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Dependent Verification · Pro

Confirm Every Dependent Qualifies Before You File

Help clients document each dependent's eligibility with residency, income, custody, and relationship proof so your team can file with confidence.

Use This Template Free Preview

Espresso theme

formbuilder.ai/f/tax-preparation-qualifying-child-dependent-relationship-verification-form

Tax Preparation Qualifying Child & Dependent Relationship Verification Form

Taxpayer Full Name

· · ·

Email Address

· · ·

Phone Number

· · ·

Submit

This Qualifying Child and Dependent Relationship Verification Form helps tax preparers gather everything needed to confirm that a client's dependent meets IRS qualifying child or qualifying relative requirements. Clients complete one form per dependent. They provide their contact details, tax year, and expected filing status, along with the dependent's full legal name, date of birth, and relationship. The form asks for just the last four digits of an SSN, ITIN, or ATIN to keep sensitive data to a minimum.

Built for CPAs, enrolled agents, tax preparation firms, and seasonal tax offices, the form walks clients through the key eligibility tests in plain language. It captures how many months the dependent lived with the taxpayer, which eligibility statements applied during the tax year, custody arrangements for parents who are divorced, separated, or living apart, and the dependent's total gross income. 'Not Sure' options and an open details field make it easy to flag special situations such as temporary absences, a birth or death during the year, or a multiple support agreement, so your team can review them before the return is filed.

Using this template cuts down on client back-and-forth and keeps dependent documentation organized. It also supports your due diligence when a return claims the Child Tax Credit, Earned Income Tax Credit, or head of household filing status. Clients can upload proof of relationship, such as birth or adoption records, foster placement papers, custody orders, or Form 8332, and certify their answers in one place. Customize the questions, branding, and notifications to fit your practice, then share the form online in minutes.

3 Pages

19 Questions

~6min To complete

Free No credit card needed

Field types Dropdown ×4 Full Name ×2 Date ×2 File Upload ×2 Email Phone Short Text number choicematrix currency Long Text termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Taxpayer & Dependent Information 9 questions

Taxpayer & Dependent Information

Please complete a separate form for each dependent you plan to claim. Your answers help us confirm that your dependent meets IRS qualifying child or qualifying relative requirements. Your information is kept confidential and used only to prepare your tax return.

1 Taxpayer Full Name * Full Name

2 Email Address * Email

3 Phone Number * Phone

4 Tax Year * Dropdown

5 Expected Filing Status * Dropdown

6 Dependent's Full Legal Name (as shown on Social Security card) * Full Name

7 Dependent's Date of Birth * Date

8 Last 4 Digits of Dependent's SSN, ITIN, or ATIN * Short Text

9 Dependent's Relationship to You * Dropdown

Page 2 Eligibility Tests 5 questions

Dependent Eligibility Tests

Please answer the questions below based on this dependent's circumstances during the tax year you are filing for. Your responses help us confirm whether the dependent meets the IRS qualifying child or qualifying relative requirements. If you are unsure about any item, choose a 'Not Sure' option or explain in the details field at the end of this page. Our team will review it with you before your return is filed.

1 Number of Months the Dependent Lived With You During the Tax Year (0-12) * number

2 Does Each Statement Apply to This Dependent for the Tax Year? * choicematrix

3 Custody Arrangement (if the dependent's parents are divorced, separated, or living apart) * Dropdown

4 Dependent's Total Gross Income for the Tax Year currency

5 Additional Details or Special Circumstances (e.g., temporary absences, birth or death during the year, multiple support agreement) Long Text

Page 3 Documentation & Certification 5 questions

Supporting Documents & Certification

1 Proof of Relationship (birth or adoption records, foster placement papers, custody orders, or Form 8332 if applicable) * File Upload

2 Proof of Residency (school, medical, childcare, social services, or lease records showing the dependent at your address) * File Upload

3 I certify that the information and documents I have provided are true, correct, and complete to the best of my knowledge. I understand that my tax preparer will rely on this information to determine dependent eligibility and related credits and that claiming an ineligible dependent may result in denied credits, penalties, and interest. I authorize my preparer to retain copies of these records as required by IRS due diligence rules. * termsandconditions

4 Today's Date * Date

5 Taxpayer Signature * Signature

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.