Tax Preparation Client Intake Form

  • Tax Preparation Client Intake Form

  • Filing Status
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Spouse Information 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Dependents 
    • Rows
    • Rows
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Does 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 sell any stock?
    • Did you take money from your 401?
    • Did you pay your vehicle tax?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Has the IRS issued you and Identity Protection Pin ( IP PIN)*
    • Expenses 

    • Please fill-up the information within the current year only.

    • Rows

    • Identity Verification Required

      Government -Issued ID is required
    • Driver's License Expiration Date*
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    • Driver's License Expiration Date
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    • Direct deposit/ Refund Deposit Information.Please provide your banking information below for direct deposit purposes. Information is encrypted and secure. 

    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow The Tax Doc to capture my sensitive data like personal id, government id, and other information.

      • I have read the terms and conditions and privacy policy of The Tax Doc.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
      • I authorize The Tax Doc to use banking information I have Provided for the purpose of processing my direct deposit.
    • Date Signed*
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    • Date Signed
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    •  
    • Should be Empty: