Last Updated : January 14, 2009
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General Info

Client Information Sheet

Single:

The filing status can be a Single, if taxpayer was never married, or was legally separated or was widowed before January 1, 2006, and did not remarry before the end of the 2006. But if taxpayer has a dependent child, then taxpayer may be able to use the qualifying widow(er) filing status.

Married Filing Jointly:

You can check this box if,
- taxpayer was married at the end of the tax year, even if he/she did not live with spouse at the end of the year.
- taxpayer's spouse died in tax year and taxpayer did not remarry in the tax year.
- taxpayer was married at the end of the tax year, and spouse died in next year before filing a tax year return.

Married Filing Separately:

If you are married and file a separate return, you will usually pay more tax than if you use another filing status for which you qualify. Further you cannot take the student loan interest deduction, the education credits, or the earned income credit. And if your spouse itemizes deductions, you cannot take standard deduction.

If your filing status is married filing separately, then answer whether your spouse lived with you for this year.

If your spouse itemizes deduction then you cannot take standard deduction.

Head of Household:

This filing status is for unmarried individuals and legally separated persons.
(1) The taxpayer can file return under this head if he/she was unmarried or legally separated under a decree of divorce at the end of tax year, and either,
(i) taxpayer paid over half the cost of keeping up a home that was the main home for the whole year of taxpayer's parent whom he/she can claim as a dependent, or,
(ii) taxpayer paid over half the cost of keeping up a home in which he/she lived and in which one of the following also lived for more than half of the year.....(a) any person whom taxpayer can claim as a dependent, (b) taxpayer's unmarried qualifying child who is not dependent, (c) taxpayer's married qualifying child who is not dependent only because can be claimed as a dependent on someone else's return in the tax year, (d) taxpayer's child who is neither dependent nor qualifying child.

(2) The taxpayer can also file a return under this head, even if he/she was not divorced or legally separated at the end of the tax year, and can be considered unmarried if
(a) taxpayer lived apart from spouse for the last 6 months, (b) taxpayer file a separate return from spouse, (c) taxpayer paid over half the cost of keeping up his/her home, (d) taxpayer's home was the main home of his/her child, stepchild, or foster child for more than half of the tax year, (e) taxpayer can claim this child as his/her dependent or could claim the child except that the child's other parent can claim the child under the rule for 'children of divorced or separated parents'.
If the child who qualifies as a head of household but not the dependent, enter the name and social security number of the child.
If the child who qualifies as a head of household but not the dependent, enter the name and social security number of the child.

Qualifying Widow(er) with Dependent Child:

Taxpayer can file return under this head, if all of the following apply for the Tax year,
(1) Taxpayer's spouse died in 2004 or 2005 and taxpayer did not remarry before the end of 2006,
(2) Taxpayer has child or stepchild (but not foster child) whom he/she claim as a dependent,
(3) Above child lived in taxpayer's home for whole of the year 2006.
(4) Taxpayer paid over half of the cost of keeping up his/her home.
(5) Taxpayer could have filed a joint return with the spouse for the year spouse died, even if taxpayer did not actually do so.

Social Security Number (SSN):

You must enter valid numbers for all of the Social Security Number fields in the program.
If you are nonresident or resident alien, you are not eligible to get an SSN. The IRS will issue an ITIN for a nonresident or resident alien. Form W-7 should be filed with IRS to get an ITIN.

Taxpayer’s and Spouse Name:

Enter Taxpayer's first name, initial, suffix as per SSN card. Enter spouse's first name and initial if married filing jointly. If spouse's last name is different from taxpayer's last name, enter it correctly. It should match with SSN records.

Date of Birth:

Enter the date of birth. Date of Birth is required for calculating the age of taxpayer, and amount of standard deduction.

Telephone Number:

Enter the Telephone number. Day time phone numbers are required for bank product returns. Enter the daytime cell phone of taxpayer, so that IRS can contact you easily.

Enter the daytime cell phone of spouse, if married filing jointly, so that IRS can contact you easily.

Date of Death:

If the taxpayer or spouse has died, enter the date of death in particular column. If the filing status is married filing jointly and date of death is entered, either of taxpayer of spouse, then checkbox for surviving spouse will be checked automatically.
If both of the spouses are died, and date of death is entered, then checkbox for personal representative / legal heirs will be checked by the program.

Surviving Spouse:

If your filing status is Married filing Jointly, and either of spouse is died and date of death is entered, then checkbox for surviving spouse will be checked.

If both of the spouses are died, and date of death is entered for both spouses, then checkbox for "Personal Representative / Legal heirs" will be checked.

Personal Representative / Legal Heirs:

If your filing status is Married filing jointly, and date of death for taxpayer & spouse is entered, then this checkbox will be checked. If anyone out of taxpayer & spouse is died, then checkbox of surviving spouse will be checked. For all other filers, if date of death is entered then this checkbox will be checked.

Blindness:

If taxpayer/spouse is partially blind, then taxpayer/spouse must get a statement certified by eye doctor or registered optometrist stating that:
- taxpayer/spouse cannot see better than 20/200 in better eye with glasses or contact lenses, or
- field of vision is 20 degrees or less.
The Statement must be kept with the taxpayer, for their records.

Permanently Disabled:

Check this box if spouse is permanently disabled. A person is called permanently and totally disabled if, the person cannot engage in any substantial gainful activity because of a physical or mental condition and a doctor had determined that this condition has lasted or can be expected to last continuously for at least a year, or can be expected to lead to death.
Check the box if someone else can claim you as a dependent on their tax return. In this case personal exemption will not be calculated for the dependent filer

Check this box if want to give $3 to President Election Campaign Fund. This will not affect your tax liability or refund.

Dependent-First Name:

Enter the name of dependent. To qualify as a dependent, an individual must be either, a qualifying child who also meets the citizenship or residency test, or a qualifying relative who satisfies the member of household, support, gross income, joint return, and citizenship or residency tests.

Dependent-Last Name:

Once you enter a dependent's first name the program will take taxpayer’s last name as a dependent's last name. If you want to change dependent's last name you can change it by typing over the information entered it that space.

SSN: Enter the SSN of the dependent.

Date of Birth:

Enter the dependent's birth date. The age of dependent will be determined on the basis of birth date. For tax purpose, dependent attains their age actually on their birth date.

Relationship: 

Select from the drop down list the relationship of dependent with taxpayer.

Dependent Type:

Select the dependent type by selecting the code from the box. The dependent code is used for calculating exemption for dependents as well as for determining certain credit.
Meaning of the Codes:
0 = Not Dependent,
1 = Lives With,
2 = Lives Apart,
3 = Other.

Months in Home:

Enter the number of months; the qualifying child lived with you. A child must live with taxpayer in the US for more than 6 months for claiming EIC

Preparer Information:

You are not required to fill up this information in Client information sheet. Go to the “Set Up” menu and select the menu for Preparer information and fill up firm information and ERO/Preparer information.

You can give the ID for preparer, in the set up menu, program will save it. So when you want to fill up information just enter the ID of the preparer from the combo box and program will automatically fill up all other information.

Third Party Designee:

If the taxpayer wants to allow a friend, family member, or any other person, to discuss his/her 2006 tax return with the IRS, check the “Yes” box in the “Third Party Designee” and fill up the name, phone number, and PIN of the designee.

But if taxpayer wants to allow the paid preparer who signed return to discuss it with IRS, just check the checkbox and program enters the “Preparer” in the space for the designee’s name.

Electronic Return:

If you want to file return electronically, you must have ERO ID. Check the checkbox “Yes” if you want to file return electronically and select the ERO ID from the drop down list. If the preparer is also ERO, then check box in Electronic Return Portion, then you are not required to select the ERO ID.

DCN:

If you checked the box for e-file and entered the information for ERO, then program will generate the DCN automatically. The second part of the DCN is the EFIN of the ERO.

Check the checkbox next to this line to get the next available DCN.

Electronic Signature:

If you want to sign this return using practitioner PIN method, then check the checkbox “Yes” and fill up the information in this part.

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