Tax Preparation Virtual Client Intake Form Template | Jotform

Tax Form Templates

46 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.

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.

Customer Registration Forms

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.

Business Registration Forms

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.

Tax Preparer Agreement Form

Tax Preparer Agreement Form

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

Business Registration Forms

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.

Individual Taxpayer Questionnaire

Individual Taxpayer Questionnaire

2021 Tax Intake form

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.

Information Request Forms

Tax Preparation Virtual Client Intake Form

Tax Preparation Virtual Client Intake Form

Tax Preparation Virtual Client Intake Form

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.

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.

Tax Return Checklist

Tax Return Checklist

A checklist to be completed for tax returns.

Tax Intake Form

Tax Intake Form

taxes intake

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 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.

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.

Virtual Tax and Financial Service Request Form

Virtual Tax and Financial Service Request Form

collection form

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.

Questionnaire Templates

2020 Tax Organizer

2020 Tax Organizer

Tax Organizer

Tax Declaration fy 2021-22

Tax Declaration fy 2021-22

This is Savings and Investments declaration for FY 2021-22

Tax information Form

Tax information Form

Tax preparation information questionnaire

Release of Information Template

Release of Information Template

Release of info: Made for an LLC but flexible for. A Nonprofit’s use

Coronavirus Response Forms

Tax Seller Servicing Application

Tax Seller Servicing Application

Every professionals are liable to pay taxes on all income from side jobs. The purpose of this form is to collect the tax payers history in its entirety e.g. insurance tax, income tax, online purchase tax and other tax documents to be used for their application and if they are willing to leave all their tax or debt concerns in the hands of a reliable company (you as the form owner).

Application Forms

Individual Tax Return Information Form

Individual Tax Return Information Form

Individual Tax Return Information Form

Rental Property Tax Organizer

Rental Property Tax Organizer

Rental Property Tax Organizer

Information Request Forms

More categories like this

Business Forms

Banking Forms

Human Resources (HR) Form Templates

Disclaimer

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.