Client Tax Estimate Checklist
Personal Information
- Filing Status: Single, Head of Household, Married Filing Jointly, etc.
- Number of Dependents: List their names and ages.
Income Information
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Total Income:
- W-2 Income: Total wages.
- Self-Employment Income: Total income and major expenses.
Credits and Deductions
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Earned Income Tax Credit (EITC):
- Number of dependents.
- Estimated Adjusted Gross Income (AGI).
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Child Tax Credit (CTC):
- Dependents under 17 with valid SSNs.
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Other Credits (if applicable):
- Childcare expenses or education credits.
Additional Information
- Last Year's Tax Return: Did you receive a refund or owe taxes?
- Other Income or Adjustments: Include any unemployment, retirement, or investment income.
Disclaimer
Professional Ink Tax Services to provide an estimated calculation of your potential tax refund or liability based on the information you have provided. This estimate is not a guarantee of your actual refund or liability and may change once your full tax return is prepared and submitted.