TAXPAYER QUESTIONAIRE
1] What will your filing status be when you file your next tax return?
2] How many personal exemptions will you be claiming on next year's taxes? 3] How many additional deductions/credits should you be able to claim on your state return?
4] How many additional deductions/credits should you be able to claim on your federal return?
5] Are there any other wage earners in household - or are you working at a 2nd job? What is the anticipated amount of 2nd income [if it is from self employment, it is easier to pay self employment tax - or SS and MC for regular income - through quarterly withholdings; the regular income tax can be withheld through this template]
5a] What is the withholding rate on the 2nd wage earner? All I need is wages, taxes withheld, and frequency [like weekly or monthly] from one pay period
6] Do you reasonably anticipate working for the entire year at the job at which you are withholding taxes? If not, how many weeks [or pay periods, if you get paid other than weekly] do you expect to be working this year?
7] Do you wish to include a built in tax refund for next year, when you file your taxes? If so, how much?
8] Do you have other circumstances which might affect your taxes due this year?
Remember, if you are emailing me, you need to copy this questionaire, insert it into the body of your message and answer the appropriate questions. A hint: it would be useful to fill out your questionaire with your 1999 tax returns and/or appropriate w2s readily available to get better estimates on tax info for this year's withholding.