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WELCOME to V Tax Filing. We're looking forward to helping you handle all your tax needs more quickly and easily.
You can now enjoy our 9 Free Value Added Services with Discounted Rates for your Tax Filing.
9 Free Value Added Services : Tax Planning, Tax Return Evaluation, IRS AUDIT Representation, ITIN Processing
for your Spouse/Dependents, FBAR/FATCA Processing, Extension Filing, City or Local Tax Preparation & Filing,
Managed Hosting Services, Back Taxes Owed.
Discounted Rate Card For Your Tax Filing:
Personal Details:
First Name
Middle Name
Last Name
SSN / ITIN
Date of Birth (mm/dd/yy)
Occupation
Home Number
Cell Number
Email Id
Current Address
Marital Status as on Dec
31, 2016 (Single or
Married)
Date of Marriage
(mm/dd/yy)
Visa Type as on Dec 31,
2016
Was there any change in
the Visa Status during
2016? Mention dates
Note: Please enter the name exactly as it appears on the SSN/ITIN
Residency Details:
First Name
Middle Name
Last Name
SSN / ITIN
Date of Birth (mm/dd/yy)
Relationship
(Son/Daughter/Parents
etc)
Visa Type
First Port of Entry Date
into US (mm/dd/yy)
No. of months stayed in
US during 2016
Enter the below details only if Spouse is working or Full time student or Disabled. (Enter the expenses incurred for
day care / preschool / nursery)
Health Coverage:
Are you and your Family members covered under Health Coverage under Federal Yes/NO
laws??? Mandatory
If not please specify for how many month it was not covered.
Bank Details: (For Direct Deposit of Refund / Auto Withdrawal of Owe Amount)
Bank Name Bank Of America
Routing Number
Account Number
Account Type (Savings/Checking)
Account Owner Name
Employment Details:
Particulars Taxpayer Spouse
Name of the Employer
Employer Location (City,
State)
Employment Start Date
Employment End Date
Do you work at Employer
Location (or) at Client
Location?
Note: Add the same table for each employer you have worked during Tax Year (TY) 2016.
Have you owned any Vehicle during the Tax Year 2016? Yes/No
Was the Vehicle used for travel to Client Locations?
If used at Client Locations - Please provide the following information:
1) Make & Model of the Vehicle
2) Purchase Date
3) Cost Price
4) Total Mileage during Tax Year 2016 (See Car Odometer)
5) One-way commuting distance between Home & Client Location
6) Sales & Excise Tax paid on the vehicle bought in Tax Year 2016
Relocation Expenses:
(Enter only expenses incurred during 2016 to the extent not reimbursed by your Employer)
Education Expenses:
Did you claim any First Time Home Buyer Credit on 2008 return? If yes, please
mention the amount you claimed. Some taxpayers are required to repay the credit
claimed in 15 tax years.
Particulars Details
a. Property Type? (Residential/Commercial)
b. Location/Address
c. Specify the following:
a. No. of months rented in year 2016
b. No. of months you used for personal purpose
d. Property is owned by (Taxpayer/Spouse/Joint)
e. Date this property was purchased (mm/dd/yy)
f. Cost of the property
g. Rental Income received
h. Rental Expenses incurred to earn Rent, if any
FBAR/FATCA:
Form W2 / W2C
Last Year Federal & State Tax Return (mandatory)
All 1099 Documents like 1099 Int, 1099 Div, 1099B, 1099Misc, 1099G,1099R
Foreign Tax Certificate (If you have any foreign Income)
Form 1095-A/1095-B/1095-C (Health Coverage)
NOTES TO TAX CONSULTANT: If you want to mention any other points which are not described above, please
mention here:
We request you to kindly refer any of your friends/colleagues/relatives and. We would be pleased to honor you with a
Referral Bonus @ $10 per referral. Please enter their Names & Contact Details below.
Dear Taxpayer -
Once again thank you very much for investing your time in filling this tax document. We will estimate your tax returns
and share you the draft copy of your tax returns for your review in next 24 hours. Appreciate your patience until such
time.