Tax Preparation Virtual Client Intake Form Template | Jotform

Tax Form Templates

43 Templates

Whether you’re a government agency collecting official tax forms or an accountant gathering information from your clients, securely receive tax information online with Jotform’s Tax Forms! Start by selecting a form template below and customizing it to match your needs and branding. Then share the form or embed it in your website to be filled out on any smartphone, tablet, or computer. Submissions are stored in your secure Jotform account and can be converted into professional PDF documents automatically.

Choose a tax form template below and customize it in seconds with our drag-and-drop Form Builder. Upload your company logo, add more form fields to collect documents or e-signatures, receive payments via 30+ popular payment processors, and more. Once you start collecting submissions, you can expertly track them in Jotform Inbox or Jotform Tables — or sync them to your other accounts with 100+ integrations including Google Drive, Dropbox, and more. Streamline the way you collect tax documents with Jotform’s secure online Tax Forms.

Form Templates: Tax Preparation Client Intake Form

Tax Preparation Client Intake Form

Use this Tax Preparation Client Intake Form as a guideline when you file your annual tax return. This intake form has all questions that will help you file your tax accurately.

Form Templates: W9 Form

W9 Form

Collect W9 Forms online with Jotform’s Smart PDF Forms. Easy to share or embed in your government website. More efficient than paper forms. Fill out on any device.

Form Templates: W4 Form

W4 Form

Collect tax information from employees. W-4 form and employee's withholding certificate template. Auto-save submissions as PDFs. Works on any device. No coding.

Form Templates: Tax Preparer Agreement Form

Tax Preparer Agreement Form

A tax preparer agreement form is an agreement between a taxpayer and a tax return preparer.

Form Templates: W 8BEN

W-8BEN

W-8BEN form, or Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting. Fill out and save as PDF. Easy to use.

Form Templates: Tax Client Intake Form 2022

Tax Client Intake Form 2022

A tax client intake form is a form used by tax accountants to collect information from potential clients.

Form Templates: Form 1040 Individual Income Tax Return Form

Form 1040 - Individual Income Tax Return Form

Fill out your 1040 tax form with ease and save your information as a PDF automatically. Easy to download and send to the IRS. No coding required.

Form Templates: Tax Intake Form

Tax Intake Form

taxes intake

Form Templates: Personal Tax Client Intake Form

Personal Tax Client Intake Form

An online tax client intake form is an application form for individuals to give their personal information to tax advisors in order to prepare their personal income tax return.

Form Templates: Individual Taxpayer Questionnaire

Individual Taxpayer Questionnaire

2021 Tax Intake form

Form Templates: Tax Preparation Virtual Client Intake Form

Tax Preparation Virtual Client Intake Form

Tax Preparation Virtual Client Intake Form

Form Templates: Client Tax Questionnaire

Client Tax Questionnaire

A client tax questionnaire is used by tax professionals to find out if clients are making purchases that can be deducted from their taxes. Customize this template without coding features of Jotform.

Form Templates: Form 1040 SE Self Employment Tax Form

Form 1040 SE Self-Employment Tax Form

Free tax form template for self-employed US residents. Fillable on any device. Automatically saves responses as PDFs. Sync to 100+ apps. No coding required.

Form Templates: Tax Return Questionnaire

Tax Return Questionnaire

A tax return questionnaire is a document used to collect information about the client’s tax situation.

Form Templates: Tax Return Checklist

Tax Return Checklist

A checklist to be completed for tax returns.

Form Templates: Income Tax Data Form

Income Tax Data Form

This Income Tax Data Form provides you with the primary filer's information, dependant's information, source of income and expenses, credit, and tax filing information with the signature of the client and spouse.

Form Templates: 2021 Tax Organizer Form

2021 Tax Organizer Form

A 2021 tax organizer form is used by U.S. citizens to organize their tax information for the 2021 tax season.

Form Templates: Virtual Tax and Financial Service Request Form

Virtual Tax and Financial Service Request Form

collection form

Form Templates: Tax information Form

Tax information Form

Tax preparation information questionnaire

Form Templates: 2020 Tax Organizer

2020 Tax Organizer

Tax Organizer

Form Templates: Tax Declaration fy 2021 22

Tax Declaration fy 2021-22

This is Savings and Investments declaration for FY 2021-22

Form Templates: LUXURY LEVEL TAX IN TAKE

LUXURY LEVEL TAX IN TAKE

Tax Form for Taxes

Form Templates: Bank Enrollment Form

Bank Enrollment Form

A bank enrollment form is a form created by banks to collect data of the customers and their accounts like name, account, balance and more.

Form Templates: K Tax Prep Tax Forms Submission

K-Tax Prep - Tax Forms Submission

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These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.