Tax Client Intake Form

Pretty Girls 2021 Client Intake Form

Please fill this form out as mush as possible
Name
Last
Address *
State
Phone
Email *
example@example.com
Occupation *
Deceased

Can Be Claimed as a Dependent Blind Does any of the following apply?
Social Security Number
Date of Birth *

Month Day Year
Date
Date of Death

Month Day Year
Date
Filing Status

Single Head of Household (Must Provide Documents) Married Filing Joint Married Filing Separately Qualifying Widower
Choose your Tax Preparer *
Are you a new client to us this tax season? If not, who referred you?
If you are a new client, please upload your last year's tax return.

Cancel of
Please upload the front of your ID/DL *

Please take a clear picture of it on a dark background. Please do not hold the ID, just place it flat on a table or book.
Cancel of
Answering these questions will toggle specific forms for your tax situation to keep you from answering irrelavent information and save time
Do you have dependents? *

Yes No
Do you have income? Describe what kind of income you have. *
Do you have any deductions or credits? *
Would you like to apply for a refund advance? *

Yes No Undecided, show me the terms
Are you filing a business/self employed/side job/cash job? If yes, describe the nature.
Is this your first year filing this business?
Did you receive any of the following for your business?

EIDL PPP EIDL Advance
Did you receive a stimulus payment? *

Yes, and I received the correct amount Yes, but I was missing money for myself or others No, I didnt Qualify
How much was your stimulus payment? 1st round and 2nd round *
Please type in your 1st round and 2nd round amount
Did you or your family have health insurance at any time in 2020? *

Yes No
Do you often get a refund?

Yes No
Do you often owe taxes?

Yes No
Do you owe child support or student loans?

Yes No
Dependent #1 Name
Last
Date of Birth

Month Day Year
Date
Social Security Number
Dependent #2 Name
Date of Birth

Month Day Year
Date
Social Secuirty Number
Relationship to you
Dependent #3 Name
Date of Birth

Month Day Year
Date
Social Security Number
Relationship to You
Please upload a copy of the dependents social security cards OR other document that has ssn on it.

Please take clear pics. If you were a last year client and filing the SAME dependent, you do not need to upload anything.
Cancel of
INCOME
Please select each type of income that you recevied for the 2020 Year

Unemployment Income (1099G) W2 Self Employment (1099NEC/1099K/1099MISC) Household Income (Home Health/Nanny) 1098T Filer Alimony Interest Income other
Upload your income document(s)

We need the entire form, with all numbers showing. Please take clear pictures.
Cancel of
Deductions & Credits
Which of the following applies to you?

I paid a daycare or a nanny to care for my child 13 years or younger while I worked or looked for work. I can get a statement with their EIN/SSN to provide this claim I paid charity/tithes/or given donations to communityorganizations and/or religious institutions I attended a college/university/community college/postsecondary institution/career school and paid eligible expenses that can be proven with a 1098T form I paid a over $12,400 in expenses for itemimization I paid student loan interest and received a 1098E I had eligible medical expenses I had energy and solar power expenses I sold and/or purchased a home I adopted a child or had a baby I am in the military and had to move I got separated/divorced paid or received alimony
Upload Documents for Deductions

Cancel of
Healthcare Information
Did you purchase insurance from the Marketplace OR have any premium credits from the Insurance company you use?

Yes No
Upload 1095A

Please take clear pictures
Cancel of
Self Employment Questionaire
Business Name (if different from your name)
EIN (if you dont use your SSN)
Business Address (If Different From Your Home)
How do you receive money from clients? (select all that apply)

Paypal/Cash App/Cash on Hand Website or 3rd Party Payment Processor Billing Company (Afterpay/Sezzle/Etc) Other
Which type of documents can you provide if requested by IRS?

Paypal/CashApp/Invoices Records Showing Payments Bank Account Statements Business Cards/Logo Website and/or Social Media Presence Quickbooks/Freshbooks/Payroll Software/CRM Other
Which type of documents can you provide if requested by IRS for receipts?

Paypal/CashApp/Invoices Receipts showing payments Bank Account Statements Showing Payments MAde to Records from Your CPA/Bookkeeper Showing Accounts Lease/Utiity/Insurance Statements from Physical Location Website Fees and/or Social Media Ads Quickbooks/Freshbooks/Payroll Software/CRM Other
Did any of the following apply? (select if YES)

You received a 1099MISC for this business You received a 1099NEC for this business You used an automobile for this business? You used an automobile for this business? You hired employees or paid contractors over $600? You had insurance for this business? You had a separate office space for this business?
Upload any documents you want to for your busiess for income or expenses

Cancel of
Refund Selection
How would you like your refund?

Paper Check Printed In Office Prepaid Debit Card Direct Deposit to My Account
Bank Name
Routing #
Account#
Checking or Savings?

Checking Savings
Signature *

Clear
Should be Empty:

Pretty Girls 2021 Client Intake Form

INCOME

Deductions & Credits

Healthcare Information

Self Employment Questionaire

Refund Selection