CPA Intake Form PA - Direct Funder - Your FFCRA Tax Refund Experts

1About You

2Your Spouse

3Your Dependents

4Your Business (Schedule C)

5Your Business (K1)

6Final comments

Section 1: About You

The below information should be matched with the information that was declared on your 2021 Tax return:

Taxpayer's Full Name*

First Last

Phone*

Email*

Social Security Number*

Date of Birth*

Home Address (on 2021 tax return)*

Street Address City State Zip Code Country

Current Address (if different from 2021 tax return)

Street Address City State Zip Code Country

Section 4: Business Info for Schedule C

Business info for Schedule C (if you’re self-employed or an Independent Contractor, this is the info of the Employer whom you worked for on 1099NEC. If you’re a Sole-prop or an SMLLC, this info is for your own business in 2021

Business 1: Business Name*

Business Description*

Please tell us about your business

Employer Identification Number (EIN)*

Business Address*

Street Address Address Line 2 City State Zip Code Country

Would you like to add a second business that you generated income from on your Schedule C? This can be a business that you worked for as a 1099 Contractor or one you owned like an LLC or Sole Propreitorship.*

Yes, I would like to add another business

No, I'm finished

Business 2: Business Name

Business Description

Please tell us about your business

Employer Identification Number (EIN)

Business Address

Street Address Address Line 2 City State Zip Code Country

Would you like to add another business that you generated income from on your Schedule C? This can be a business that you worked for as a 1099 Contractor or one you owned like an LLC or Sole Propreitorship.

Yes, I would like to add another business

No, I'm finished

Business 3: Business Name

Business Description

Please tell us about your business

Employer Identification Number (EIN)

Business Address

Street Address Address Line 2 City State Zip Code Country

Would you like to include your spouse's (Schedule C) business information?*

Yes

(Spouse) Business 1: Business Name*

(Spouse) Business Description*

Please tell us about your business

(Spouse) Employer Identification Number (EIN)*

(Spouse) Business Address*

Street Address Address Line 2 City State Zip Code Country

Would you like to add a second business that your spouse generated income from on their Schedule C? This can be a business that they worked for as a 1099 Contractor or one they owned like an LLC or Sole Propreitorship.*

Yes, I would like to add another business for my spouse

No, I'm finished

(Spouse) Business 2: Business Name*

(Spouse) Business(2) Description*

Please tell us about your business

(Spouse) Employer Identification Number (EIN)*

(Spouse) Business(2) Address*

Street Address Address Line 2 City State Zip Code Country

FFCRA Tax Credit Document Portal

CPA Intake Form

Section 1: About You

Section 2: About Your Spouse

Section 3: About Your Dependents

Section 4: Business Info for Schedule C

Section 5: Business Info From K1 (Partnerships & Corporations)