Simple Tax Eligibility Questionnaire

Which filing status best describes you for this tax year?

Did you earn income from a regular job and receive a W-2 form?

Yes No

Did you receive unemployment income during the year

Yes No

Did you receive retirement income (such as Social Security, pension, or 401(k) distributions)?

Yes No

Do you have any dependents you will claim on your tax return?

Yes No

Are any of your dependents current students?

Yes No Not applicable

Education-Related Items

Are you currently a student?

Yes No

Did you pay student loan interest during the tax year?

Yes No

Do all of your tax situations fall under the options selected above (no business income, rental income, or complex investments)?

Yes No

Please Fill out your personal information

Which filing status best describes you for this tax year?

Did you earn income from a regular job and receive a W-2 form?

Yes No

Did you receive unemployment income during the year

Yes No

Did you receive retirement income (such as Social Security, pension, or 401(k) distributions)?

Yes No

Do you have any dependents you will claim on your tax return?

Yes No

Are any of your dependents current students?

Yes No Not applicable

Education-Related Items

Are you currently a student?

Yes No

Did you pay student loan interest during the tax year?

Yes No

Please confirm if your income is below $89,000

Yes No

Do all of your tax situations fall under the options selected above (no business income, rental income, or complex investments)?

Yes No

I certify that all of my tax situations fall under the options selected above and that I do not have any business income, rental income, or complex investments to report. I understand that if this information is inaccurate or changes, it may affect the preparation of my tax return and any resulting tax liability.

Simple Tax Eligibility Questionnaire

Filing Status

Basic Income Types

Family & Dependents

Education-Related Items

Confirmation

Please Fill out your personal information

You’re Eligible for Simple Tax Filing

Your Tax Situation May Be More Complex

Start your 2025 Tax return

1-732-850-5054

info@juskliq.com

www.juskliq.com

Simple Tax Eligibility Questionnaire

Filing Status

Basic Income Types

Family & Dependents

Education-Related Items

Confirmation

Please Fill out your personal information

Simple Tax Eligibility Questionnaire

Filing Status

Basic Income Types

Family & Dependents

Education-Related Items

Confirmation

Please Fill out your personal information

You’re Eligible for Simple Tax Filing

Your Tax Situation May Be More Complex

Start your 2025 Tax return

1-732-850-5054

info@juskliq.com

www.juskliq.com

Simple Tax Eligibility Questionnaire

Filing Status

Basic Income Types

Family & Dependents

Education-Related Items

Confirmation

Please Fill out your personal information

Congratulations!

Your Tax Situation May Be More Complex