Sample Tax Return (Level 1) COVER PAGE

The next pages contain the sample tax return.

PLEASE NOTE:

With multiple preparers creating the same return with the same info will

only generate errors.

• You will need to enter a fake SSN than what is on the sample return

(at least the last 4)

• You will need to enter a fake phone number than what is on the

sample return

• Please choose a “BANK PRODUCT CHECK” when you get to the e-file

section so you will learn the process of all screens

• You will also need to enter a fake driver’s license, issue date &

expiration date:

Brand new preparers will not have access to actually transmit and

seasoned preparers will have access:

IMPORTANT: ALL PREPARERS CHOOSE “SAVE AND EXIT” ON THE

FINAL SCREEN AND DO NOT TRANSMIT.

PLEASE WHEN ANSWERING THE REFUND QUESTION IN THE QUIZ,

USE THE REFUND BEFORE FEES.

Client Interview Sheet

VALID ID – CANNOT BE EXPIRED (Make copy of ID for file)

Taxpayer Name__________________________________ SSN _________________________DOB_______________

Phone___________________ Cell Phone # __________________ Email ____________________________________

Spouse Name____________________________________ SSN ________________________ DOB_______________

Phone___________________ Cell Phone # __________________ Email ____________________________________

Address________________________________________________ City, State, Zip____________________________

Marketplace Insurance (1095A present) ____________ OR Private/Employer Insurance (1095B or C present) ____________

PLEASE COMPLETE BOXES BELOW

Dependent Name SSN Relationship DOB

Type of Insurance

Daycare Expense (Form 2441)

Did you receive 2020 Stimulus?

YES OR NO Amount?

Filing Status

Single ____

MFJ ____

MFS ____

HOH ____

Q-W ____

PLEASE MARK WHAT YOU CAN

PROVIDE IF REQUESTED BY IRS and

initial next to that form

Residency of Qualifying Child (ren)

▪ No qualifying child

▪ School records or statement _____

▪ Landlord or property management statement _____

▪ Health care provider statement_____

▪ Medical records_____

▪ Child care provider records_____

▪ Placement agency statement_____

▪ Social service records or statement_____

▪ Place of worship statement_____

▪ Indian tribal official statement_____

▪ Employer statement_____

▪ Other (specify)

PLEASE INITIAL NEXT TO WHAT

YOU CAN PROVIDE IRS SHOULD

THEY REQUEST PROOF

Disability of Qualifying Child (ren)

▪ No disabled child

▪ Doctor statement_____

▪ Other health care provider statement_____

▪ Social services agency or program statement_____

▪ Other (specify)

If a Schedule C is included with this return, which

documents or other information, if any, can you

provide “if requested by IRS” to confirm the

existence of the business and to figure the

amount of Schedule C income and expenses

reported on the return? Check all that apply. Keep

a copy of any documents you can provide.

Documents or Other Information

▪ No Schedule C

▪ Business license_____

▪ Forms 1099_____

▪ Records of gross receipts provided by taxpayer_____

▪ Taxpayer summary of income_____

▪ Records of expenses provided by taxpayer_____

▪ Taxpayer summary of expenses_____

▪ Bank statements_____

▪ Reconstruction of income and expenses_____

▪ Other (specify)

Signature of Taxpayer: _______________________________________

Signature of Spouse: _________________________________________

Date: ______/______/_______

Head of Household Filing Status

Can provide documents proving you are unmarried and provided more

than half of the cost of keeping up a home for the year for a qualified

person, PLEASE INITIAL THAT YOU CAN PROVIDE IF REQUESTED BY IRS

____________

Examples (Divorce decree, separation agreement or documents verifying your

spouse did not live with you during the last 6 months of the year)

Examples (Rent receipts, Utility bills, Grocery receipts, Upkeep & Repair bills,

and other household bills)

Have you had any EIC/CTC disallowed or

reduced in a prior year? YES OR NO

Sample Return

ADDITIONAL NOTES

Taxpayer Signature__________________________________ Date __________________

Spouse Signature ___________________________________ Date___________________

Sample Return

a Employee’s social security number

OMB No. 1545-0008

Safe, accurate, FAST! Use

Visit the IRS website at www.irs.gov/efile

b Employer identification number (EIN)

c Employer’s name, address, and ZIP code

d Control number

e Employee’s first name and initial Last name Suff.

f Employee’s address and ZIP code

1 Wages, tips, other compensation 2 Federal income tax withheld

3 Social security wages 4 Social security tax withheld

5 Medicare wages and tips 6 Medicare tax withheld

7 Social security tips 8 Allocated tips

9 10 Dependent care benefits

11 Nonqualified plans 12a See instructions for box 12Co d e

12bCo d e

12cCo d e

12dCo d e

13 Statutory employee

Retirement plan

Third-party sick pay

14 Other

15 State Employer’s state ID number 16 State wages, tips, etc. 17 State income tax 18 Local wages, tips, etc. 19 Local income tax 20 Locality name

Form W-2 Wage and Tax Statement 2020Copy B—To Be Filed With Employee’s FEDERAL Tax Return. This information is being furnished to the Internal Revenue Service.

Department of the Treasury—Internal Revenue Service