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Tax Preparation Eligibility Questionnaire Credit union membership is required for participation in our tax preparation service. Are you a member of SECT, LG FCU, or CPCFC? Yes Please continue to the

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How to fill out tax preparation eligibility questionnaire

01

Gather all the necessary documents such as your W-2 forms, 1099 forms, and any other income-related documents.

02

Start by carefully reading each question on the tax preparation eligibility questionnaire.

03

Provide accurate and complete information for each question.

04

Make sure to double-check your answers before submitting the questionnaire.

05

If you're unsure about any question or need assistance, consult a tax professional.

06

Once you have filled out the entire questionnaire, submit it according to the instructions provided.

Who needs tax preparation eligibility questionnaire?

01

Individuals who are required to file taxes and determine their eligibility for certain tax preparation services or benefits.

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