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Get the free 2021 Tax Season New Client Questionnaire

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Individual Questionnaire 1 April 2021 to 31 March 2023 Ensure this questionnaire is completed and included with your recordsClient Name:Phone:IRD Number:Email:To:WHALEY HARRIS GURNEY www.whaleyharrisdurney.co.nzTerms
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Gather all necessary tax documents such as W-2 forms, 1099 forms, receipts, and other financial records.
02
Decide how you will file your taxes - whether electronically or by mail.
03
Choose the appropriate tax form based on your filing status and income level (e.g. 1040, 1040A, 1040EZ).
04
Fill out the necessary sections of the tax form, including personal information, income, deductions, and credits.
05
Double check all information for accuracy and completeness before submitting your tax return.

Who needs 2021 tax season new?

01
Anyone who has earned income in the 2021 tax year, including individuals, self-employed individuals, and business owners, needs to file taxes for the 2021 tax season.
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Tax season new client refers to individuals who are first-time clients during the tax season.
Anyone who meets the criteria of a new client during the tax season is required to file.
Tax season new clients can fill out the necessary forms either online or with the help of a tax professional.
The purpose of tax season new client is to ensure that individuals who are new clients are correctly filing their taxes.
Tax season new client must report their income, deductions, and any other relevant financial information.
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