Fillable online firs questionnaire for new tax payers

Here is a sample fillable online first-time taxpayer questionnaire:

First-Time Taxpayer Questionnaire

Introduction: Congratulations on filing your taxes for the first time! This questionnaire is designed to help us better understand your situation and ensure that you receive the correct tax credits and deductions. Please answer the questions honestly and to the best of your ability.

Section 1: Personal Information

• Name: _____
• Date of Birth: __
• Social Security Number: __
• Address: __

Section 2: Income Information

• What is your filing status? (Select one)
  • Single
  • Married Filing Jointly
  • Married Filing Separately
  • Head of Household
  • Qualifying Widow(er)
• What is your occupation? __
• What is your income from employment? (Include tips, bonuses, and overtime) $_____
• Do you have any other sources of income (e.g. investments, self-employment)? Yes No
• If yes, please describe: ___

Section 3: Dependents

• Do you have any dependents? Yes No
• If yes, please list their names and ages: ___
• Are any of your dependents claimed as dependents on someone else's tax return? Yes No

Section 4: Education Expenses

• Did you pay for education expenses (e.g. tuition, fees, books) in the past year? Yes No
• If yes, please estimate the total amount you paid: $_____

Section 5: Health Insurance

• Do you have health insurance coverage? Yes No
• If yes, please describe: ___

Section 6: Child Care Expenses

• Did you pay for child care expenses in the past year? Yes No
• If yes, please estimate the total amount you paid: $_____

Section 7: Other Expenses

• Did you pay for any other expenses that may be eligible for tax credits or deductions (e.g. mortgage interest, property taxes, charitable donations)? Yes No
• If yes, please describe: ___

Section 8: Additional Information

• Do you have any other information that you think would be helpful for us to know? ___

Section 9: Signature

• I certify that the information provided is accurate and complete to the best of my knowledge. ___
• Signature: __
• Date: ___

Submit Your Questionnaire: Once you have completed the questionnaire, please submit it to us by [insert deadline]. You can submit it online or by mail to [insert address].

Note: This is a sample questionnaire and may not be applicable to your specific situation. It is recommended that you consult with a tax professional or the IRS to ensure that you are taking advantage of all the tax credits and deductions available to you.