Tax Questionnaires
These tax questionnaires (or organizers) are designed to help you provide the information and documents needed to prepare your personal income tax return. The interactive questionnaires will guide you through a series of questions to obtain the information that we need to prepare the returns. Once you have completed the questionnaire, based upon your responses, you will receive a list of the required documents to be uploaded to the Client Uploads (previously Client InBox) folder in your private vault in the Analie Tax Secure Client Portal.
In addition to the interactive questionnaires there are also a number of excel based information files, such as workday trackers, which can be downloaded to help you in providing the information that we need.
Click on the appropriate questionnaire below to launch the interactive questionnaire, or download a copy, as applicable.
