Thanks for your interest in Ohio Tax Advantage! Please fill out the form below. Taxpayer Information

First Name *

Last Name *

Occupation: *

Date of Birth * +

Social Security Number *

Residence Address (Street number & name, City, State, Zip) *

How long have you been at this address? *

Prior Residence Address if you have moved since 1/1/2024 (Street number & name, City, State, Zip) *

Phone Number *

Email Address *

Please upload a picture of the front of your ID/driver's license. This may be in any format (jpg, pdf, etc).

Please upload a copy of your tax return from the most recent tax year. We only need pages 1 and 2 of US form 1040. State returns are not necessary.

Please use this if you need a second page to upload your 1040 form, page 2. You do not need this if your scan in the above question had both pages 1 & 2 of the form in one file.

Please enter your 9-digit bank routing number for direct deposit/withdrawal below.

Type NA if requesting a paper check instead.

*

Please enter your bank account number for direct deposit/withdrawal below.

Type NA if requesting a paper check instead.

*

Is this a checking or savings account? *

Checking

Savings

NA

*If you are due a refund, the IRS estimates 2-3 weeks for your refund to be received with e-filing and direct deposit.*

Spouse Information

Are you married? *

Yes

No

First Name *

Last Name *

Occupation: *

Date of Birth * +

Please upload a picture of the FRONT ONLY of your ID/driver's license. We DO NOT need a copy of the back of your license. This may be in any format (jpg, pdf, etc). *

Social Security Number (use format, 555-55-5555) *

Phone Number

Email Address

Dependent Information (if applicable)

If you have more than 4 dependents, enter their information into the box below.

	First Name	Last Name	Date of Birth	Social Security Number
1	First Name	Last Name	Date of Birth	Social Security Number
2	First Name	Last Name	Date of Birth	Social Security Number
3	First Name	Last Name	Date of Birth	Social Security Number
4	First Name	Last Name	Date of Birth	Social Security Number

Please list any additional dependents beyond the four above, here:

Please check the types of INCOME you received in 2023. Not all items may apply.

City/Municipality Taxes

Depending on your locality, Ohio Tax Advantage may be able to electronically file your local taxes for you. In the event that your locality is not available for e-filing, at your request, we will prepare paper copies of your city/municipality tax forms for you to file on your own.

If your tax forms cannot be e-filed, you will be responsible for sending in the form(s) yourself.

Please check the appropriate box below. *

I would like Ohio Tax Advantage to prepare my city/municipality tax forms. However, I am aware that I am responsible for filing the forms once prepared.

I will prepare and file my own city/municipality taxes OR I do not have city/municipality taxes to file.

Fill in your city/municipality below. Type NA if we are not filing these for you, or you are not required to file a city/municipality return. PLEASE NOTE: School district taxes are NOT considered a city/municipality tax and are actually filed along with your STATE tax return. *

Tax Document Upload

Use the button below to upload up to 10 tax documents in any of the following formats: bmp, jpeg, jpg, pdf, png, txt, zip.

If you need to upload more than 10 documents, you will receive an email link to allow you to upload additional documents.

Final Disclaimer

Read and check below before submitting. *

By checking this box you are affirming that you are providing this information for the purpose of preparing your tax return and that all information is true and correct, to the best of your knowledge.

Please sign below. *

clear

W2	1099 form
interest and/or dividends	rental income
farm income	alimony received
social security payments	retirement/IRA distributions
forgiven debt or mortgage	inheritance
unemployment	stocks/mutual funds
royalties	K-1 income
real estate sales	jury duty
business sales	gambling winnings
personal property sales	prizes/awards
other other