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2022 Individual Tax Questionnaire

For clients of The Business Guides only
Currently open for submissions as of January 2023, for the 2022 Tax Year

Start the 2022 Individual Questionnaire

Allow 10-20 minutes to complete this form. Each page covers a specific topic, and many of them are very short

You may navigate back and forth between pages of the questionnaire and your responses will be saved. We recommend completing it in one sitting, but you may click the blue button at the bottom of each page to save your responses and resume it later.

Some questions will prompt you to submit certain tax forms, depending on your response. Grab a notepad and make note of these forms ~ we'll need them to prepare your tax return. Thanks!