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Identity tab

The Identity tab is the structured record of who your client is. Every form Fola fills — I-130, I-485, N-400, 1040, ETA-9089, anything — reads from this tab. If a field is wrong here, it’ll be wrong on the filing.

Identity tab

The tab is organized into eight collapsible cards. Each card has an Edit button on the right; click it to open an inline editor.

  • Full legal name (given, middle, family)
  • Other names used (maiden name, prior married name, transliterations)
  • Date and place of birth
  • Sex / gender
  • Marital status
  • Country of birth, country of citizenship
  • A-number, Social Security Number (masked by default; click “Show” to reveal), passport number + expiration

This is the most-referenced card. If you’re staring at a USCIS RFE about identity, this is where to look first.

  • Current physical address — where the client actually lives
  • Mailing address — defaults to current if you leave it blank
  • Prior residences — last five years for most filings, last ten for asylum and a few others

Each address carries street + unit, city, state, ZIP, country, and dates of residence. Click the small calendar icon to set move-in / move-out dates.

Family members are sub-profiles in their own right. Each one has its own identity, dates, documents, and case history — they’re not just text fields on the main client.

  • Spouse — current and prior marriages (with marriage and divorce dates, and place of marriage)
  • Parents — both, even if deceased or unknown
  • Children — including step-children and adopted

For each family member you’ll see:

  • Pull — copies the latest values from the family member’s own sub-profile into this client’s view
  • Push — sends edits the other direction
  • Mirroring — keeps the two in sync automatically
  • Re-bind — relinks a family member who got accidentally unlinked
  • Diverge pill (e.g. “5 diverge”) — shows how many fields differ between this client’s view and the family member’s own profile

Current employer plus prior employers — last five years for most filings, last ten for I-485 and a few others. Each entry has:

  • Employer legal name
  • Employer address (used on I-129H1B, I-140, ETA-9089)
  • Job title + brief description
  • Start date / end date
  • Supervisor name and direct phone

Toggle Self-employed to replace the employer block with the client’s own business info (entity name, EIN, NAICS code).

Schools attended, oldest first by default. Each entry: school name + address, dates of attendance, degree (if any), field of study.

Required on I-140 EB-2 and EB-3 filings, optional but useful for naturalization narratives.

The most stakes-heavy section. Drives admissibility analysis and flags anything Fola needs to ask about during a form fill.

  • Entries into the US — date, port of entry, status admitted in
  • Visas issued — type, valid-from, valid-until, issuing consulate
  • Prior USCIS filings — receipt numbers + outcomes
  • Removal / deportation history — orders, dates, jurisdictions

When you sign a form for a client, you’re attesting this section is accurate. Worth a second look before every filing.

  • Filing status
  • Dependents (each one a separate row)
  • EITC eligibility
  • Prior-year AGI
  • Prior tax preparer’s name

Drives Form 1040 family and W-9 generation.

The sensitive section. Yes/No flags plus an open-text narrative for:

  • Criminal history — arrests, charges, convictions (USCIS I-485 + N-400 questionnaire)
  • Immigration violations — unlawful presence, overstays, prior removals
  • Public benefits received — TANF, SSI, Medicaid (for public- charge analysis on I-485 / I-944)
  • Communist party / terrorism / persecution — USCIS standard inadmissibility questions

Questionnaire tab →

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