In and Out Tax Lobby Sheet

  • Tax Preparation Client Form

    Intake and Due Diligence
  • Filing Status*
  • Who is your tax preparer?*
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Format: (000) 000-0000.
    • Are you a full-time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Are you over the age of 65?*
    • Did you purchase a brand new, unused vehicle in 2025?*
    • Are you filing a dependent(s)?*
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they over the age of 65?
    • Are they your dependent?
    • Dependents 
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    • Tax Related Questions 
    • Employment Status*
    • Are you contributing to 401k or other pre-tax account?*
    • Do you or any of your dependents have tuition expenses?*
    • Do you have any expenses for child care?*
    • Are you currently renting?*
    • Do you have your own home?*
    • Do you have documents that shows you paid for property taxes?*
    • Did you pay your vehicle tax?*
    • Do you have mortgage interest?*
    • Do you have real estate tax?*
    • Did you file a tax return last year? If so, please upload a copy of your prior year return below if you are a new client.
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    • Are you a victim of identity theft?*
    • Did you work for and receive tips?*
    • Did you receive overtime pay?*
    • Did you receive an identity protection pin?*
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    • Taxpayer Expenses 

    • Please fill-up the information for the current tax year only.

    • Rows
    • How would you like to handle your fees?*
    • Would you like to apply for an advance loan?*
    • Do you owe child support, student loans, back taxes, or any other government agency?*
    • Are you interested in getting more information about life insurance?*
    • Are you interested in getting more information on an IUL?*
    • Did you experience an unexpected theft or casualty/loss in 2025?*
    • Were you the victim of a federal disaster in 2025?*
    • Type of account
    • Whose name is listed on this account? If someone else, we recommend getting a Refund Advantage Debit Card or Check.*
    • Would you like to receive a text message concerning your refund or loan arrival??*
    • Issue Date*
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    • Expiration Date*
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    • Are you claiming a dependent(s)?*
    • Do you have legal custody?
    • If yes, can you provide documentaton?
    • If no, can you provide letter from mother, father, or legal guardian giving you permission to file dependent?
    • Did the dependent (s) live with you more than 6 months?
    • Did you pay more than half of the cost for keeping up the home where you lived during the year?*
    • Were you a US citizen or resident alien as of December 31st last year?*

    • HOH/ MFJ/ MFS

      *This page is for all filing status except single*
    • Do you provide more than 50% of your household expenses?*
    • What documents can the taxpayer provide that validates that you paid over half the cost of keeping up the home? If you do not have any bills in your name, your filing status will be single. YOU MAY SELECT MORE THAN ONE*
    • Do you have rent or utility bills in your name?*
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    • Do you receive government assistance?*
    • What type of public assistance did you receive during the tax yar*
    • Does anyone else provide more than half of the financial assistance to the household?*
    • Do you rent or own?*

  • MARRIED FILING JOINTLY

    *Do not complete if filing status is Single or HOH*
  • Are you married filing jointly?
  • Do you have legal documentation of your marriage? If yes please upload.
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  • Are you married filing separately?
  • Are you legally separated or going through a divorce?

  • American Opportunity Tax Credit

    *Complete if you received a form 1098t*
  • If this apply, can you or your dependent prove you were in college?
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  • Self Employed & Businesses

    *Applies to LLCs, S-Corp and/ or C-Corp*
  • Do you have a business license or EIN?
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  • Was your expenses related to start-up cost for your business?
  • Do you have a business checking account?
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  • Do you operate your business out of your home, a separate rented space, or both?
  • If home, do you use a small room, full home, or other part of home for business operation?

  • Signatures and Uploads

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  • Dear Tax Client:

    This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide.  In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. 

    By providing us with your signature, you are accepting the terms and conditions specified in this letter.

    We will prepare your federal, state and local income tax returns from information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. We reserve the right to assess additional bookkeeping charges.

    It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, cancelled checks and other data that form the basis of income, expenses, credits and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority.

    You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them.

    Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such bookkeeping assistance as determined to be necessary for preparation of the income tax returns.

    The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please view the IRS website.

    Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal.

    If the above sets forth your understanding, please sign this letter in the space indicated.  This letter will apply for all tax returned prepared for you by our tax preparers.

    I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties.  I understand that this tax company is only liable for any Error and Omission on their part and will be responsible for any interest and penalties and not tax due.

    I confirm that all information I entered here is accurate and true. I allow In and Out Tax Service to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of In and Out Tax Service. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

  • Date Signed*
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  • Date Signed
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