Tax Preparation Intake Form |
Please enter your information as accurately as possible. Please upload your required documents that are needed to process your 2024 tax return.
Were you referred by someone? Name
First, Middle
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Are you a victim of identity theft?
Please Select
Yes
No
If your answer is yes, the IRS, would have provided you with an IP Pin, please enter it in the box below. (It is a 6 digit number)
Do owe you the IRS? Child Support? Back taxes?
Please Select
Yes
No
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Filing status?
Please Select
Single
Married filing jointly
Married filing separately
Head of household
Qualifying widow or dependent
If you are claiming head of household, what document will you be providing for verification?
Please Select
Rental agreement
Rent receipts
Mortgage interest statements
Property tax payments
Enter full SSN
*
Enter Date of Birth
*
Please indicate if you have a drivers license or state ID
Please Select
Driver’s License
State ID
Enter DL / State ID Number
*
Enter the issuing state of DL / state ID
*
Enter DL / State ID issued date
*
Enter DL / State ID expiration date
*
Please state your occupation
*
Upload ID
*
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Upload social security card
*
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Spouse information
*if applicable*
Please enter spouse name
First Name
Last Name
Spouse date of birth
Spouse social security number
Please indicate if spouse has a driver's license or state ID.
Please Select
Driver’s license
State ID
Please enter the issuing state
Please enter spouse drivers license/ state ID number
Please enter the issuing date of spouse drivers license/ ID number
Please enter expiration date of spouse drivers license/ ID number
Please enter spouse occupation
Upload spouse SSC
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Please enter dependent information
*if applicable*
Dependent #1
First Name
Last Name
Dependent #1 SSN
Dependent #1 date of birth
Relation to dependent
Please Select
Child
Step child
Grandchild
Foster child
Other
Upload Dependent #1 social security card
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Please upload proof of residency for dependent. For example: a school report card, doctor letter, or lease with child's name on it.
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Dependent #2
First Name
Last Name
Dependent #2 SSN
Dependent #2 date of birth
Relation to dependent
Please Select
Child
Step child
Grandchild
Foster child
Other
Dependent #2 social security card
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Please upload proof of residency for dependent. For example: a school report card, doctor letter, or lease with child's name on it.
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Dependent #3
First Name
Last Name
Dependent #3 SSN
Dependent #3 date of birth
Relation to dependent
Please Select
Child
Step child
Grandchild
Foster child
Other
Dependent #3 social security card
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Please upload proof of residency for dependent. For example: a school report card, doctor letter, or lease with child's name on it.
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Explain living situation, if needed.
Upload w2 #1
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Upload w2 #2
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Upload w2 #3
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Additional documents
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of
Additional documents
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Additional documents
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Additional documents
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Did you have a business in 2023, includes 1099. For example, hair stylist, baby sitting, uber, lyft, door dashing & etc.
If so, please indicate the name and nature of your business
How much income did you generate from your business?
Expenses:
Expenses:
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Do you need assistance with reconstructing your business expenses?
Please Select
Yes (maximum refund)
No
Maybe
If your address is different then the one thats on your government ID or drivers license, please indicate the reason why below.
Are all of the children being claimed related to the taxpayer by birth or bloodline? If no, please identify which child is not related to you.
Please indicate why you are claiming this child that is not related to you. What are the circumstances that you have supported this child for at least 6 months of 2021. Please outline the support you have provided to the child.
How do you want your refund?
Please Select
Direct deposit
Check by mail
Direct deposit
*if applicable*
Route number
Account number
Today’s date
-
Month
-
Day
Year
Date
Signature
By clicking the submit button, I agree to terms & conditions.*I acknowledge that all information provided to SHE TAX is true and accurate to the best of my knowledge. I understand I am required to have any supporting documentation to validate the information provided. 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 SHE TAX the preparer of any error because of incorrect information provided by me.
*
I agree
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