Tax Client Intake Form
Tax Preparation Professional Resource
Streamline your tax preparation client intake process with our comprehensive tax client intake form. Perfect for tax preparers, CPAs, financial advisors, and accounting professionals to efficiently collect all necessary client information, documents, and preferences for accurate tax preparation and filing.
Key Benefits
Common Use Cases
Frequently Asked Questions
What information should I collect during tax client intake?
How can this intake form help improve tax preparation efficiency?
Is this intake form suitable for different types of tax clients?
How should I handle sensitive financial information during intake?
Checklist
Client Information
Full name, address, phone, email, date of birth, and Social Security Number
Tax Status
Single, married filing jointly, head of household, etc. and dependent information
Income Information
W-2s, 1099s, business income, rental income, investment income, and other sources
Employer details, job titles, employment dates, and multiple job information
Unemployment compensation received and 1099-G forms
Business Information
Schedule C income, business expenses, home office, and self-employment details
Partnerships, S-Corps, LLCs, and other business entity tax information
Service fees, payment schedule, and billing arrangements
Investment Information
Dividends, interest, capital gains/losses, and investment account statements
Retirement Information
401(k), IRA, Roth IRA contributions and distributions
Social Security benefits received and SSA-1099 forms
Property Information
Mortgage interest, property taxes, home office, and real estate transactions
Deductions
Charitable contributions, medical expenses, business expenses, and other deductions
Tax Credits
Child tax credit, earned income credit, education credits, and other applicable credits
Reference Documents
Copy of last year's filed tax return for reference and carryover information
Any amended returns filed and supporting documentation
Tax Payments
Quarterly estimated tax payments and any other tax payments made during the year
State Information
State income tax information, local tax details, and multi-state filing requirements
Special Situations
Divorce, death, job changes, moving, and other life events affecting taxes
FEMA disaster assistance and property loss from natural disasters
Identity theft reports, fraud documentation, and IRS identity theft issues
International Information
Foreign bank accounts, foreign income, and FBAR reporting requirements
Estate Information
Estate income, trust distributions, and fiduciary tax responsibilities
Health Information
Health insurance coverage, marketplace coverage, and penalty information
Education Information
Tuition, student loan interest, and education-related tax benefits
Family Information
Childcare costs, dependent care FSA, and child tax credit information
Alimony payments made or received and divorce decree information
Charitable Giving
Cash donations, non-cash donations, and volunteer expense records
Medical Information
Medical bills, insurance premiums, and healthcare-related expenses
Vehicle Information
Business use of vehicle, mileage logs, and vehicle-related expenses
Rental Property
Rental income, expenses, depreciation, and rental property management
Cryptocurrency
Cryptocurrency purchases, sales, mining income, and trading activities
Other Income
Casino winnings, lottery winnings, and gambling loss records
IRS Information
Any IRS notices, letters, or correspondence received during the year
Legal Information
Power of attorney forms if someone else will represent the client
Refund Information
Bank account information for direct deposit of tax refund
Client Preferences
Communication preferences, special handling instructions, and client goals
Preferred method for receiving completed returns and supporting documents
Filing Information
Filing deadline, extension requirements, and any special filing circumstances