Credits Select all that apply. Paid medical expenses Made charitable donations Paid for child or dependent care to work/look for work Paid student loan interest Paid tuition or educational expenses Contributed to an IRA or retirement plan Paid medical or dental expenses not covered by insurance Made charitable contributions Paid property taxes or mortgage interest 💰 Do you have retirement accounts or investment expenses? IRAs, Roth IRAs, retirement savings credits, and investment interest expenses. ✓ Yes, I do ✗ No, I don't 💰 Retirement & Investments Select all that apply. Traditional IRA Contributions — did you contribute to a Traditional IRA? (Form 5498) Roth IRA Contributions — did you contribute to a Roth IRA? (Form 5498) Retirement Savings Contribution Credit (Saver's Credit) — lower-income filers may qualify Retirement Savings Contribution Credit Amount Investment Interest Expenses — interest paid on money borrowed to invest (Form 4952) Other Investment Expenses — investment advisory fees or other investment-related costs Total Investment Expense Amount 📂 Any other tax items to report? IRS letters, digital assets, identity protection, foreign accounts, and more. ✓ Yes, I have items ✗ No other items 📂 Other Items ⚠️ REQUIRED by IRS At any time during 2026, did you receive, sell, exchange, or otherwise dispose of any digital assets (cryptocurrency)? Yes No Includes Bitcoin, Ethereum, NFTs, and all other cryptocurrencies or digital assets. Received an Identity Protection PIN (IP PIN) Received IRS letters or audits Need help with prior year taxes Have foreign bank accounts or financial assets Made estimated tax payments during the year Was a victim of identity theft Want to designate $3 to the presidential election campaign fund 📝 Anything else to add? Add any additional information, questions, or concerns below. Your notes will be included in the PDF download. ✅ Review Your Information Here's a summary of everything you've entered. Complete the form to see your summary here. I consent to TaxesbyRoss handling my tax information to prepare my return. Data retention note: information provided here is used for tax preparation and records support, then retained/deleted according to business and legal requirements. Reset Form 📥 Download PDF View Pricing ‹ Back Let’s get started ›
