Get Wi Gcu Income Tax Preparation Client Information Questionnaire 2020

Completing the WI GCU Income Tax Preparation Client Information Questionnaire is essential for accurate tax preparation. This guide will provide you with easy-to-follow instructions to complete the form online, ensuring that all necessary information is included clearly and concisely.

Follow the steps to successfully complete the online form

1. Click ‘Get Form’ button to access the form and open it in your editor.
2. Begin with Section 1, Personal Information. Fill in your last name, first name, middle initial, and Social Security Number. Indicate your marital status by selecting the appropriate option.
3. Continue with your address details, including street address, apartment number (if applicable), city, state, and zip code. Enter your home phone number, work phone number, email address, date of birth, and occupation.
4. In Section 1, provide details about your spouse if applicable. Repeat the previous steps for their personal information.
5. Move to Section 2, Filing Status. Select your appropriate filing status based on your current situation.
6. Proceed to Section 3, Dependent Information. For each dependent, input their first name, last name, Social Security Number, date of birth, relationship, gross income, and whether they are a full-time student.
7. In Section 4, Health Insurance Coverage, indicate if you received any IRS documents related to your health insurance. Provide information for those without coverage if applicable.
8. In Section 5, answer any income questions, including any sales, rental income, or other income types.
9. Continue with Section 6, where you will answer general questions concerning deductions and previous tax filing.
10. Finally, ensure that you sign and date the form and provide information regarding how you would like to receive any tax refund.
11. Before submitting, save your completed form, and consider downloading, printing, or sharing it as needed.

Complete your documents online today for a streamlined tax preparation experience.