Tax Return Drop Off

Bowman’s Tax Service

To prepare your taxes in a timely manner please take a moment to complete these drop off forms. If you have any concerns in the process of completing these forms, please feel free to contact me with any concerns regarding these forms.

After completion, please upload these forms as well as all documentation that will be used in filing your return. After your tax return is prepared, you can make an appointment to sign all the paperwork or complete your signing process online. Fill out these forms to the best of your knowledge, and review and sign the legal documents.

Clients
Information

Can you be claimed as a dependent by someone else?

YesNo

Are you or your spouse an active member of the military?

YesNo

Would you like to elect $3 to the presidential campaign fund?

YesNo

Marital Status

SingleMarriedWidowed - Head of Household

DEPENDENTS

Name Relationship Date of Birth SSN or ITIN Full Time Disabled?

Job Expenses

DROP OFF DOCUMENT CHECKLIST

INCOME (Checklist all that apply & include documents)

Self Employement* _ _ _ _ _ _

Interest (1099-Int)

YesNo

Social Security/Retirement

YesNo

Dividends (1099-Div)

YesNo

Rental Property*

YesNo

Stock or Mutual Fund sale (1099-B)

YesNo

OTHER EXPENSES: (Check all that apply & include documents.)

YesNo

Self Employment*

YesNo

Rental Property*

YesNo

CREDIT & DEDUCTIONS: (Check all that apply & include documents.)

YesNo

Donate cash or goods to a charity?

YesNo

Pay Student Loan interest?

YesNo

Pay Child/Dependent Care Expenses?

YesNo

Have a Mortgage Payment? (1098)

YesNo

Make an IRA Contribution?

YesNo

Make a major taxable purchase?

YesNo

MISCELLANEOUS*: (Check all that apply.) Did you or your spouse:

YesNo

Sell a home?

YesNo

Take an IRA or 401(k) distribution?

YesNo

Pay/Receive alimony?

YesNo

Adopt a child?

YesNo

Suffer catastrophic loss?

YesNo

Have gambling winnings/losses?

YesNo

HEALTH INSURANCE

(Check all that apply & include documents.) Were you or any members of your household?

Self-Employment Income

Client Id Info

Legal Disclaimers Client received Privacy Policy, Consent to Use and Consent to Disclose Service
Provider documents, and the documents were explained and executed as applicable.

YesNo

Did the client review and sign the Client Service Agreement?

YesNo

Did the client review and sign the Client Service Agreement?

YesNo

Follow Up How would the client like to review and approve their tax return? – Appointment time and date or online:

If Approve Online is selected, you must verify Taxpayer and Spouse (if applicable) Identification.

Emerald Card

YesNo

Receive Check

YesNo

Direct Deposit

YesNo

ContactBowman's Tax Service

Address: 2409 W 117th St, Chicago, IL 60655
Phone: (773) 567-9437

Bowman’s Tax Service

Clients Information

DEPENDENTS

Job Expenses

DROP OFF DOCUMENT CHECKLIST

HEALTH INSURANCE

Self-Employment Income

Client Id Info

ContactBowman's Tax Service

Clients
Information