FAQs | Tax Hero

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FAQ’s

Tax Return Questionnaire

Small Business / Self-Employed Tax Return Questionnaire

Business/Company Name *

Taxpayer's Name *

First

Last

Date of Birth *

Taxpayer's Spouse (if applicable)

First

Last

Date of Birth (Spouse)

Address *

City, State *

Zip Code *

Phone Number *

Email *

Taxpayer Filing Status *

Single
Married filing separately
Married filing jointly
Head of Household
Window/Widower

Type of Filing Form *

1099
1065
1120
1120 S
990

Taxpayer Blind or Disabled? *

Are you a Veteran? *

EXPENSES

You can type in the information under each expense category and or upload documents within the "Document & File Uploader" at the bottom of the form. Please contact us with any questions: 614.806-3068 or info@taxherocolumbus.com.

Mileage/Gas *

Auto Expenses

Repair/Maintenance

Supplies

Taxes & Licenses

Travel

Utilities

Insurance

Meals

Per Diem (if applicable)

Advertising

Legal Expenses

Other Income:

Total Other Income:

Net Income (Loss):

Documents & File Upload

Click or drag files to this area to upload. You can upload up to 20 files.

Any document you have, you can upload here. You are also able to take a photo of documents and upload as well.

ID Upload

Click or drag files to this area to upload. You can upload up to 20 files.

Any document you have, you can upload here. You are also able to take a photo of documents and upload as well.

Recieving Refund Preference *

Pre-paid card
Check
Direct Deposit

I declare, under the penalties of perjury, that the information contained within this document was prepared by me the undersigned, and is true to the best of my knowledge and information.

Taxpayer Signature *

Yes, I agree

I declare, under the penalties of perjury, that the information contained within this document was prepared by me the undersigned, and is true to the best of my knowledge and information.

Today's Date *

1099 FORM & INFORMATION

Click HERE to access a 1099 form & learn more about instructions for certain information returns HERE.

Child Tax Credits

The American Rescue Plan increased the amount of the Child Tax Credit from $2,000 to $3,600 for qualifying children under age 6, and $3,000 for other qualifying children under age 18.

Click HERE for addtional information.

Upload ADDITIONAL Documents

If you’ve already filled out the Tax Return Questionnaire and you need to upload additional documents? No problem, just click HERE.

What are the necessary documents for filing?

Copy of your W-2 Form
Your Social Security Card
The Social Security Card of any of your dependents
State Issued ID or Drivers LIcense

Consent to use of Tax Return Information

Click HERE to access the document

Income Credit

Click HERE for further information.