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Tax Data Questionnaire

Tax Return Preparation

Welcome to Weexy Accounting 👋

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We prepare, you review

We'll prepare your federal and state tax returns based on what you share here. We may ask follow-up questions if anything needs clarification.

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Your info stays safe

Your documents and data are kept securely for 7 years, then destroyed. We never share your information with third parties.

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You're responsible for accuracy

Please fill in everything as accurately as possible. Tax penalties can apply for underreported income — when in doubt, include it and we'll sort it out together.

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Questions? We're here

Reach us anytime at info@weexyaccounting.com

This helps us know if we need to request a copy of your previous return.

Basic Information

⚠️ Please enter your name exactly as it appears on your SSN or ITIN.

Your situation

📎 Passport or driver license (photo page)

You can upload it now, or later on the Documents page.

Address 🏠 🏠


Immigration Status

This helps us determine the correct tax form for your situation.

Family Information

If married, spouse details will appear below.

👇 Spouse's Information
📎 Spouse's passport or driver license

You can upload it now, or later on the Documents page.


⚠️ Dependents must have a valid ITIN or SSN and meet IRS requirements to be claimed.

Income

For example: 1099, Uber, DoorDash, cleaning, construction, beauty, sales, clients who pay you by Zelle or cash, an LLC or a rental property.

📎 Please send us your income tax return from the country where you earned income.

Please send your Income Tax Return from the country where you earned income (e.g. Brazilian IRPF declaration, withholding tax receipts).

This will be used to apply the Foreign Tax Credit (Form 1116) and avoid double taxation.

Alimony, gambling winnings, prizes, jury duty, rental (not business), etc.


Payment 1
$

Deductions & Credits

Check everything that applied to you last year. Don't worry if you're not sure — we'll figure it out together.

Nothing checked? That's fine — just click Next.

Self-employment, 1099 or business income

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Fill in this section if you received money from 1099, Uber, Lyft, DoorDash, Instacart, cleaning, construction, handyman, beauty, sales, rentals, freelance, consulting, or direct payments from clients.

Even if you don't have a registered company, this income must be reported on your tax return.

💼 Business #1

ℹ️ If you have different kinds of work (e.g. rides AND sales), add each one as a separate business.

Add up everything: 1099s, Zelle, Venmo, Cash App, bank transfers, checks and cash.

$

⚠️ Do not include: W-2 wages, retirement, Social Security, interest/dividends, refunds or reimbursements — only money from this business.

⚠️ Only company expenses. Your home mortgage, home property tax and car loan payments do NOT go here.
Costs of doing the work
Subcontractors
$
Job supplies / materials
$
Other business expenses
Advertising and Marketing
$
Bank Fees
$
Equipment Purchase
$
Equipment Rental
$
Interest
$
Insurance
$
Internet % used for business
$
Legal and Professional Fees
$
Licenses
$
Meals with Customers 50% • $0.00
$
Office Supplies
$
Postage and Delivery
$
Rent of store or office (NOT your home)
$
Repairs and Maintenance
$
Telephone % used for business
$
Travel
$
Uniforms
$
Utilities % used for business
$

ℹ️ % used for business: If it's your home bill, tell us only the part used for work.

$
Total Expenses $ 0.00
📊 Estimated profit
Total revenue$ 0.00
(−) Total Expenses$ 0.00

Profit$ 0.00

Estimate only. The final number may change after car, home office and other adjustments.

A room or area you don't use for anything else. A kitchen table or a living room doesn't count.

ℹ️ If the same car is used in more than one business, add it in each business and enter only the miles driven for that business.

Foreign Assets & Accounts

This includes all accounts outside the U.S. combined — checking, savings, investments. If the total never reached $10,000, you don't need to report.

🏦 Bank accounts outside the U.S.

U.S. tax residents (including green card and visa holders) must report bank accounts, investments and other financial accounts they have outside the United States.

If the total balance in foreign accounts exceeded $10,000 at any point during the year, these accounts must be reported to the U.S. government.

⚠️ This filing does not generate tax, but failure to file can result in significant penalties.

Please fill in the details for each account:

📋 Based on your answers:

Please send us the following documents so we can prepare your return accurately.

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Drag & drop files here

or click to browse — PDF, JPG, PNG accepted

Signature

By signing below, you confirm that all information provided is accurate and complete to the best of your knowledge.

✓

Thank you!

Your Tax Data Questionnaire has been submitted successfully.

Our team at Weexy Accounting will review your information and be in touch shortly.
Questions? Email us at info@weexyaccounting.com

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