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
Will you be filing a return with your spouse?
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
Is this a new address with the IRS?
Dependents
Did you pay any child care expenses for any dependents listed above?
Did you receive health insurance through the Market Place?
If you own your home, have you received form 1098 from your mortgage lender?
Did you or your spouse receive unemployment or PUA benefits in 2023?
Did you or your spouse make payments on your student loans in 2023?
Do you owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?
Do you have an IRS IP PIN? If so enter it below
Do you have a copy of your tax return from last year? If so please upload it
Are you interested in Audit Protection for your tax return? ($59 Fee)
Are you interested in the SAME DAY Advance up to $6,000 with bank approval if due a refund?
Are you interested in discussing tax planning services? This can help you save hundreds/thousands on your next year tax bill.
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)

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Tax Payer Social Security Card

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Dependent Social Security Card(s)

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Driver License/State ID

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

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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