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Manage TaxCaddy Questionnaires

Default questions from the questionnaire template

Here's a list of default TaxCaddy questions according to each category in the questionnaire template:
  • First-Time Client
  • Marital Change
  • Child/Dependents Information Change
  • Moved
  • Bought, Sold, or Owned Property
  • Job Change
  • Own or Owned a Business
  • Retirement Contributions or Distributions
  • Own or Owned Cryptocurrencies
  • General Questions
First-Time Client
  • What is your full name and occupation?
  • If you have a spouse, what is their full name and occupation?
  • Did you pay estimated taxes for the 2024 tax year? If so, upload documentation of the estimated tax payments.
Marital Change
  • You indicated a marital change in 2024. What was your marital status change?
Children/Dependents Information Change
  • Will you or your spouse be claimed as a dependent by another taxpayer?
  • You indicated a dependent's information change in 2024. What was the dependent's information change?
  • Did you or your spouse incur any expenses due to the adoption of a child?
  • Did any children under the age of 19 or a full-time student under 24 years old have unearned income over $2,600?
  • Did you or your spouse pay for childcare while you worked, looked for work, or were a full-time student?
Moved
  • You indicated a move in 2024. What was the reason for your move? (Military service, job-related, or other reason)
  • Did you incur moving expenses? If so, upload relocation-related expense documentation.
Bought, Sold, or Owned Property
  • Did you purchase or sell your primary residence?
  • Did you sell, exchange, or purchase other real estate?
  • Did you foreclose or abandon a primary residence or real property?
Job Change
  • You indicated a job change in 2024. What job changes did you or your spouse have?
  • Did you or your spouse receive unemployment compensation?
Own or Owned a Business
  • Did one or more of these events apply to you or your spouse in 2024? (A) Started a business or farm; (B) Purchased rental or royal property; (C) Acquired an interest in a partnership, S corporation, trust, or REMIC
  • Indicate which of the above business events apply.
  • Was any portion of your home used for business?
Retirement Contributions or Distributions
  • You indicated retirement contributions or distributions in 2024. Did you or your spouse receive deferred, retirement, or severance compensation?
  • Did you or your spouse make payment to a pension or profit sharing plan in 2024 or expect to make any payment in 2025?
  • Did you or your spouse receive payment from a pension or profit sharing plan in 2024 or expect to receive any payment in 2025?
  • Did you or your spouse contribute to a retirement plan in 2024? (401(k), IRA, SEP, SIMPLE, or any other retirement plan)
  • Did you or your spouse receive a payment from a retirement in 2024? (401(k), IRA, SEP, SIMPLE, or any other retirement plan)
  • Did you or your spouse roll-over any amount from the following options into a different retirement plan? (A) A previous retirement plan; (B) An annuity plan; (C) A tax shelter annuity; (D) A deferred compensation plan
Own or Owned Cryptocurrencies
  • Did any of the following crypto activities apply to you in 2024? (A) Sold cryptocurrency or NFTs and received cash; (B) Traded cryptocurrency or NFTs for another cryptocurrency or NFT; (C) Purchased goods or services with cryptocurrency; (D) Received wages, interest income, airdrops, hard forks, mining, or other rewards in cryptocurrency; (E) Received and/or gave cryptocurrency as a gift; (F) Purchased cryptocurrency with U.S. Dollars, Euros, or other currency; (G) Transferred cryptocurrency between your own wallets and exchange accounts; (H) Disposed of "financial interest" in digital assets
General Questions
  • Did you refinance your primary residence?
  • Did you or your spouse take out a home equity loan in 2024?
  • Did you or your spouse pay an individual $2,700 or more in household employee wages?
  • Did you or your spouse pay any student loan interest in 2024?
  • Did you, your spouse, or any dependents receive healthcare coverage in 2024?
  • Was your coverage employer-sponsored, through the Marketplace, or another plan type?
  • Did you pay for or receive long-term care for yourself or your family?
  • Did you or your spouse incur any casualty, damage, or theft losses?
  • Did you or your spouse receive any foreign income or pay any foreign taxes?
  • Did you or your spouse receive income from a bartering transaction, tips, prize money, or gambling winnings?
  • Indicate which of the 4 income types previous applies.
  • Did you or your spouse make any large retail purchases (cars, boats, etc.)?
  • Did you make any purchases or improvements for an energy-efficient vehicle or home?
  • Did you or your spouse make any gifts or contributions to any 1 entity or individual?
  • Were you or your spouse notified or audited by the IRS or a State taxing agency?
  • If you are due refunds, would you like them electronically deposited to your bank account?
Additional links
:
  • Adding questions to the Questionnaire template
  • Editing questions on the Questionnaire template
  • Rearranging questions on the Questionnaire template
  • Removing questions from the Questionnaire template
  • Deleting the Questionnaire template and starting from scratch

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

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