• Welcome to {Tax Office Name}

    Tax Client Intake & Document Submission

  • Please complete this tax intake form carefully and complete and accurate information. Your tax professional may request additional information or documentation before preparing ypur tax return. Completing this intake does not mean your tax return has been completed or filed.

  • Are you a new or returning client?
  • Which Tax Year are you submitting information for?*
  • Format: (000) 000-0000.

  • Taxpayer Information

    Please enter your information exactly as it appears on your social security card and official records.
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Can another taxpayer claim you as a dependent?*
  • Were you a full time student during the tax year?*
  • Were you legally blind as of the end of the year?*
  • Did you receive any IRS or state tax notices that may affect this return?*
  • Did the IRS issue you a Identity Protection PIN (IPPIN) for this tax year?*

  • Filing Status & Household Information

    Please answer the following questions based on your marital and household situation during the tax year. Your tax professional will determine your correct filing status.
  • What was your marital status on December 31 of the tax year?
  • What filing status do you believe may apply to you?
  • Did you pay more than half the cost of keeping up your home during the tax year?
  • Did anyone other than your spouse or dependents live in your home during the tax year?
  • Are you claiming any children or other dependents on this tax return?
  • Did anyone else help you pay your household expenses?
  • Did you live apart from your spouse at any time during the tax year?

  • Spouse Information

    Complete this section if you were married during the tax year. Please enter your spouses information exactly as it appears on official records.
  • Spouses Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Was your spouses a full time student during the tax year?*
  • Was your spouses legally blind as of the end of the tax year?*
  • Did the IRS issue your spouses an Identity Protection PIN for this year?*

  • Dependent Information

    Please provided information for each child or other dependent you may be eligible to claim. Your tax professional will determine whether the individual qualifies as your dependent.

  • Dependent #1

  • Dependent #1 Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Was this dependent a full time student during the tax year?*
  • Was this dependent permanently and total disabled?*
  • Did the dependent provided more than half their own financial support?*
  • Could another person potentially claim this dependent on their tax return?*
  • Did anyone else claim this dependent on a tax return last year?*
  • Are you the biological or adoptive parent of this dependent?*
  • Did you pay childcare expenses for this dependent during the tax year?*
  • Did this dependent temporarily live away from your home during the year due to school, medical care, vacation, military service, or another temporary absence?

  • Additional Dependent Information

    Complete the following information for each additional dependent you are requesting to cliam.

  • Dependent #2

  • Dependent #2 Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Was this dependent a full time student during the tax year?*
  • Was this dependent permanently and total disabled?*
  • Did the dependent provided more than half their own financial support?*
  • Could another person potentially claim this dependent on their tax return?*
  • Did anyone else claim this dependent on a tax return last year?*
  • Are you the biological or adoptive parent of this dependent?*
  • Did you pay childcare expenses for this dependent during the tax year?*
  • Did this dependent temporarily live away from your home during the year due to school, medical care, vacation, military service, or another temporary absence?

  • Income Information

    Please select all types of income you and/or your spouses received during the tear. Your tax professional may request supporting documentation for the income selected below.
  • Which types of income did you are your spouses receive during the tax year? Select all that apply.*
  • Did you received any income that was not reported to you on a W-2, 1099, or other tax document?
  • Are you still waiting to receive any income documents*

  • Page 8 - Self-Employment/Schedule C

    Complete this section if you received self employment, independent contractor, 1099, or other business income during tax year.

  • Part 1 - Business Income

  • Date Business Started
     - -
    2 digit month, 2 digit day, 4 digit year
  • Do you have a EIN for the business*

  • Part 2 Business Activity

  • Did you actively participate in operating this business during the tax year?*
  • Did you make payments to contractors or other individuals for services performed for your business?*
  • Were you required to issue any Forms 1099 to those individuals?*
  • If required, were Form 1099 filed?*

  • Part 3 Business Income

  • Business Expenses

    Enter your ordinary and necessary business expenses for the tax year. Use amounts from your business records. Do not estimate or create expense that you cannot support.

  • "1. Expense Amounts"

  • 2. Business records

  • Do you have records or documentation supporting the income and expenses reported in this questionaire?*

  • 3. Vehicle section

  • Business Vehicle & Mileage

  • Did you use a vehicle for business purposes during the tax year?*
  • Date vehicle was placed in service for business.
     - -
    2 digit month, 2 digit day, 4 digit year
  • Was this vehicle available for personal use during off duty hours?
  • Was another vehicle available for personal use?
  • Do you have written records or milage log supporting the business mileage entered above?

