Submit Tax Information - Slaton Financial Services

Please use this form to submit your tax information to us. After you submit the information, you will be prompted to enter your bank information for our payment processing.

** Use “Next” to move to the next group of questions. Only use “Save & Continue” if you want to pause the form and continue at another time. You will continue by clicking the link in the email you receive. **

Step 1 of 13

Name(Required)

First Last

Are you a new or existing client?(Required)

New

Existing Client

New Client Setup

Your Full Name(Required)

First Middle Last

Spouse's Full Name

First Middle Last

Your Social Security Number(Required)

No Dashes or Spaces

Spouse's Social Security Number(Required)

No Dashes or Spaces

Your Address(Required)

Street Address Address Line 2 City State ZIP Code

Phone(Required)

Email(Required)

Enter Email Confirm Email

Do you have Dependents?(Required)

Yes

List Dependents Here(Required)

Full Name

SSN (no dashes or spaces)

DOB (mm/dd/yyyy)

Submit 2 Years of Past Tax Returns

Drop files here or

Accepted file types: pdf, Max. file size: 25 MB, Max. files: 4.

Existing Client

Did your address, phone number or email change during the tax year?(Required)

Update Address

Update Phone

Update Email

Not Today

Update Your Address(Required)

Street Address Address Line 2 City State ZIP Code

Update Phone(Required)

Update Email(Required)

Enter Email Confirm Email

Personal Information

Did your marital status change during the year?

Yes

Explanation of Marital Status change(Required)

Did your name change during the tax year?

Yes

Explanation for Name Change(Required)

If your filing status is married, but you are filing separately from your spouse, did you and your spouse live apart for the last 6 months of the tax year?

Yes

Can you or your spouse be claimed as a dependent by someone else?

Yes

Were you, your spouse, or any dependents a victim of identity theft?

Yes

Explain the identity theft issue.(Required)

Were you, your spouse, or any dependents issued an Identity Protection PIN (IP PIN)?

Yes

If you have been issued an Identity Protection Pin (IP PIN), provide Notice CP01A from the IRS(Required)

Max. file size: 25 MB.

Dependent Information

Did you have any changes in dependents during the year?

Yes

Explain the changes in Dependents.(Required)

Can another Person Qualify to claim any of your dependents?

Yes

Did you have any child or dependent care expenses during the year?

Yes

Did you have any adoption expense during the year?

Yes

Did you have any children under the age of 19 or a full-time student under the age of 24 with more than $2,500 of unearned income?

Yes

Health Care Information

Did any member of your household have healthcare coverage through the Marketplace (Obamacare)?

Yes

Did you receive any distributions from a Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA during the tax year?

Yes

Income, Purchases, Sales, and Debt Information

Did you receive any tips not reported to your employer?

Yes

Did you receive any disability income during the year?

Yes

Did you cash in any U.S. savings bonds during the year?

Yes

Did you start a new business or purchase any rental property during the year?

Yes

Did you purchase any business assets or convert any assets to business use?

Yes

If you converted assets, please provide the cost of the asset, the date it was placed in service, and the business use percentage.(Required)

Did you purchase any gasoline, diesel, or special fuels for off-road business use?

Yes

Did you buy or sell any stocks, bonds, or other investments during the year?

Yes

Did you sell a principal residence during the year?

Yes

If you sold a principal residence, please submit closing documentation for the purchase or sell of the home.(Required)

Max. file size: 25 MB.

Did you have a principal residence or a piece of real property foreclosed on during the year?

Yes

Did you abandon a principal home or a piece of real property during the year?

Yes

Did you refinance your principal home or second home or take out a home equity loan during the year?

Yes

If refinanced or got a home equity loan, provide all escrow, closing, and other pertinent documentation and information?(Required)

Max. file size: 25 MB.

Did you receive any principal or interest during this year from property sold in prior years?

Yes

Did you rent out your home or use it for business?

Yes

Did you sell, exchange, or purchase any real estate during the year?

Yes

Did you acquire a new or additional interest in a partnership or S corporation?

Yes

Did you have any debts canceled or forgiven in the tax year?

Yes

Does anyone owe you money that has become uncollectible?

Yes

Did you purchase a new or previously owned clean vehicle (electric vehicle, plug-in hybrid, fuel-cell vehicle qualified commercial clean vehicle) during the year?

Yes

Purchased a clean vehicle.....Please provide the report the dealer or seller is required to provide to you.(Required)

Max. file size: 25 MB.

Did you receive income or incur expenses associated with a fantasy sports league?

