TaxNest Financials

TaxNest Financials

Client Intake Form
Please collect ALL documents needed to complete this form for the safety of your personal information, AND FOR HIPPA COMPLIANCY, THERE IS NO SAVE OPTION.

Please return when you have all your documents.

Common Documents Needed To Complete This Intake Form:

Single/Joint
W-2 / 1099 (Self / Spouse)
SSN (Self / Spouse)
Health Insurance (1095 A / 1095 B)
Tuition/Fee Deduction (1098-T) / Student Loan Deduction (1098-E)
Dependents (DOB / SSN)

Business
All Single/Joint Documents
EIN
P&L (If Applicable)
Expenses
Income

If you require additional assistance, please respond to the email sent to you.

Note: WE HAVE A REFERRAL PROGRAM! SEND 5 REFERRALS TO RECEIVE 10% OFF YOUR PROCESSING FEES AND *$25 PER REFERRAL SUBMISSION THEREAFTER!

Thank you for trusting our firm with your tax needs!

- TaxNest Accounting Team
(833) 357-2522 Ext 3
Support@AbundantLivingCC.org

Were you referred to our firm? If so by whom?
Name*

First NameLast Name
Email*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
TaxNest Package*
Please Tell Us About Your Filing Needs. If using a mobile device, turn sideways to see all options.
Previous Year's Tax Return

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Here's why we need this information:
1. To conduct a tax audit that reveals any previously missed deductions.
2. To better assist you during your Document Review Meeting to approve your completed tax report.
3. For tax planning and strategic purposes, to plan for the upcoming year's taxes based on patterns and trends.
It's important to remember that taxes can complicated, and that's why it's crucial to have all the necessary information available. Asking for this information allows us to have a complete understanding of your financial situation and to ensure that all necessary deductions have been claimed.

This is also the reason why we schedule a Document Review Meeting at the conclusion of your tax preparation service so that we can go over your completed tax report with you and address any questions or concerns you may have. Additionally, having this information helps us, to help you with tax planning tips and solutions for the upcoming year, as we can identify patterns and strategies to help you save money on your taxes.

So while it may seem like a daunting task, providing us with this information ultimately benefits you in the long run by ensuring you are getting the most out of your tax return.

Thank you for trusting our process; we look forward to serving you.

Your Information
Date of Birth*

MonthDayYear
Date
Occupation*
Name of Company*
What is your drivers license number?
What State?
Issue Date?

MonthDayYear
Date
Expiration Date?

MonthDayYear
Date
SSN*
Filing Status*
Upload Drivers License

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Upload Proof of Address (Anything With Your Name and Current Address)

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Upload ALL W2s

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Upload Your SSN

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Do Your Tax Preparation Needs Include A State Return*
Did You Have Marketplace Insurance*
Do you need to include your spouse?

YesNo

Spouse Information

Skip if not filing together
Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
SSN*
Occupation*
What is your drivers license number?*
What State?*
Issue Date?*

MonthDayYear
Date
Expiration Date?*

MonthDayYear
Date
SSN*
Upload Drivers License*

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Upload Proof of Address (Anything With Your Name and Current Address)*

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Upload ALL W2s

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Upload Your SSN*

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Dependents

Answer the following questions about your dependents, If you DO NOT have dependents skip pages 3-5; However answer question 1 with "0"
Do you have any dependents?

YesNo

How many dependents do you have?*
Do you have Dependent Child Care Expenses?*
Dependent 1*

First NameLast Name
Are you the dependents legal guardian?*

YesNo
Can anyone else claim the dependent?*

YesNo
Relationship to Dependent *
Dependent's Age*
Date of Birth*

MonthDayYear
Date
Is The Dependent A US Citizen?*

YesNo
SSN*
Dependent 1 (Gender)*
Dependent 1 (Residence Status)*
How many months Dependent 1 is staying with you?*
If your child has lived with you ALL year long put "12"
Please Upload Dependent 1 SSN*

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Do you have additional dependents to add?*

YesNo

Dependent 2*

First NameLast Name
Are you the dependents legal guardian?*

YesNo
Can anyone else claim the dependent?*

YesNo
Relationship to Dependent *
Dependent's Age*
Date of Birth*

MonthDayYear
Date
Is The Dependent A US Citizen?*

YesNo
SSN*
Dependent 2 (Gender)*
Dependent 2 (Residence Status)*
How many months Dependent 2 is staying with you?*
If your child has lived with you ALL year long put "12"
Please Upload Dependent 2 SSN*

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Do you have additional dependents to add?*

