Jackson Hewitt Tax Prep Form

1. Personal Information

As it appears on your Social Security card. Must match IRS records exactly.

FIRST NAME *

M.I.

LAST NAME *

SSN LAST 4 DIGITS *

DATE OF BIRTH *

FILING STATUS *

Head of Household = higher standard deduction ($21,900) if you're a single parent.

Contact & Direct Deposit

PHONE NUMBER

EMAIL ADDRESS

BANK ROUTING NUMBER

BANK ACCOUNT NUMBER

ACCOUNT TYPE

FILED TAXES LAST YEAR?

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PHOTO ID (FRONT)

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YOUR SS CARD

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2. Children & Dependents

Up to $2,000 Child Tax Credit per child under 17. Names must match SSA records.

Childcare / Daycare Expenses

If you paid for childcare so you could work, you may get up to 35% back.

PROVIDER/FACILITY NAME

PROVIDER TAX ID (EIN) OR SSN

PROVIDER ADDRESS

TOTAL AMOUNT PAID IN 2025

3. Self-Employment Income

Report ALL income — cash, Zelle, Venmo, PayPal, direct deposits.

Your Business / Work Type

WHAT TYPE OF WORK DO YOU DO? *

BUSINESS NAME (IF ANY)

DO YOU HAVE A BUSINESS EIN?

DID YOU WORK FROM HOME?

Total Business Income

TOTAL GROSS INCOME *

HOW MANY 1099-NEC FORMS?

RECEIVED 1099-K?

QUARTERLY EST. PAYMENTS?

Business Expenses

Every $100 in expenses saves ~$25-40 in taxes. Be thorough.

SUPPLIES & MATERIALS

PHONE & INTERNET (BIZ %)

EQUIPMENT / TOOLS

ADVERTISING & MARKETING

SOFTWARE & SUBSCRIPTIONS

PROFESSIONAL SERVICES

OTHER BUSINESS EXPENSES

HAVE RECEIPTS?

Vehicle & Mileage

2025 IRS rate: $0.70/mile. 4,000 miles = $2,800 deduction.

BUSINESS MILES IN 2025

TOTAL MILES ALL PURPOSES

MILEAGE DOCUMENTATION

VEHICLE OWNED OR LEASED?

Health Insurance Premiums

Self-employed? Deduct 100% of premiums — reduces your AGI.

MONTHLY PREMIUM

TOTAL 2025 PREMIUMS PAID

INSURANCE TYPE

RECEIVED FORM 1095-A?

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1099 FORMS

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RECEIPTS (OPTIONAL)

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4. Additional Deductions & Notes

These can significantly increase your refund.

Student Loan Interest (Form 1098-E)

TOTAL INTEREST PAID

LOAN SERVICER NAME

Charitable Donations

TOTAL CASH/CHECK DONATIONS

NON-CASH DONATIONS (EST. VALUE)

Retirement Contributions

ACCOUNT TYPE

TOTAL 2025 CONTRIBUTIONS

Life Changes in 2025 & Notes for Tax Pro

Moved states? New baby? Married/divorced? Large medical bills? Started or stopped a business?

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FORM 1098-E

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