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2022 Individual Tax Questionnaire

For clients of The Business Guides only

Currently closed for 2022 Tax Year submissions as of November 2023 (contact us for the 2022 link if needed)

The Tax Year 2023 Questionnaire will be available in January 2024

Start the 2023 Individual Questionnaire [coming soon!] 

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!