Client Intake Form

2022 CLIENT INTAKE FORM
How did you hear about us?
If someone referred you, please type his or her name here.
Tax Preparer Name
DID YOU HAVE A BUSINESS IN 2022?
DID YOU RECEIVE YOUR A STIMULUS CHECK IN 2022?
IF YOU DID NOT RECEIVE A FULL AMOUNT, HOW MUCH, IF ANY DID YOU RECEIVE?
Are you trying to buy a new home within the next 2 years?
Are you self employed?
BUSINESS ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
BUSINESS NAME
UPLOAD 1099S/ BUSINESS INCOME

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PLEASE UPLOAD RECIEPTS TO PROVE THE EXPENSES

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PLEASE UPLOAD RECIEPTS TO PROVE THE EXPENSES

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Did you have COVID-19 in 2022? (Documentation Required FOR BUSINESS OWNERS)
The above Information was given to We Got It Tax Services. I, taxpayer, certify that all the information is correct to the best of my knowledge and I have receipts and bank statements as proof of my expenses.
Tax Payer's Name

First NameLast Name
Taxpayer's Date of Birth
Example: 01/01/2001
Taxpayer's SSN
Example: xxx-xx-xxxx
Taxpayer's Phone Number
Example: xxx-xxx-xxxx
Taxpayer's Job Title
Taxpayer's Email Address
Spouse's Name

First NameLast Name
Spouse's SSN
Example: xxx-xx-xxxx
Spouse's Date of Birth
Example: 01/01/2001
Spouse's Phone Number
Example: xxx-xxx-xxxx
Spouse's Email Address
Example: example@example.com
Spouse's Job Title
Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did you and your spouse live apart during the year?
What is your marital status as of December 2022
Did you pay over half the expenses of maintaining your residence for the entire year?
Did you support a child or family member for more than 6 months out of the year?
If yes, did you live together at any time after June 30, 2022?
Are you on any Government Assistance
How many dependents are you claiming?
Dependent #1

First NameLast Name
Dependent #1 Date of Birth
01/01/2001
Dependent #1 SSN
What is Dependent #1's Relationship to you (son, daughter, etc.)?
How many months did Dependent #1 live with you in 2022? (If all year, enter 12)
How many months did Dependent #2 live with you in 2022? (If all year, enter 12)
Dependent #2s SSN
Example: xxx-xx-xxxx
What is Dependent #2's Relationship to you (son, daughter, etc.)?
Dependent #2's First Name
First Name
Dependent #2's Last Name
Last Name
Dependent #2's Date of Birth
01/01/2001
Dependent #3's SSN
Example: xxx-xx-xxxx
What is Dependent #3's Relationship to you (son, daughter, etc.)?
How many months did Dependent #3 live with you in 2022? (If all year, enter 12)
ADD MORE DEPENDENTS?
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.

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How would you like to receive your tax refund?
Name of Bank
Which type of account would you like your refund deposited into?

Other
Routing Number
Bank Account Number
Can someone else claim you as a dependent?
Did you have health insurance in 2022?
Did you have health insurance for the entire year?
Who was your insurance cover through in 2022?
Was your insurance through your employer?
Was your insurance through Medicaid?
Was your insurance through the Affordable Care Act (The Marketplace)?
Did your dependents have health insurance for the entire year?
Was YOUR DEPENDENTS' insurance through your employer?
Who was your Dependents insured with in 2022?
Upload Taxpayer & Dependent(s)Insurance Documents

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Was YOUR DEPENDENTS' insurance through Medicaid?
Was YOUR DEPENDENTS' insurance through the Affordable Care Act (The Marketplace)?
Have you ever been denied the Earned Tax Credit (EITC)?
Were you or any of your dependents in college in 2022?
Did you trade any Virtual Currency
Do you have a 1098-T Form for either you or your dependents?
If you have a 1098-T form, upload it here.

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Are you interested in AUDIT PROTECTION?
CLIENT NON PAYMENT/OFFSET CLAUSE

At We Got It Tax Services, we strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.

By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment.
Primary Taxpayer's Signature
ADDITIONAL SERVICES

At We Got It Tax Services, we do more than just taxes. Please check below if you would be interested in any of the additional services we provide. We will schedule a time to speak with you ar a later time.
I am giving We Got It Tax Services 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 We Got It Tax Services and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
Taxpayer's Signature (If no spouse, leave blank)
Date

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

MonthDayYear
Date
Taxpayer's Driver's License

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

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Taxpayer's W-2

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Dependent(s) Birth Certificate(s)

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Dependent(s) Proof of Residency (Lease/Utility Bill)

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Take Photo OF YOU SAY CHEESE

Dependent #4's First Name
First Name
Dependent #4's Last Name
Last Name
Dependent #4's Date of Birth
01/01/2001
Dependent #4's SSN
Example: xxx-xx-xxxx
What is Dependent #4's Relationship to you (son, daughter, etc.)?
How many months did Dependent #4 live with you in 2022? (If all year, enter 12)
DOB

MonthDayYear
Date

DEPENDENT #5Name

First NameLast Name
Dependent #5's Date of Birth
01/01/2001
What is Dependent #5's Relationship to you (son, daughter, etc.)?
How many months did Dependent #5 live with you in 2022? (If all year, enter 12)
Should be Empty:

2022 CLIENT INTAKE FORM