Completing your tax questionnaire
How to work through your questionnaire, including conditional questions, multi-state, and rental items that repeat each year.
Your tax questionnaire is the heart of Filing Readiness. It's a set of questions about your year: your income, your structure, and anything that changed.
Your answers tell us how to prepare your return and which documents to request. Working through it is the main thing we'll ask of you, and most of it is quick.
Open the Filing Readiness task
Start from the task list when your tax questionnaire appears.
Answer the current question
Use the control shown for the question, then continue.
Conditional questions can appear
Some answers add follow-up questions or document requests.
Leave and return if needed
Come back from the task list until the questionnaire is complete.
Your questionnaire lives with your Filing Readiness tasks. From your task list in the app, open your tax questionnaire and start answering — your tax contact will point you to it when it's time.
How to work through it
- Open your questionnaire from your task list and read each question as it comes.
- Answer honestly and completely. Your answers help us prepare the return and decide what to request. An accurate answer now saves back-and-forth later.
- Watch for document requests. Your answers help Uplinq decide what to request in File Requests. You don't have to upload everything in one sitting — answer first, then gather documents as requests appear.
- Leave a comment when you're unsure rather than guessing. Your tax contact can clarify and you can move on.
- Finish the whole thing. Unanswered questions can hold up your return. Try to get to the end even if a few items need a follow-up.
Your answers guide which document requests Uplinq creates. Some requests may appear as you answer, and others may come after review.
If you know a document applies to you or something looks missing, ask your tax contact before assuming no request means no document is needed. See What documents you'll need to file for examples.
Conditional questions
The questionnaire is smart, not flat. Many questions only matter if an earlier answer applies.
You may see follow-ups based on what you've already told us. You may also skip whole sections that don't fit your situation.
This is also why two people's questionnaires can look quite different. The set of questions you see is tailored to your answers, not a one-size-fits-all form.
Filing in more than one state
If your business operates in or files in more than one state, the questionnaire will ask about that. Your answers can point to state-specific requests, such as an identifier a state needs.
Answer the state questions as completely as you can. Getting the multi-state picture right up front keeps your return from stalling later.
If your structure changed this year — a new entity, an S-corp election, a change in ownership — flag it early. Those changes ripple through the whole return. See Tell us about entity changes before we file.
Rental items repeat each year
If you have rental or royalty income, your Schedule E questions are answered fresh for each filing year. Most of these questions are year-specific.
That includes days rented, properties bought or sold, and how a vehicle or home office is used. Even if your situation barely changed, plan to confirm them again every year.