Intake Onboarding For Amending Tax Return

AMENDING YOUR TAX RETURN - CLIENT ONLINE ONBOARDING INTAKE, TAX INTERVIEW & INTEGRATED DOCUMENT SHARE

Please fill out completely, along with your ID and tax documents.
Amending Personal Individual Tax Return: This Tax Interview Onboarding Intake Form is used for Correcting a Previously Filed Personal Tax Return. You are requesting us to prepare an Amended Tax return for you. Kindly provide to us the requested information and documents. You must upload the documents in the upload attach area of this form. You information provided and documents will be sent together to us when you submit this form.
New Client (check only one)*

YesNo
Did the IRS send You or your Spouse an Identity Protection PIN (IP PIN) ? (check only one)*

YesNo
What Year(s) are you Requesting be Amended ? (check all that apply)*

Current Year (Amend or Supersede)2021 Tax Year2020 Tax Year2019 Tax Year2018 Tax Year
Client Name (primary taxpayer)*

First NameLast Name
Client Name (spouse if applicable)

First NameLast Name
Personal Email (Primary Taxpayer)*
example@example.com
Cell Phone Number (Primary Taxpayer*
Please enter a valid phone number.
Home Address (current address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are we Amending your return Filing Status? Caution: In general, you can’t change your filing status from married filing jointly to married filing separately after the return due date. Filing Status are: Single, Married, Married Filing Separate, Head of Household, Widow with Dependent Child*

YesNo
Are you Adding or Removing Dependents that you Claimed on your Original Return?*

NoYes, adding dependentYes, removing dependent
Did your Original Return include a Schedule C or F Form for Any Self-Employment Activity ? Answer the Best Option:*

No it Did Not Include Sch C/F in Original Return. Not Needing a ChangeNo it Did Not Include Sch C/F in Original Return. It Needs to Be PreparedYes a Sch C/F was Included in Original Return. Not Needing a ChangeYes a Sch C/F was included in Original Return. It Needs CorrectionsUnsure
Did your Original Return include a Schedule E Form for Rental Activity or Reporting Royalties ? Answer the Best Option:*

No it Did Not Include Sch E in Original Return. Not Needing a ChangeNo it Did Not Include Sch E in Original Return. It Needs to Be PreparedYes a Sch E was included in Original Return. It Needs CorrectionsYes a Sch E was included in Original Return. Not Needing ChangeUnsure
Did your Original Return include a K-1 Forms from S-Corp Partnership or Estate & Trust Activity Reporting ? Answer the Best Option:*

No it Did Not Include K-1(s) in Original Return. Not Needing a ChangeNo it Did Not Include K-1(s) in Original Return. It Needs to Be CorrectedYes K-1(s) were included in Original Return. It Needs CorrectionsYes K-1(s) were included in Original Return. Not Needed a ChangeUnsure
Did you receive a Tax Notice and is this reason precipitating this Amendment ?*

NoYes
Why do you think you may need to Amend your Tax Return ? What is the Reason(s) you are asking us to correct or change your previously field tax return. Please explain clearly your facts and circumstances in enough detail and in the least words necessary. The following are examples of some reasons for amending a return. (1) Correct an Error or Omission to your Income that you reported (2) Change your Filing Status or correct a Dependent (3) Change/Correct your Deductions (4) Change/Correct Itemize or Tax Standard Deduction (4) Claim a Credit or Correct a Tax Credit. REQUIRED: Provide Your Description Reason Here Below: *
REQUIRED: DOCUMENT UPLOADS: IMPORTANT - PROVIDE FOLLOWING:

Kindly Upload your Picture of your (Drivers License) for Proof of Idenfication a PDF copy of your Tax Return(s) that you are asking us to correct by Amending. Upload ALL your year-end tax documents that you used to prepare your original filed returns (such as W-2's 1099's etc). Please also Upload below any New pertinent documents that would be needed to support your Amendment filing including copy of any Tax Notices you might have received.

Upload these documents in the space below. If you do not have your documents ready for upload now then you can upload the documents to our Secure Online Portal later.

Kindly submit this form with the required uploaded documents since we cannot start work without all your information.

If you need any assistance, please call us at (215) 995-0457.
Proof of Identity Requirements (You, Your Spouse/Partner, and Dependents)

Please provide a copy of your (1) Driver's License, FRONT and BACK. If you do not have a Driver's License or State ID Card, then provide a copy of your Passport. (2) Provide Copy of SSN/ITIN/ATIN Cards for all Taxpayer(s) and Dependents that will be listed on the return. (3) and For Only Under Age Dependents Provide Copy of their Birth Certificate.

Upload these documents in the space provide within this document just below. Also Provide us your other Documents that are referenced below in the File Upload Area Description.
File Upload: Share All Your Documents: Include Identification, Photo ID. Also Upload All Your Important Year-End Tax Documents, Tax Notice & PDF Copy of the Tax Return that will be Amended.

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HOW DID YOU HEAR OF NAPOLI TAX SERVICES LLC ? Check ALL that apply

Email or TextSocial MediaInternet SearchGoogle MapsReferral
YOUR ACKNOWLEDGEMENT: To the best of my knowledge the information enclosed in this client tax organizer and tax interview is correct and includes all income, deductions, and other information necessary for the preparation of the AMENDED Income Tax Return(s) for which I have adequate records.

NOTE: ONE PARTY MUST E-SIGN: Either the Primary Taxpayer or Spouse must E-Sign this Intake Tax Interview Organizer. ONE SIGNATURE WILL BIND THE OTHER.
Signature of Primary Taxpayer. *

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AMENDING YOUR TAX RETURN - CLIENT ONLINE ONBOARDING INTAKE, TAX INTERVIEW & INTEGRATED DOCUMENT SHARE