T&C Tax Group LLC

2026 Client Interview

Due Diligence Interview

Extra Questions

Client Name

Interview Time

Hour/Minutes AM/PM

How many W2's

Disability of Qualifying Child (ren)

No disabled child

Medical doctor statement

Other health care provider statement

Social services agency or program statement

Did not rely on documents, but made notes in file

Did not rely on documents, but made notes in file: Please make note if you don't have any other information

If a Schedule C is included with this return, which documents or other information, if any, did you rely on to confirm the existence of the business and to figure the amount of Schedule C income and expenses reported on the return? Check all that apply. KEEP A COPY OF ANY DOCUMENTS YOU RELIED ON. See the instructions before answering. If there is no Schedule C, check box

Notes for Business

СТС/ OH/AOC/Address change

NOTE WHAT ALL DOCUMENTS CLIENT GAVE YOU

Which documents below, if any, did you rely on to determine AOTC eligibility for the qualifying education
expenses? Check all that apply. KEEP A COPY OF ANY DOCUMENTS YOU RELIED ON.
If there is no AOTC, check box

Documents or Other Information

No American Opportunity Credit

Form 1098-T from college or university

College or university bursar statement

Taxpayer summary of expenses

Which documents below, if any, did you rely on to determine Head of Household eligibility?

Check all that apply. KEEP A COPY OF ANY DOCUMENTS YOU RELIED ON.

If not filing Head of Household

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