  • Credits & Deductions

    Select all items that applied to you or your spouse during the tax year. Your tax professional will determine which credits and deductions you qualify to claim.
  • Which of the following applied to you or your spouse during the tax year? Select all that apply.*
  • Did you make estimated federal or state tax payments during the year?*
  • Did you, your spouse, or anyone in your household have health insurance through the Health Insurance Marketplace at any time during the tax year?*

  • 4. Education

  • Did you, your spouses, or a dependent attend a college, university, trade school, or other postsecondary educational institution during the tax year?*

  • 5. Childcare

  • Did you pay someone to care for a child or other qualifying person so you and/or your spouse could work or look for work?*

  • Page 11. Tax Documents Checklist & Upload Center

    Upload clear and complete copies of the tax documents that apply to you. Your tax professional may request additional documentation before your return can be completed.
  • Which documents are you providing? Select all that apply.*
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  • Identity & Taxpayer Verification

    The following information is used to verify taxpayer identity and assist your tax professional with preparing an accurate return. Enter information exactly as shown on your official documents.
  • What type of taxpayer identification do you use?*
  • Do you have a valid government-issued photo ID?*
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  • Did the IRS issue you an Identity Protection PIN(IP PIN) for this tax year?*

  • Spouse Identity Verification

  • Does your spouse have a valid government issued photo ID
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  • Did the IRS issue your spouse an Identity Protection PIN (IP PIN) for this tax year?*

  • Tax Credit & Filing Eligibility Questions

    Please answer each question accurately. Your answers may require additional documentation or follow-up questions from your tax professional before your return can be completed.
  • Has the IRS ever disallowed or reduced a credit you previously claimed?
  • Which credit or tax benefit was disallowed or reduced?
  • Did you receive an IRS notice concerning EITC, Child Tax Credit, Additional Child Tax Credit, or Head of Household filing status?
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  • Is there any custody agreement, court order, divorce decree, or other agreement concerning who may claim any child listed on this return?
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  • Did any child you're requesting to claim live with another parent or another person during the tax year?
  • Could another parent or person also attempt to claim any child you're requesting to claim?
  • Are the children/ dependents listed on this intake related to you in the manner you reported earlier?
  • Do you have records that can support where your child/dependent lived during the tax year?
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  • Examples can include school, medical, childcare, lease, or other appropriate records. Don't tell clients they automatically have to provide every one of these; the preparer determines what additional documentation is appropriate.

  • To the best of your knowledge, is all information you have provided in this intake complete and accurate?*

  • Education & College Tax Credit Information

    Complete this section for you, your spouse, or a dependent who attended college, university, trade school, or other postsecondary institution during the year. Your tax professional will determine eligibility for any education tax credit.
  • Who is the student?*
  • Did the student receive Form 1098-T from the school?*
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  • Was the student enrolled at least half time for at least one academic period during the year?*
  • Was the student pursuing a degree, certificate, or other recognized education credential?*
  • Had the student completed the first four years of postsecondary education before the beginning of this tax year?*
  • Has the American Opportunity Credit already been claimed for this student for four prior tax years?*
  • Was the student convicted of a felony for possessing or distributing a controlled substance before the end of the tax year?*

  • Education Expenses

  • Did this student receive scholarships, grants, employer assistance, or other tax-free educational assistance?
  • Who paid the student's qualified education expenses?
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  • Child & Dependent Care Information

    Complete this section if you paid a daycare, babysitter, childcare center, or other care provider so you and/or your spouse could work or look for work.

  • Person Receiving Daycare

  • Is this person one of the dependents listed earlier in this intake?*

  • Care Provider

  • Provider Type
  • Did you pay this provider so you and/or your spouse could work or look for work?
  • Was the care provided for a child under age 13 or another person who was incapable of self-care?
  • Was the care provider your spouse, the child's parent your dependent, or your child who was under age 19?
  • Did you use more than one childcare provider during the tax year?

  • Additional Childcare Provider

    Complete this section only if you used more than one childcare provider during the tax year.
  • Do you have a receipt or statement from childcare provider?*
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  • Taxpayer Certification & Electronic Signature

    Please review the statement below carefully before signing and submitting this intake.

  • I certify the the information and documents I have provided through this intake are true, complete, and accurate to the best of my knowledge. I understand that I am responsible for providing accurate information and supporting documentation to my tax professional.

    I understand that submitting this intake does not mean my tax return has been completed, approved, electronically filed, or accepted by the IRS or any state taxing authority. My tax professional may request additional information or documentation before preparing or filingg my return.

    I agree to nitify my tax professional if I discover that any information provided in this intake is incorrect or incomplete. 

  • Please acknowledge each statement before signing:*
  • Date Signed*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Spouse Date Signed
     - -
    2 digit month, 2 digit day, 4 digit year
  • Are you ready to submit this intake to your tax professional for review?
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