Individual Income Tax Questionnaire

June 28, 2011

An individual income tax questionnaire is to be administered among the citizens of a country who are being employed in the private, public or independent organizations. This is to ensure whether the individual is complying with all the tax rules and procedures.

Sample Individual Income Tax questionnaire:

Name:                               ______________________________

Name of the partner/spouse:        ______________________________

Contact number:         ______________________________

Contact Email address: ______________________________

Date of Birth:                      ______________________________

Address:                    __________________________________________________

City: ___________________ State: ____________________ Zip: _____________________

Q1. Please name your dependants and fill the details.

Name: ___________ Relation: ____________ Age: ______ Date of Birth: __________

Name: ___________ Relation: ____________ Age: ______ Date of Birth: __________

Name: ___________ Relation: ____________ Age: ______ Date of Birth: __________

Name: ___________ Relation: ____________ Age: ______ Date of Birth: __________

Q2. Do you have any children that are currently pursuing their studies?

a)   Yes

b)   No

Q3. If the answer to the above question is ‘yes’, please provide the amount incurred in their educational expenses?

____________________________________

Q4. Please mention the status of filing of income tax?

a)   Individual filing

b)   Combined filing with spouse

c)   Combined filing with the guardian of the house

d)   Other _________________________________

Q5. Please tick the right option.

a)   I have an individual own house

b)   I have a rented house

Q6. If the answer to the above question is (b), please mention the amount of rent paid per month

_________________________

Q7. Mention the house owner details below

Name of the house owner: ___________________

Address: __________________________________________________________________

Q8. If the answer to the Q5 is (a), have you taken a loan for your house?

a)   Yes

b)   No

Q9. If ‘yes’, please provide the amount of interest being paid?

___________________________________________________

Download Individual Income Tax Questionnaire in Word Format

 

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