First review the intake sheet with the client and ensure all questions are answered. Then complete this checklist to answer additional questions needed by the Drop Off team.
Client's first name
This is the primary taxpayer - confirm which taxpayer is normally listed first (if filing a joint tax return).
Client's last name
Language spoken by client (if not English)
Space to leave notes for the preparer
Does the client meet our income limit criteria?
The Prosper Tax Help income limit is $60,000 (adjusted gross income) for individuals, $85,000 for a tax household of 2-4 people, and we add $5,000 for each additional member beyond 4 people.
For which tax year(s) do you wish to file?
Choose all that apply.
For which tax year are you completing this form?
Submit a new form for each tax year the client will be filing.
Have you already filed a tax return for this tax year?
Did you submit your information on an IRS portal anytime during 2020 or 2021?
Are you here on an F, J, M, or Q visa?
Did the primary taxpayer arrive to the United States in the year for which you're preparing the tax return?
Example: when preparing a 2023 return, did the taxpayer arrive during 2023? Answer no if the taxpayer is a US citizen or a Lawful Permanent Resident (i.e. green card holder).
Are you filing as Married Filing Separately?
Did you have health insurance through the Marketplace (Affordable Care Act or Obamacare?)
Intake: will you (for tax years 2014-2018) indicate on the intake sheet health insurance information about Minimum Essential Coverage and exemptions for everyone, or will you use this checklist to answer the questions?
If you aren't sure what information you need to include, use the checklist.
Do you have a Health Savings Account?
You should have answered this question on the intake sheet.
Will there be an education tax credit and/or taxable scholarship income on the tax return?
Did you live or work in a state other than Texas during this tax year?
Did the taxpayer present one or more Form 1099-R(s)?
Check the intake sheet for the answer.
Do you have any childcare expenses to report?
Did you pay mortgage interest during the tax year (Form 1098)?
Check the intake sheet for the answer or review the taxpayer's documents.
Do you have Form 1099-C for cancellation of debt?
Which tax return is this checklist for?
What certification level or other situation applies to this tax return?
Select all that apply.
Do you prefer to be contacted by text, email, or both?
Do you wish to provide your bank information in order to receive your refund by direct deposit?
You can also include bank info here for direct debit if there's a balance due.
Would you like to purchase a savings bond?
More info on "US Savings Bonds Fast Facts" (bilingual) on CTC Resources.
Demographic Questions
Other than English what language do you speak at home?
What is the gender identity of the primary taxpayer?
Which of the following best describes you?
How do you plan to use your refund?
How did you hear about us?
How did you have your taxes prepared last year?
Do you live in a Foundation Communities property?
What is your volunteer ID?
If you have any other notes you would like to include, please first scroll to the top of this checklist and add them in that initial box.
Also! Don't forget to indicate in the Hub ticket if the return needs to be sent to the Foreign Students and Scholars program.
