Quick Tax Intake 1 Minute Start Inicio Rapido
Contact Info - Información de Contacto

How we reach you. Solo lo basico.

First Name - Nombre
Last Name - Apellidos
Mobile - Celular
Email
Tax Basics - Lo Basico

This tells us what type of return you have so we send the right checklist.

Tax Year - Año de Taxes
“Choose the year you’re filing. / El año que vas a declarar.”
New or Returning Client? - ¿Cliente nuevo o regresando?
“If you filed with QiAlly before, choose Returning. / Si ya hiciste taxes con QiAlly antes, elige Re
Filing Status (dropdown)
“Best guess is OK. / Un estimado está bien.”
TIN Type
Social, o ITIN
Complexity Switch MOST IMPORTANT PART

Select everything that applies. Esto activa tu checklist automático.

Ya hizo el ano pasado?
Trabajas por tu cuenta?
Recibiste Cartas del IRS?
What income did you have? - ¿Que ingreso tuviste?
Which states? - ¿Qué estados?
“List the state abbreviations if possible (IN, IL, etc.). / Lista abreviaturas si puedes (IN, IL, et
Urgency
“This helps us prioritize. Nos ayuda a priorizar.”
Document Uploads - Subir Documentos

Upload what you have. If you don’t have it today, submit anyway—we’ll follow up.

File Upload
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