Income Tax Organizer Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Basic Information - Step 1 of 5Are you new to nice refund Tax Service? *YesNoWhat year(s) do you want to file?2024202320222021 or laterWhat year did you file with us last?20232022202120202019Do you need to update your contact info? *YesNoHow did you hear about us?Social MediaOnline SearchWord of MouthAdvertisementClient ReferralWho were you referred by:Taxpayer (Your Name) *FirstLastDate of Birth *MM123456789101112DD12345678910111213141516171819202122232425262728293031YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Social SecurityOccupationPhoneAddressAddress Line 1Address Line 2CityState / Province / RegionPostal CodeAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBolivia (Plurinational State of)Bonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCongo (Democratic Republic of the)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Kingdom of)EthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIran (Islamic Republic of)IraqIreland (Republic of)Isle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea (Democratic People's Republic of)Korea (Republic of)KosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia (Federated States of)Moldova (Republic of)MonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth Macedonia (Republic of)Northern Mariana IslandsNorwayOmanPakistanPalauPalestine (State of)PanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyrian Arab RepublicTaiwan, Republic of ChinaTajikistanTanzania (United Republic of)ThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited Kingdom of Great Britain and Northern IrelandUnited States Minor Outlying IslandsUnited States of AmericaUruguayUzbekistanVanuatuVatican City StateVenezuela (Bolivarian Republic of)VietnamVirgin Islands (British)Virgin Islands (U.S.)Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsCountryEmailOccupationDo you need to file state taxes?YesNoWhich state(s) do you need to file in?Did you move during the year?No; I am a full-year residentYes; I am a part-year residentDo you have income from a state where you do not live?YesNoList state(s)Preferred Contact Method Call Text Email Preferred Contact Time (select all) Morning (8am-12pm) Afternoon (12pm-5pm) Evening (5pm-9pm) Filing Status *Single (no dependents)Head of HouseholdMarried Filing JointlyMarried Filing SeparatelyQualifying Widow(er)Spouse *FirstLastSocial SecurityDate of BirthMM123456789101112DD12345678910111213141516171819202122232425262728293031YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920PhoneEmailOccupationWere you divorced or separated during the year?YesNoHave you received any notice from the IRS within the past year? *YesNoAre you behind on student loans or child support? *YesNoHow many Dependents will you be claiming?01234DependentSocial SecurityDate of BirthRelationship to youDependent 2Social SecurityDate of BirthRelationship to youDependent 3Social SecurityDate of BirthRelationship to youDependent 4Social SecurityDate of BirthRelationship to youDo you know of anyone who can claim the dependent(s)?YesNoDid you pay for child or dependent care?YesNoNextEnter the amount, if any, of the first economic stimulus payment issued (April 2020).Enter the amount, if any, of the second economic stimulus payment issued (December 2020).Did you (or your spouse) receive the third Economic Stimulus Payment issued (Notice 1444-C).YesNoEnter the amount amount received (Notice 1444-C):Did you (or your spouse) receive Advance Child Tax Credit payments in 2021?YesNoAggregate amount of advance child tax credit payments received:Did you (or your spouse) receive a w2 from any employer?YesNoPlease upload w2(s) here: Click or drag files to this area to upload. You can upload up to 20 files. Did you (or your spouse) receive any self-employment income?YesNoPlease upload 1099(s) here: Click or drag files to this area to upload. You can upload up to 20 files. Did you (or your spouse) have received any of the following payments:Interest/Dividends from: checking/savings accounts, bonds, CDs, brokerage? (Forms 1099-INT, 1099-DIV)Refund of state/local income taxes? (Form 1099-G)Income (or loss) from the sale or exchange of Stocks, Bonds, Virtual Currency or Real Estate? (including your home) (Forms 1099-S,1099-B)Disability income? (such as payments from insurance, or workers compensation) (Forms 1099-R, W-2)Retirement income or payments from Pensions. Annuities, and or IRA? (Form 1099-R)Unemployment Compensation? (Form 1099G)Social Security or Railroad Retirement Benefits? (Forms SSA-1099, RRB-1099)Income (or loss) from Rental Property?Other income? (gambling, lottery, prizes, awards, jury duty, virtual currency, Sch K-1, royalties, foreign income, etc.)Please upload all files based on your responses above: Click or drag files to this area to upload. You can upload up to 20 files. PreviousNextDid you have any major purchases (car, home, etc)?YesNoDollar amount of total major purchases:Did you (or your spouse) make any contributions or repayments to a retirement account?401kRoth IRATraditional IRADo you own a business or have equity in a partnership?YesNoDid you (or your spouse) have any of the following expenses:College or post secondary educational expenses for yourself, spouse or dependents? (Form 1098-T)Medical & Dental (including insurance premiums)Taxes (State, Real Estate, Personal Property, Sales)Mortgage Interest (Form 1098-E)Charitable ContributionsChild or dependent care expenses such as daycareSupplies used as an eligible educator such as a teacher, teacher’s aide, counselor, etcExpenses related to self-employment income or any other income you receivedStudent loan interest? (Form 1098-E)Please upload all files based on your responses above: Click or drag files to this area to upload. You can upload up to 20 files. PreviousNextBusiness or profession, including product or serviceBusiness name. If no separate name, leave blank.Business AddressAddress Line 1Address Line 2City--- Select state ---AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeNAICS codeEmployer ID number (EIN) if anyEntity Structure:Sole ProprietorLLCS-CorpC-CorpNon-profitWas the business started this year?YesNoWhen was the business started?Accounting MethodCashAccrualNot sureDid your business do any of the following:Manufacture items for resale?Buy or sell any business assets?Pay for your own health insurance?Contribute to a self-employed retirement plan?Pay anyone $600 or more for contract labor?Pay any family members for services?Business IncomeGross receipts or salesReturns and allowancesOther incomeCost of Goods SoldInventory at the beginning of the yearPurchases (less cost of items withdrawn for personal use)Cost of labor (do not include any amounts paid to yourself)Materials and suppliesOther costsInventory at end of yearBusiness ExpensesAdvertisingCommission and feesContract laborEmployee benefit programInsurance (other than health)Interest - MortgageInterest - OtherLegal and professional feesMeals & EntertainmentOther Expense(s)Do you use your vehicle for work activities?YesNoOffice ExpenseRent or lease - Vehicles, machinery, and equipmentRent or lease - Other business propertyRepairs and maintenaceSupplies (not included in inventory cost)Taxes and licensesTravel & LodgingUtilitiesWagesDescribe or list the Expense(s):Business milesDo you have a dedicated home office space?YesNoSquare foot of home:Square foot of space:Equipment PurchasesAssestDate PurchasedCostNew or Used?Equipment SoldAssestDate SoldPriceTrade-in?YesNoPlease upload supporting documents: Click or drag files to this area to upload. You can upload up to 20 files. Additional Questions:Did You (or Your Spouse):Have a Health Savings Account? (Forms 5498-SA, 1099-SA, W-2 with code W in box 12)Have credit card, student loan or mortgage debt cancelled/forgiven by a lender? (Forms 1099-C)Purchase and install energy-efficient home items? (such as windows, furnace, insulation, etc.)Receive the First Time Homebuyers Credit in 2008?Make estimated tax payments or apply last year’s refund to this year’s tax?File a federal return last year containing a “capital loss carryover” on Form 1040 Schedule D?Have health coverage through the Marketplace (Exchange)? [Provide Form 1095-A]Live in an area that was declared a Federal disaster area?Please upload all files based on your responses above: Click or drag files to this area to upload. You can upload up to 20 files. PreviousNextPlease upload a copy of your Drivers License: Click or drag files to this area to upload. You can upload up to 4 files. Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?YesNoEnter IP-PIN here:If you are due a refund, would you like to receive it via direct deposit? *YesNoIf you have a balance due, would you like to make a payment directly from your bank account?YesNoRouting NumberAccount NumberCheckingSavingsWould you like to apply for a refund advance of up to $7,000?YesNo*From January 2nd to March 17th*Please upload last years tax return: Click or drag files to this area to upload. You can upload up to 4 files. *do not send if you filed with us last year*Select a Tax PreparerAny PreparerTito LadejobiDami LawalKiaria BoudreauxD'Yonne' BrowderComments:nice refund Tax Service will prepare your business and individual tax return based on the information you have provided. As the taxpayer, you are ultimately responsible for the preparation and filing of your tax return. I, the taxpayer named above, have provided to nice refund Tax Service the attached tax information and to the best of my knowledge, this information is true, correct and complete. I declare that I understand all the above questions and have answered them truthfully to the best of my ability and will not hold my tax preparer responsible for any misleading information. Agreement *I agree to terms & conditions.Submit
