I-TAX SERVICES TAXPAYER INFORMATION FORM

I-TAX SERVICES

CLIENT INFORMATION FORM
THANK YOU FOR CHOOSING I-TAX SERVICES FOR YOUR TAX PREPARATION NEEDS! PLEASE FILL OUT THIS QUESTIONAIRE SO THAT WE CAN PREPARE YOUR TAXES ACCURATELY AND MAXIMIZE YOUR REFUND. PLEASE ALSO UPLOAD/TAKE PHOTOS OF REQUIRED DOCUMENTS WHERE REQUESTED IN THIS FORM TO COMPLETE YOUR INTAKE FORM AND RECEIVE YOUR $$$ FREE ESTIMATE.
Who were you referred by?

TAXPAYER INFORMATION
TAXPAYER FULL NAME*

First NameLast Name
DATE OF BIRTH*

MonthDayYear
DOB
SOCIAL SECURITY NUMBER*
SSN
ATTACH COPY OF SSN

PICTURE/PHOTO OF SSN CARD
Cancelof
ATTACH PHOTO OF STATE ID/IDENTIFICATION*

PICTURE OF TAXPAYER IDENTIFICATION
Cancelof
ARE YOU?

BLINDTOTALLY AND PERMANENTLY DISABLED
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
DID YOUR ADDRESS CHANGE SINCE LAST YEAR'S RETURN? *
ADDRESS CHANGE
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
DID YOU HAVE HEALTH INSURANCE THROUGH HEALTHCARE MARKETPLACE?*
IF YES ATTACH 1095-A FROM YOUR MARKETPLACE ONLINE ACCOUNT
UPLOAD 1095-A

UPLOAD 1095-A FROM YOUR ACCOUNT ON HEALTHCARE.GOV
Cancelof
IDENTITY THEFT PIN
INCLUDE ONLY IF YOU HAVE PIN
DID YOU, YOUR SPOUSE, OR A DEPENDENT ATTEND COLLEGE IN 2024?

YESNO
1098-T SCHOOL FORM

FORM PROVIDED FROM COLLEGE OR UNIVERSITY TO BE FILED WITH TAX RETURN
Cancelof

TAXPAYER SPOUSE INFORMATION
TAXPAYER FULL NAME

First NameLast Name
DATE OF BIRTH

MonthDayYear
DOB
SOCIAL SECURITY NUMBER
SSN
ATTACH COPY OF SSN

PICTURE/PHOTO OF SSN CARD
Cancelof
ATTACH PHOTO OF STATE ID/IDENTIFICATION

PICTURE OF TAXPAYER IDENTIFICATION
Cancelof
ARE YOU?

BLINDTOTALLY AND PERMANENTLY DISABLED
Email
example@example.com
Phone Number
Please enter a valid phone number.
DID YOU HAVE HEALTH INSURANCE THROUGH HEALTHCARE MARKETPLACE?
IF YES ATTACH 1095-A FROM YOUR MARKETPLACE ONLINE ACCOUNT
UPLOAD 1095-A

UPLOAD 1095-A FROM YOUR ACCOUNT ON HEALTHCARE.GOV
Cancelof
IDENTITY THEFT PIN
INCLUDE ONLY IF YOU HAVE PIN

DEPENDENT INFORMATION
DEPENDENT FULL NAME

First NameLast Name
DATE OF BIRTH

MonthDayYear
DOB
SOCIAL SECURITY NUMBER
SSN
ATTACH COPY OF SSN

PICTURE/PHOTO OF SSN CARD
Cancelof
BIRTH CERTIFICATE

ATTACH COPY OF DEPENDENT BIRTH CERTIFICATE
Cancelof
RELATIONSHIP TO YOU
DEPENDENT RELATIONSHIP
MONTHS LIVED WITH TAXPAYER
ALL YEAR= 12
DO YOU HAVE DOCUMENTATION TO PROVE RESIDENCY FOR YOUR DEPENDENT?
REPORT CARD, DOCTOR RECORDS, MAIL TO ADDRESS WHERE FILING
PROOF OF DEPENDENT RESIDENCY

REPORT CARD, DOCTOR RECORDS, MAIL TO ADDRESS WHERE FILING
Cancelof
WAS YOUR DEPENDENT IN DAYCARE/AFTER SCHOOL CARE?
PROVIDE DOCUMENTATION
DAYCARE/AFTER SCHOOL CARE DOCUMENT

