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Special Tax Services Referral Form
This form is currently only used internally by the STS team. Do not use this form to refer clients to STS. Give them the "You have been referred to STS" handout instead.
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* Indicates required question
First name
*
Your answer
Last name
*
Your answer
Phone number
*
Your answer
Email address
Your answer
Reason for Referral (select all that apply)
*
Business use of home for self-employed
Business loss
Business expenses over $35,000
Paid a helper/worker
Self-employed health insurance deduction (where there is a net profit and 1095-A)
Form 1099-B with cryptocurrency transactions ONLY IF basis has been reported to the IRS
Education credit re-capture
Taxable scholarship income requiring Form 8615 (Kiddie Tax)
Cancellation of debt other than personal credit card
Shared policy allocation for ACA coverage
Rental income if prepared by STS in prior years
Royalties with expenses
Form 1099-Rs with entries that are out of scope for VITA
Schedule K-1s with entries that are out of scope for VITA
Adoption credit
Mortgage interest credit certificate
Casualty losses from natural disasters
Form 1099-Qs where any portion of the distribution is taxable
Resident Energy credit - for qualified equipment such as solar panels & solar water heaters
STS client from a prior year
Required
Tax Year to be prepared (check all that apply):
*
2023
2022
2021
2020
2019
2018
Other:
Required
Site for appointment
*
Prosper North
Prosper South
Required
Notes
Your answer
What is the TaxSlayer ID (e.g. 8475RS) for the person completing this form?
*
Your answer
Appt date, time, & location (e.g. 10/1 @ 2:00, Prosper North) OR LEAVE BLANK IF NOT SCHEDULED
Your answer
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