DLP Legacy Taxes Intake Form

Which of the following applies to you?

Upload proof of Charity Donations or Tithes

Upload proof of expenses for Itemizing, such as Mortgage interest statement, Property Taxes & Sales or Local Tax paid

Upload proof of student loan interest paid, such as 1098-E

Upload proof of medical, dental & vision expenses that you paid out of pocket.

Upload proof of energy & solar expense, such as receipts, contracts, etc

Upload proof of sale of purchase of a new home., such as 1099-S, 1099-Misc, 1098 Mortgage Statement, etc

Upload proof of adoption, such as ATIN (adoption taxpayer identification number), Adoption decree or order, placement agreement, receipts, etc

Upload proof of Military orders, PCS (Permanent Change of Station), Relocation Authorization Paperwork, etc

Upload last paycheck stub from the employer that you received tips or overtime from

Enter purchase date and total interest paid on the auto loan.

Upload bill of sale showing sales taxes paid for the vehicle.

Upload the last statement from the finance company showing the total interest paid for the year.

Were you affected by Covid

What days did you have Covid?

Upload proof of Covid, such as testing results etc.

Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.

Upload a copy of your daycare form here.

Did you have health insurance during the year?

Who was your insurance coverage through during the year?

Who was your Dependents insured with during the year?

Upload Taxpayer & Dependent(s)Insurance Documents

Received Marketplace Insurance Upload Your 1095-A

Have you ever been denied the Earned Tax Credit (EITC)?

Were you or any of your dependents in college during the year?

Were you at least a part time student for at least five months during the tax year?

Do you have a 1098-T Form for either you or your dependents?

If over the age of 24 and you attended college, why did you reenroll in school? The IRS wants to know, not us.

If you have a 1098-T form and/or receipts for the qualified tuition and related expenses, upload it here.

Do you owe student loans, taxes, or other entity that might offset your refund?

Because you selected Yes, part or all of your tax refund may be reduced or offset. To avoid delays or surprises, please complete the steps below. Please call the numbers below to confirm whether any amounts are currently set to be taken from your refund.

Did you received any Unemployment?

Upload Your 1099-G (Unemployment Letter)

Did you pay any estimated taxes to the IRS or State?

Upload Proof of Estimated Payments Paid directly to the IRS

Are you self employed?

Did you operate in any sale of goods or services during the tax year that totaled over $400?

How did you collect payment for your self-employment?

If Yes, You Are Self Employed, Describe The Business.

What is the structure of your business?

Who is the business under (Yourself or Spouse)?

Name of your business

Address of your business

Business EIN (If Applicable)

Date Business Started

Click here to provide your income and expenses for your business or side hustle.

Please list your income and expenses for your business below.

What documents do you have to support your business income and expenses, such as Bank statements, Profit & Loss, etc?

Upload supporting documents for business income and expenses.

If you don't currently have the supporting documents, will you be able to produce them in case of a audit.

If you do not have any expenses, please explain why. Put (NA) if you have expenses.

By signing below, I hereby certify the information given is true and accurate.

At any time during the year, did you receive, sell, exchange, or otherwise dispose of any virtual currency (such as Bitcoin, Ethereum, Cash App crypto, Coinbase, etc.)?

Please upload any crypto transaction records or tax forms you received, such as 1099-B

Are you required to file State Taxes?

For STATE Taxes ONLY: What County did you reside in? Put (NA) if it does not apply.

For STATE Taxes ONLY: School District are you in? Put (NA) if it does not apply.

For STATE Taxes ONLY: Has your name or address changed since your last filed tax return? Put (NA) if it does not apply.

Are you trying to buy a new home within the next 2 years?

How much was your refund last year?

How would you like to receive your tax refund?

Shipping Speed for Check/Debit Card (No upfront fee/can be taken from refund)

Which type of account would you like your refund deposited into?

Other

Name of your Bank

Routing Number

Bank Account Number

Are you requesting a Cash Advance Jan 2nd- March 14th Only)

I consent to allow my prior year(s) refund and funding amount (if available) to be disclosed to the bank for the purpose of processing my current tax refund.

Upload two PRIOR year tax returns, if you are a new customer.

Primary Taxpayer's Signature

Taxpayer's and Dependent(s ) Social Security Card(s)

Spouse's Signature (If no spouse, leave blank)

I am giving DLP Legacy Taxes permission to prepare all forms related to my tax return; to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that DLP Legacy Taxes and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

Taxpayer's Signature (If no spouse, leave blank)

Spouse's Signature (If no spouse, leave blank)

Date

Taxpayer's Driver's License

For Protection Against Fraud Please Take A Selfie Holding Your ID To Ensure Your Identity Is Not Compromised.

Taxpayer's W-2/ 1099'S

Dependent(s) Birth Certificate(s)

Dependent(s) Proof of Residency (Lease/School/Doctor Records)

Additional Documents

Do You Have An IPPIN? If Yes, Enter The 6 Digit Number Here.

How Many Documents Did You Upload? This Is To Ensure We Received All Documents.

CLIENT NON-PAYMENT/OFFSET CLAUSE: At DLP Legacy Taxes, our primary objective is to provide comprehensive tax assistance to all our clients. We understand that unforeseen circumstances can arise. In the event that your tax refund is offset by the IRS, allocated for student loans or child support, or if your refund is issued by check, it is important to note that you remain responsible for settling the fees associated with the preparation and filing of your tax return. By acknowledging and signing this agreement, you affirm your understanding that if payment is not received in full within 30 days of the agreed-upon terms, DLP Legacy Taxes reserves the right to initiate an automatic debit from any account information provided by you. In the event that we are unable to collect the outstanding payment, we may need to pursue legal actions to resolve the matter. We value our relationship with our clients and remain committed to serving your tax needs. This clause is in place to ensure transparency and fairness in our billing process.

If you are filing for multiple tax years, any applicable fees will be deducted from the current tax year's refund. If this is not applicable, payment for tax preparation services for each year must be made in full prior to the submission of each return.

Letter of Engagement

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