FORM SHOULD INCLUDE BUSINESS EIN
Cancelof
IDENTITY THEFT PIN
INCLUDE ONLY IF YOU HAVE PIN

DEPENDENT INFORMATION
DEPENDENT FULL NAME

First NameLast Name
DATE OF BIRTH

MonthDayYear
DOB
SOCIAL SECURITY NUMBER
SSN
ATTACH COPY OF SSN

PICTURE/PHOTO OF SSN CARD
Cancelof
BIRTH CERTIFICATE

ATTACH COPY OF DEPENDENT BIRTH CERTIFICATE
Cancelof
RELATIONSHIP TO YOU
DEPENDENT RELATIONSHIP
MONTHS LIVED WITH TAXPAYER
ALL YEAR= 12
DO YOU HAVE DOCUMENTATION TO PROVE RESIDENCY FOR YOUR DEPENDENT?
REPORT CARD, DOCTOR RECORDS, MAIL TO ADDRESS WHERE FILING
PROOF OF DEPENDENT RESIDENCY

REPORT CARD, DOCTOR RECORDS, MAIL TO ADDRESS WHERE FILING
Cancelof
WAS YOUR DEPENDENT IN DAYCARE/AFTER SCHOOL CARE?
PROVIDE DOCUMENTATION
DAYCARE/AFTER SCHOOL CARE DOCUMENT

FORM SHOULD INCLUDE BUSINESS EIN
Cancelof
IDENTITY THEFT PIN
INCLUDE ONLY IF YOU HAVE PIN

DEPENDENT INFORMATION
DEPENDENT FULL NAME

First NameLast Name
DATE OF BIRTH

MonthDayYear
DOB
SOCIAL SECURITY NUMBER
SSN
ATTACH COPY OF SSN

PICTURE/PHOTO OF SSN CARD
Cancelof
BIRTH CERTIFICATE

ATTACH COPY OF DEPENDENT BIRTH CERTIFICATE
Cancelof
RELATIONSHIP TO YOU
DEPENDENT RELATIONSHIP
MONTHS LIVED WITH TAXPAYER
ALL YEAR= 12
DO YOU HAVE DOCUMENTATION TO PROVE RESIDENCY FOR YOUR DEPENDENT?
REPORT CARD, DOCTOR RECORDS, MAIL TO ADDRESS WHERE FILING
PROOF OF DEPENDENT RESIDENCY

REPORT CARD, DOCTOR RECORDS, MAIL TO ADDRESS WHERE FILING
Cancelof
WAS YOUR DEPENDENT IN DAYCARE/AFTER SCHOOL CARE?
PROVIDE DOCUMENTATION
DAYCARE/AFTER SCHOOL CARE DOCUMENT

FORM SHOULD INCLUDE BUSINESS EIN
Cancelof
IDENTITY THEFT PIN
INCLUDE ONLY IF YOU HAVE PIN

SELF EMPLOYMENT BUSINESS INCOME & EXPENSE
TYPE OF BUSINESS
BUSINESS NAME
BUSINESS ADDRESS
BUSINESS EIN #
ACCOUNTING METHOD

CASHACCRUAL
DID YOU MATERIALLY PARTICIPATE IN THE BUSINESS?

YESNO
IS THIS YOUR FIRST 3 YEARS OF BUSINESS?

YESNO
INCOME
GROSS RECEIPTS OR SALES
TOTAL INCOME FROM BUSINESS
EXPENSES
INPUT EXPENSE AMOUNT
BUSINESS USE OF HOME
DID YOU USE ANY PART OF YOUR HOME REGULARLY AND EXCLUSIVELY FOR BUSINESS?

YESNO

ACKNOWLEDGEMENTS AND SIGNATURES
IF ELIGIBLE FOR REFUND, WOULD YOU LIKE TO RECEIVE YOUR REFUND VIA DIRECT DEPOSIT OR WOULD YOU LIKE FOR I TAX SERVICES TO PROVIDE YOU WITH A GREENDOT PRE-PAID CARD?

DIRECT DEPOSITPRE-PAID GREENDOT VISA/DEBIT CARD
DIRECT DEPOSIT INFORMATION/BANK INFORMATION
WHAT OTHER SERVICES ARE YOU INTERESTED IN?

CREDIT REPAIRBUYING A HOMESTART A BUSINESS
DECLARATION: By selecting "I consent" and submitting this form, I declare under penalty of law that all information provided is true, accurate, and complete to the best of my knowledge and belief. I affirm that I have carefully examined and supplied the information contained in this questionnaire, and I understand that this information will be used by I-Tax Services solely for tax preparation purposes. I accept full responsibility for its accuracy and understand that the tax preparer is not liable for any penalties or liabilities arising from inaccuracies or omissions. Furthermore, I acknowledge that willfully providing false information may result in fines, imprisonment, or both, under applicable law.*

I CONSENT
BY SIGNING BELOW, YOU ACKNOWLEDGE THAT YOU HAVE READ AND UNDERSTOOD YOUR RESPONSIBILITIES AND MY RESPONSIBILITIES IN DOING THIS TAX RETURN. YOU ALSO CONFIRM THAT ALL INFORMATION PROVIDED IS ACCURATE AND TRUE.
TAXPAYER SIGNATURE*

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