Next Tax Client Information 2021

Client Info Form

Please fill out the form below to submit your tax information to Next Tax. If you have any questions prior to completing this form, do not hesitate to contact us by email TaxHelp@NextAdvisors.Tax or by phone at (832-572-5400).
Is this year your first year filing your taxes with Next Tax?*

YesNo
NOTES:

1. You can start this form and you may save as you go but you must complete Page 9 and get a confirmation page in order for your information to be sent to us.

2. If you get stuck with an error message on a field, try to click on the field and use the backspace to delete your prior entry.

3. For security reasons, if you are a new client, please allow up to 1 business day for us to open your portal for document upload. If you don't see an email from SMARTVAULT within 24 hours, please CALL US at 832-572-5400 x102.
Primary Taxpayer's Name*

First NameMiddle InitialLast NameSuffix
Social Security Number*
Date of Birth*

MonthDayYear
Date
Occupation*
Email*
example@example.com
Taxpayer's Phone Number

Area CodePhone Number
Address

Street Address

Street Address Line 2

CityState

Zip Code
Type of Official ID
State or Country that Issued ID
ID or Driver License Number
ID or DL Expiration Date
MM/DD/YYYY
Did your marital status change during the year?

YesNo
Were you considered Married at the end of the tax year?

YesNo
Are you wanting to file a Joint Return with your Spouse?

YesNoTell Me Which is Better
Why do you want to file separately?

If you are married, do you have the same spouse as on last year's tax return?

YesNo
Spouse's Name

First NameMiddle InitialLast NameSuffix
Spouse's Social Security Number
Spouse Date of Birth

MonthDayYear
Date
Email
example@example.com
Phone Number

Area CodePhone Number
Spouse's Occupation*
Type of Official ID - Spouse
State or Country that Issued ID
ID or Driver's License #
ID or DL Expiration Date
MM/DD/YYYY

Payment/Refund Information
Select below the method that you prefer to receive your refund or make electronic payments

Direct Deposit or Electronic PaymentsPayments by Check
Bank Name
Skip if you prefer payments by check
Bank Account Number
Bank Routing Number
Account Type

CheckingSavings

Child and Dependent Daycare Expenses

If the provider is a person, enter the care provider's SSN
Provider

NameTax ID #/ SSN
Was the care provided in your own home?

YesNo
Provider Address

Street Address

Street Address Line 2

CityState

Zip Code
Provider Phone Number

Area CodePhone Number
Child's Name 1 Amount Paid*

First NameAmount Paid
Child's Name 2 Amount Paid

First NameAmount Paid
Do you want to enter another child care provider?

YesNo
Provider

NameTax ID #/ SSN
Was the care provided in your own home?

YesNo
Provider Address

Street Address

Street Address Line 2

CityState

Zip Code
Provider Phone Number

Area CodePhone Number
Child Name Amount Paid*

First NameAmount Paid
Child Name Amount Paid

First NameAmount Paid
If there were more than 2 providers, please provide the additional provider information on a piece of paper or in the notes at the end of this interview.

Client Info Form