Yes

Fantasy sports income or expenses.. provide the documentation(Required)

Max. file size: 25 MB.

Itemized Deduction Information

Do you have itemized deduction information to submit(Required)

Yes, I have Itemized Deductions

No, on to the next group of questions

Unsure

Did you pay out-of-pocket medical or dental expenses (premiums, prescriptions, mileage, etc.) during the year?

Yes

Did you pay any long-term care premiums for yourself, your spouse, or a dependent during the year?

Yes

Did you receive any state or local income tax refunds from prior years?

Yes

Did you make any major purchases (vehicle, boat, etc.) during the year?

Yes

Did you pay any real estate property taxes or personal taxes during the year?

Yes

Did you pay mortgage interest during the year?

Yes

Did you make cash donations to charity during the year?

Yes

Did you make noncash donations to charity (clothes, furniture, etc.) during the year?

Yes

Did you donate a boat or vehicle during the year?

Yes

Donation of boat or vehicle document submission.(Required)

Max. file size: 25 MB.

Did you have gambling winnings or losses during the year?

Yes

Did you have any job-related expenses that were not reimbursed by your employer (uniforms, safety equipment, etc.)?

Yes

Did you use your vehicle on the job other than for commuting to work?

Yes

Did you work out of town at any time during the year?

Yes

Retirement Information

Do you have Retirement Information to submit(Required)

Yes, I have Retirement Information to submit

No, on to the next group of questions

Unsure

Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan during the year?

Yes

Did you make any withdrawals or receive distributions from a pension or profit-sharing plan, IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan during the year?

Yes

Did you execute any rollovers from an IRA, Roth, Keogh, Simple, SEP, or 401(k), or other qualified retirement plan during the year?

Yes

Did you receive any Social Security benefits during the year?

Yes

Social Security Document Submission

Drop files here or

Max. file size: 25 MB, Max. files: 10.

SSA-1099 for example

Education Information

Do you have Education Information to submit(Required)

Yes, I have Education Information to submit

No, on to the next group of questions

Unsure

Did you pay tuition expenses that were required for attending college, university, or vocational school for yourself, your spouse, or a dependent during the year (even if classes were attended in another year)?

Yes

Did anyone in your household attend a post-secondary school during the year?

Yes

Did you make a contribution to or receive distribution from an Educational Savings Account or Qualified Tuition Program during the year?

Yes

Did you pay student loans interest for yourself, your spouse, or your dependents during the year?

Yes

What was the amount of Student loan interest paid?(Required)

Did you receive forgiveness on a qualifying federal student loan?

Yes

Foreign Tax Information

Do you have Foreign Tax Information to submit(Required)

Yes, I have Foreign Tax Information to submit

No, on to the next group of questions

Unsure

Did you have a financial interest in or signature authority over a financial account or asset located in a foreign county?

First Choice

Second Choice

Third Choice

Refund, Withholding, and Estimated Tax Information

If you have an overpayment of last year's taxes, do you want the refund applied to this years estimated taxes?

Yes

Did you make any estimated payments toward last years taxes?(Required)

Yes

Details of Estimated Tax Payments(Required)

Date of Estimated Tax Payment

Amount of Estimated Tax Payment

Did you apply an overpayment of your taxes (2 years ago) to your last year's estimated taxes?(Required)

Yes

Do you want to have any refund or balance due directly deposited or withdrawn?(Required)

Yes

if you say "Yes" we can have the money applied to the same bank account you use for payment. That information is submitted after all sections of this form are completed.

Do you anticipate your income or withholdings to be different in the next year we do a return for you? (this current year)(Required)

Yes

Miscellaneous Information

Do you have any other information that needs to be addressed?

Yes

Unsure

Did you receive, sell, exchange, gift, or otherwise dispose of any digital asset or financial interest in any digital asset?

Yes

W2 Employee Information

Do you have any W2s to submit?(Required)

Yes

Submit W2s here

Drop files here or

Accepted file types: pdf, Max. file size: 25 MB, Max. files: 10.

1099 Information

Do you have any 1099s to submit?(Required)

Yes

Submit 1099s Here

Drop files here or

Accepted file types: pdf, Max. file size: 25 MB, Max. files: 10.

Additional Tax Information

Do you have additional documents to submit - Form 1098 (Mortgage interest), Form K-1 (Partnership and/or S Corp), Form 1095 (Health Insurance), etc?(Required)

Yes

Did you miss anything? Please submit here. Otherwise you are all done. Thank you.

Upload Additional Documents Here(Required)

Drop files here or

Max. file size: 25 MB, Max. files: 10.

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