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Returning Client QuestionnaireDATEPlease complete each ELD to the best of your ability, before submitting back to your tax preparer:TAXPAYER INFORMATIONSECTION 1Last NameFirst Telephone NumberEmail
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How to fill out filing your income tax

01
Gather all necessary documents such as W-2 forms, 1099 forms, and receipts.
02
Determine your filing status (single, married filing jointly, married filing separately, head of household, etc.)
03
Choose the appropriate tax form (1040, 1040A, or 1040EZ) based on your income and deductions.
04
Calculate your total income including wages, salaries, tips, and any other sources of income.
05
Deduct eligible expenses and contributions such as mortgage interest, student loan interest, and charitable donations.
06
Complete the appropriate sections of the tax form, including personal information, income, deductions, and credits.
07
Double-check all calculations and information for accuracy.
08
Sign and date the tax form before mailing it to the IRS or filing electronically.

Who needs filing your income tax?

01
Individuals with income above a certain threshold determined by the IRS are required to file their income tax.
02
Self-employed individuals, freelancers, and independent contractors must also file income tax.
03
Anyone who received income from sources other than a regular job, such as investments or rental properties, needs to file income tax.
04
Certain deductions or credits may also require filing a tax return to claim the benefit.
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Filing your income tax is the process of submitting your annual income tax return to the government, reporting your earnings and calculating your tax liability.
Generally, individuals who earn above a certain income threshold, are self-employed, or meet other specific criteria are required to file their income tax.
To fill out your income tax, gather your financial documents, complete the necessary tax forms, and report your income, deductions, and credits, either by hand or using tax software.
The purpose of filing your income tax is to report your income to the government, determine your tax liability, and contribute to funding public services and infrastructure.
You must report your total income, eligible deductions, tax credits, and any additional taxes owed or refunds due, along with your personal identification information.
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