Hall's Financial Solutions

Please answer accordingly. *

Rows	Yes	No
Have correct identification been provided? (WILL BE AT THE END)
Do all names on return match SS cards provided?
By your state's definition, are you LEGALLY married?
If yes, did your spouse live in your home through July or until December?
Did you/spouse receive military pay?
Can anyone claim you/spouse as a dependent?
Did you/spouse live with someone with a higher adjusted gross income?
Are you renting a room and can provide a rental agreement?
Did you input ALL Dependent/Qualifying Children
Have you verified birthday information entered on the return?
Did you/spouse provide over 50% of total support per ea. Dependent?
Does your dependent have a valid SS#?
-Under 19 and lived in the taxpayer's home more than one half of the
-Under 19 and foster child of taxpayer and lived in home for full year
-Under 19 and younger than you or your spouse
-Full time student age 19-24
-Totally disabled and can provide proof
*Are you claiming a brother, sister, niece, nephew, grandchild, or parent?
Did the parents of the dependent also live in the household?

Rows	Type
-If no, what is the reason for the absence?
-If yes, did they financially contribute to the household?
-If yes, is your adjusted gross income higher than that of the parents?
Can anyone else claim this dependent? Y/N

Taxpayer Signature*

sign here

Date*

Date

Spouse Signature

sign here

Date

Upload ALL Documents*

Please be advised that your tax return will not be processed until all required forms have been submitted. Failure to provide complete documentation will result in delays. Once all required materials are received, your tax return will be completed at our earliest convenience.

YES

YesNo

Would you like to apply for a refund advance?*

THIS IS SUBJECT TO BANK APPROVAL, FEE'S APPLIES BY BANK.

NAME OF BUSINESS*

EIN #*

YES

Rows	AMOUNTS
Advertising
Bad Debts
Commissions Paid
Fees Paid
Depletion
Depreciation/Section 179
Insurance (other then health)
Mortgage Interest
Other Interest Payments
Licenses
Professional Services
Legal Services
Office Expenses
Phones
Business Line
Cellular
Pager
Rent
Vehicle
Machinery
Equipment
Other Business Rent
Supplies
Taxes
Real Estate
Personal Property
Employee
Other
Travel
Meals/Entertainment
(enter total, 50% deductable)
Wages
Pension and Profit Sharing

Rows	AMOUNTS
Cost of Goods Sold
Beginning Inventory
Purchases
Personal Use Total
Other Costs
Ending Inventory
Equipment Purchased or Sold (List)
Car Expenses
Mileage
Business
Commuting
Other
Actual Expenses
Gas
Oil
Tires
Repairs
Tolls/Parking

Total Revenue*

YES

Would you like to apply for a refund advance?*

THIS IS SUBJECT TO BANK APPROVAL, FEE'S APPLIES BY BANK.

Upload ALL Documents*

Please be advised that your tax return will not be processed until all required forms have been submitted. Failure to provide complete documentation will result in delays. Once all required materials are received, your tax return will be completed at our earliest convenience.

Signature*

Print Name*

Date*

Date

Hall's Financial Solutions

Part 1: Your Personal Information

Filling status

Part 2: Dependent Information

Part 3: Bank Information

Part 4: Questionnaire

EITC Questionnaire

HALL'S FINANCIAL SOLUTIONS