YesNo

Dependent 3*

First NameLast Name
Are you the dependents legal guardian?*

YesNo
Can anyone else claim the dependent?*

YesNo
Relationship to Dependent *
Dependent's Age*
Date of Birth*

MonthDayYear
Date
Is The Dependent A US Citizen?*

YesNo
SSN*
Dependent 3 (Gender)*
Dependent 3 (Residence Status)*
How many months Dependent 3 is staying with you?*
If your child has lived with you ALL year long put "12"
Please Upload Dependent 3 SSN*

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Do you have additional dependents to add?*

YesNo

Dependent 4*

First NameLast Name
Are you the dependents legal guardian?*

YesNo
Can anyone else claim the dependent?*

YesNo
Relationship to Dependent *
Dependent's Age*
Date of Birth*

MonthDayYear
Date
Is The Dependent A US Citizen?*

YesNo
SSN*
Dependent 4 (Gender)*
Dependent 4 (Residence Status)*
How many months Dependent 4 is staying with you?*
If your child has lived with you ALL year long put "12"
Please Upload Dependent 4 SSN*

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Do you have additional dependents to add?*

YesNo

Dependent 5*

First NameLast Name
Are you the dependents legal guardian?*

YesNo
Can anyone else claim the dependent?*

YesNo
Relationship to Dependent *
Dependent's Age*
Date of Birth*

MonthDayYear
Date
Is The Dependent A US Citizen?*

YesNo
SSN*
Dependent 5 (Gender)*
Dependent 5 (Residence Status)*
How many months Dependent 5 is staying with you?*
If your child has lived with you ALL year long put "12"
Please Upload Dependent 5 SSN*

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Do you have additional dependents to add?*

YesNo

Dependent 6*

First NameLast Name
Are you the dependents legal guardian?*

YesNo
Can anyone else claim the dependent?*

YesNo
Relationship to Dependent *
Dependent's Age*
Date of Birth*

MonthDayYear
Date
Is The Dependent A US Citizen?*

YesNo
SSN*
Dependent 6 (Gender)*
Dependent 6 (Residence Status)*
How many months Dependent 6 is staying with you?*
If your child has lived with you ALL year long put "12"
Please Upload Dependent 6 SSN*

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Do you have additional dependents to add?*

YesNo

Business Check List

Please Review and Submit ALL files/documents. If files are incomplete, your appointment will be rescheduled/canceled. PLEASE NAME YOUR DOCUMENTS
SMALL BUSINESS DEDUCTION CHECKLIST

Income
Gross receipts from sales or services
Sales records (for accrual-based taxpayers)
Returns and allowances
Business checking/savings account interest (1099-INT or statement)
Other income
Cost of Goods Sold (if applicable)
Inventory
Beginning inventory total dollar amount
Inventory purchases
Ending inventory total dollar amount
Items removed for personal purposes
Materials & Supplies
Expenses
Advertising
Phones (landline, fax or cell phones related to business)
Computer & internet expenses
Records of all expenses — check registers or credit card statements, and receipts
Bank Fees
Meals (tips if applicable)
Business-use asset information (cost, date placed in service, etc.) for depreciation
Office in home information, if applicable
Hotel
Transportation and travel expenses
*Business trip (mileage) log Airfare or mileage/actual expense if drove
*Contemporaneous log or receipts for public transportation, parking, and tolls
Taxi, tips
Commissions paid to subcontractors
File Form 1099-MISC and 1096 as necessary depreciation
Cost and first date of business use of assets
Records relating to personal use of assets
Sales price and disposition date of any assets sold
Business insurance
Casualty loss insurance
Errors and omissions
Other
Interest expense
Mortgage interest on building owned by business
Business loan interest
Investment expense and interest
Professional fees
Lawyers, accountants, and consultants
Dues to professional societies, licenses and regulatory fees
Subscriptions to professional journals/trade magazines
Tools/supplies used in your work
Occupational taxes
Passport for a business trip
Office Supplies Pens, paper, staples, and other consumables
Rent expense
Office space rent
Business-use vehicle lease expense
**Other Office-in-home
Square footage of office space
Total square footage of home
Hours of use *if operating an in-home daycare
Mortgage interest or rent paid
Homeowner's or renters' insurance
Utilities (internet, gas, electricity, and etc)
Cost of home, separate improvements and first date of business use
Wages paid to employees
**Form W-2 and W-3
Federal and state payroll returns (Form 940, Form 941, etc.)
Employee benefit expenses [This needs to be left-aligned with "Wages paid to employees"]
Contractors
Form 1099-MISC/ Form 1096
**Other Expenses
Repairs, maintenance of office facilities, etc.
Estimated tax payments made
Purchase of home
Purchase of vehicle (taxes paid on vehicle)
Real Estate (purchase and/or sale)
Home improvements (windows, roof, water heater ETC)
Fees paid for tax return (previous year)
Other business-related expenses
You can attach your files here. PLEASE NAME EACH FILE YOU UPLOAD

