Tax Form Eligibility Worksheet
Use this worksheet to capture the information needed to determine tax form eligibility.
Applicant Information
Full Legal Name
*
First Name
Middle Name
Last Name
Email Address
*
example@example.com
Country of Tax Residency
*
Please Select
United States
Canada
United Kingdom
Australia
Other
Tax Filing Profile
Filing Status
*
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Tax Year
*
Had Taxable Income During the Year?
*
Yes
No
Eligibility Details
Residency Duration in Tax Year
*
Had or Claimed Dependents
*
Yes
No
Primary Tax Situation Category
*
Please Select
Employee/W-2
Self-Employed
Student
Retiree
Investor
Nonresident
Mixed Situation
Other
Additional Notes for Eligibility Review
Submit
Should be Empty: