Example of completed firs questionnaire for new tax payers filled
Here's an example of a completed first questionnaire for new taxpayers:
New Taxpayer Questionnaire
Personal Details
- Name: John Doe
- Date of Birth: 12/05/1990
- Address: 123 Main St, Anytown, USA 12345
- Phone Number: 555-555-5555
- Email: [email protected]
Employment Details
- Occupation: Software Engineer
- Employer: ABC Corporation
- Employer's Address: 456 Corporate Dr, Anytown, USA 12345
- Employer's Phone Number: 555-555-5556
- Employer's Email: [email protected]
- Gross Income: $80,000
Income Sources
- Salary/Wages: $80,000
- Interest Income: $1,000
- Dividend Income: $500
- Capital Gains: $0
- Other Income (please specify): $0
Deductions
- Standard Deduction: $12,000
- Itemized Deductions:
- Mortgage Interest: $8,000
- Property Taxes: $2,000
- Charitable Donations: $1,000
- Medical Expenses: $1,000
- Other Itemized Deductions: $0
Tax Credits
- Earned Income Tax Credit (EITC): $0
- Child Tax Credit: $0
- Education Credits: $0
- Other Tax Credits (please specify): $0
Dependents
- Spouse's Name: Jane Doe
- Spouse's Date of Birth: 12/05/1992
- Number of Children: 2
- Children's Names: Timmy Doe (born 12/05/2015) and Sally Doe (born 12/05/2018)
Other Information
- Do you have any foreign bank accounts or financial assets? No
- Have you received any gifts or inheritances? No
- Do you have any outstanding tax debt or liens? No
Signature
I, John Doe, hereby certify that the information provided in this questionnaire is accurate and complete to the best of my knowledge. I understand that providing false or incomplete information may result in penalties and fines.
Signature: __ Date: __
Please note that this is just an example and actual tax forms may vary depending on the country, state, or region you are in. It's always best to consult with a tax professional or the relevant tax authority for specific guidance.