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2023 Individual Tax Questionnaire

For clients of The Business Guides only

Open in January 2024 for Tax Year 2023 reporting

CLICK to start the 2023 Individual Questionnaire 

Allow 10-30 minutes to complete this form, and submit one questionnaire for each personal tax return that The Business Guides prepares. 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 save your responses and get a link for you (or someone else) to resume it later.

Some questions will prompt you to submit certain tax forms or fill out extra organizers, depending on your response. Please make note of these ~ we'll need them to prepare your tax return. Thanks!