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Single/Joint Check List

Please Review and Submit ALL files/documents. If files are incomplete, your appointment will be rescheduled/canceled. PLEASE NAME YOUR DOCUMENTS
Please upload the following documents where applicable:

INDIVIDUAL TAXES CHECK-LIST

Personal Information
Your social security number or tax ID number
Your spouse's full name and social security number or tax ID number
Copies of Driver’s Licenses (mandatory for Illinois taxpayers)
Copy of last year’s tax return
Bank routing and account numbers (for direct deposit of refund)
Proof of address for tax payer and child
Dependent(s) Information
Dates of birth and social security numbers or tax ID numbers
Childcare records (including the provider's tax ID number) if applicable
Income of other adults in your home
Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Sources of Income

Employed (W-2)

W-2
Unemployed
Unemployment, state tax refund (1099-G)

**K-12 Educator Expenses
Amounts for classroom expenses (for educators in grades K-12)

**Childcare Expenses
Fees paid to a licensed daycare center or family daycare for care of an infant or preschooler Wages paid to a babysitter. Don't include expenses paid through a flexible spending account at work.

Self-Employed (Considered a business)
Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099s
Record of estimated tax payments made (Form 1040–ES)
*See small business deduction checklist at bottom of page for a memory jogger for possible tax deductions

Rental Income
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Record of estimated tax payments made (Form 1040–ES)

Retirement Income
Pension/IRA/annuity income (1099-R)
Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
Social security/RRB income (1099-SSA, RRB-1099)

Savings & Investments or Dividends
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Expenses related to your investments
Record of estimated tax payments made (Form 1040–ES)

Retirement & Other Savings
Form 5498-SA showing HSA contributions
Form 5498 showing IRA contributions
All other 5498 series forms (5498-QA, 5498-ESA)

Income & Losses
Gambling income (W-2G or records showing income, as well as expense records)
Jury duty records
Hobby income and expenses
Prizes and awards

Trusts
Royalty Income 1099–Misc.
Any other 1099s received
Record of alimony paid/received with ex-spouse’s name and SSN
Types of Deductions

Home Ownership
Forms 1098 or other mortgage interest statements
Real estate and personal property tax records
Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
All other 1098 series forms

Charitable Donations
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Amounts of miles driven for charitable or medical purposes

Medical Expenses
Amounts paid for healthcare insurance and to doctors, dentists, hospitals

Health Insurance
Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Form 1095-B and/or 1095-C if you had insurance coverage through any other source (e.g., an employer, insurance company, or government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)

Educational Expenses
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest

State & Local Taxes
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Invoice showing amount of vehicle sales tax paid

Federally Declared Disaster
City/county you lived/worked/had property in
Records to support property losses (appraisal, cleanup costs, etc.)
Records of rebuilding/repair costs
Insurance reimbursements/claims to be paid
FEMA assistance information
Check FEMA site to see if my county has been declared a federal disaster area
Please upload any additional documents PLEASE NAME YOUR DOCUMENTS

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Referrals

When your referrals book with our firm, you will receive discounts on your tax filing fees!
CLIENT BONUS!

Incentive 1:
WE HAVE A REFERRAL PROGRAM! SEND 5 REFERRALS TO RECEIVE 10% OFF YOUR PROCESSING FEES AND *$25 PER REFERRAL SUBMISSION THEREAFTER!

Incentive 2:
ALL TaxNest Clients will receive a 4-Day / 3-Night Vacation Voucher our thank you for booking our services

Please choose ONE of the choices below for your vacation voucher
(US Destination or Foreign Destination)

**Passports for Foreign Destinations Are Required. The Vacation voucher pays for your lodging; travel is not included. Only pay for local taxes to book vacation; pricing is shown with the choices provided.

Thank You For Trusting Us With Your Tax Needs!
Do you have any referrals?

Referrals

When your 5th referrals book with our firm, you will receive 10% on your tax filing fees! AND *$25 PER REFERRAL SUBMISSION THEREAFTER!
Referral Name

First NameLast Name
Referral Phone Number
Please enter a valid phone number.
Referral 2 Name

First NameLast Name
Referral 2 Phone Number
Please enter a valid phone number.
Referral 3 Name

First NameLast Name
Referral 3 Phone Number
Please enter a valid phone number.
Referral 4 Name

First NameLast Name
Referral 4 Phone Number
Please enter a valid phone number.
Referral 5 Name

First NameLast Name
Referral 5 Phone Number
Please enter a valid phone number.

Your Information

Spouse Information

Dependents

Business Documents

Business Check List

Single/Joint Check List

Referrals

Referrals

Client Agreement