2022 UNLIMITED INTAKE FORM

Welcome to Unlimited Taxes and more. Please complete this form to provide us with the information to best serve you. If you have any questions please email Unlimitedtaxesandmorelancaster@gmail.com We look forward to serving you!
Name

First NameLast Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Alternative Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Did someone refer you? Type there name or type "no"
How would you like your refund?
Tax Payers Date of Birth
Tax Payers Social Security Number
How many W2's Does The Tax Payer Have?
Name of Bank
Routing Number
Bank Account Number
Spouse's Full Name
Spouse's Phone Number
Spouse's Date of Birth
Spouse's Social Security Number
How many W2's Does Your Spouse have?
Spouse's Email Address
Preferred Method of Contact
Do you own a business and/or were you self employed?
Do you have a EIN number for your business ?
If yes please list your ein number , If no put N/A.
How much profit was made in 2022 for your business?
Do you certify the profit made in 2022 is true, accurate and is given to use as a source of income for your 2022 Federal and State return?
Did you incur material expenses to operate your business in 2022?
Did you and your spouse live apart during 2022?
What was your filing Status as of Dec 2022?
Did you pay over half the expenses of maintaining your residence for the entire year?
Can anyone claim you as a dependent?
Did you support a child or family member for more than 6 months out of the year?
If you are not the parents why isnt either the parents/legal gaurdian carrying the dependants ?
How many dependents are you claiming?
Dependent #1 Full Name
Dependent # 1 Date of Birth
Dependent # 1 Social Security Number
What is the relationship to dependent # 1 (son, daughter, nephew)?
How many months did dependent #1 live with you in 2021?
Dependent # 2 Full Name
Dependent # 2 Date of Birth
Dependent # 2 Social Security Number
What is the relationship to dependent # 2 (son, daughter, nephew)?
How many months did dependent # 2 live with you in 2021?
Dependent # 3 Full Name
Dependent # 3 Date of Birth
Dependent # 3 Social Security number
What is the relationship to dependent # 3 (son, daughter, nephew)?
How many months did dependent # 3 live with you in 2021?
Are there any dependents in daycare?
I First Name Last Name received childcare services from Type a label for the following dependents Type a label, Type a label and Type a label. The childcare provider social number Type a label
and address Street Address Address Line 2 City State Zip For the services paid in the amount of $blank
Signature
Did you have insurance for the entire year in 2022?
Did your dependents have insurance for the entire year in 2022?
If you had insurance through the marketplace, did you receive a 1095A Health Insurance Marketplace statement? (Not providing form IRS could delay your refund)
Have you ever been denied the Earned Income Tax Credit (EITC)?
Did you attend college in 2022?
Did your spouse attend college in 2022?
Do you have a Form 1098T (Tuition Statement) for either you, your spouse and/or dependents?
If you were self employed in 2022, were you unable to perform services because of certain corona virus related circumstances?
Document uploader
Please upload Front of ID.
Please upload back of ID
Please upload Social Security Card
please upload w-2
please up 1099
please upload dependent socials

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supporting documents : example ( bank statement, lease, school report card etc.)

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Who is your preparer
Please check and confirm all numbers including social security numbers, bank account information before submitting. Please check and confirm all names are spelled correctly and all information is correct. All files can be emailed to unlimitedtaxesandmorelancaster@gmail.com
I confirm and agree that all information is correct.
I am giving Unlimited Taxes and more permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Unlimited Taxes and More holds no responsibility for any misrepresentation or false claims.
Signature
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Welcome to Unlimited Taxes and more. Please complete this form to provide us with the information to best serve you. If you have any questions please email Unlimitedtaxesandmorelancaster@gmail.com We look forward to serving you!

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