Insta Tax Client Intake

We look forward to working with you! Please take the time to properly fill this form out

ALL FORMS ARE REQUIRED. If you do not attach all dcouments to this form DO NOT EMAIL THEM. We will send you access to a secure portal for any additional documents. If you submit this entry with no income statements, social security cards and/or state issued ID, your submission will be removed from our system.What tax year is this submission for? (Please do not attach documents that are not for the tax year you selected. If you need more than 1 year filed it needs to be submitted as a seperate submission for each year.
Filing for what tax year?*
Name*

First NameMiddle NameLast Name
Tax Payer's Social Security Number*
Filing Status*
Tax Payer's Date of Birth*

MonthDayYear
Date
YesNo
Spouse's Name

First NameLast Name
Spouse's Social Security Number
Spouse's Date of Birth

MonthDayYear
Date
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
YesNo
Dependents
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
Do you have an IRS IP PIN? If so enter it below
YesNo
YesNo
YesNo
YesNo
Please Fill Out This Next Section If You Plan on Getting a Refund.
Refund Dispersement Method
How do you want your tax refund processed?
Bank Name
Bank Account Number
Bank Account Number
Routing Number
Routing Number
Tax Documents (W2,1099,1098-T)

Cancelof
Tax Payer Social Security Card

Cancelof
Dependent Social Security Card(s)

Cancelof
Driver License/State ID*

Cancelof
Upload your Profit & Loss (P&L) or Income & Expense Statement * For Business Owners Filing

Cancelof
Tax Preparer You are Working With?
Did an Insta Tax affiliate send you, if so who?
Do you have an affiliate promo code? Enter it below
Did anyone refer you to us? If so please write their name below
Anything you'd like us to know when preparing your return?
I acknowledge that all information provided to Insta Tax is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to; facing court dates, restitution and possible imprisonment. I waive Insta Tax and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Insta Tax to file my tax return.
Tax Payer Signature
Should be Empty:

We look forward to working with you! Please take the time to properly fill this form out