Bootcamp Clone of Personal Tax Client Intake Form

Personal Tax Client Intake Form
As a Personal Income Tax Client, we need to collect the following information from you in order to begin to prepare your income tax return. Please do not submit until you have everything received and ready.

If you have not already, please review our final tax checklist to ensure you have everything required. You may access this via the link sent to your email from Intuit Link.

Important: We require one form per person per tax year for whom we are preparing taxes. The taxpayer must submit their own information as there are places where they must digitally sign.
Are you the taxpayer?
Please have the taxpayer submit as there are places that they must digitally sign during this process.
Have you reviewed our final tax checklist to ensure you have everything you need to submit?
Are you a...

Returning tax clientNew tax client
New clients are required to confirm identity via government-issued photo ID.
Do you have any of the following to report? Please select those that apply.*

Self-Employment / Business IncomeSelf-Employment / Commission IncomeRental IncomeEmployment ExpensesMedical Expenses (more than 5 receipts)None of the aboveOther
Which tax year is this form for? We will require a form for each tax year you are submitting.*

Personal Information
Legal Name*
Date of Birth*

MonthDayYear
SSN*
Has your legal name changed within this tax year?
Please provide changes to your legal name.*

Contact Information
Current Physical Address*
Preferred Contact Phone Number*
Please enter a valid phone number.
Current Email Address*
example@example.com

Spouse/Partner Information
What is your current marital status?*
Spouse/Partner Legal Name*
Spouse/Partner Date of Birth*

MonthDayYear
Spouse/Partner SSN*
Has your marital status changed during the tax year?*
What did your marital status change to?*
What is the effective date of this change?*

MonthDayYear
Date
Spouse/Partner Legal Name*
Spouse/Partner Date of Birth*

MonthDayYear
Spouse/Partner SSN*
Child/Dependant Information
Do you have any children/dependants?*
How many children/dependants do you have to claim?*
Child/Dependant # 1*
Child/Dependant # 2*
Child/Dependant # 3*
Child/Dependant # 4*
Child/Dependant # 5*
Child/Dependant # 6*

Residency & Filing
United States Citizen?*
Residency Status*
Did you sell a home during the tax year(s) we are preparing for you?*
Was this home your primary residence for the full time you owned it?*
Did you rent any part of the home out during any of the years you owned it.*
Details of property sold...*
Did you own Foreign Property (real property, investments) of more than $100k USD in value?*

Commission Employees Only - Also Complete Property Taxes and Home Insurance Below
Property Taxes
Home Insurance
Do you have any motor vehicle expenses to deduct? You must keep all receipts and mileage log for 6 years for IRS.*
Motor Vehicle Expenses...
Is vehicle financed or leased?*
If Financed...*
If Leased...*
Real Estate Activities
Do you have more than 1 rental property?*
How many rental properties do you own?*
Rental Property # 1...
Rental Property # 2...
Home Office Expenses...
Self-Employed Activities

You are required to keep all supporting documents in case of a IRS review.
Business Details
Income and Earnings (Less GST/HST if you are HST registered)
Cost of Goods Sold...
Expenses
Other expenses that do not fit in any of the above categories (Specify description and amounts below) - NOTE: Any individual items over $200 must be itemized in the Fixed Asset chart
Fixed Assets acquired and disposed of. (All depreciable property over $200 in value including business furniture, office equipment etc.)
Home Office Expenses...
Motor Vehicle Expenses...
Is vehicle financed or leased?
If Financed...*
If Leased...*

Document Uploads

Scan ALL your tax receipts, documents & receipts and then upload them below. Multiple files can be uploaded at once. You may take photos to upload, however you will need to ensure the photo is clear for viewing.
Are you providing us with your banking information for the IRS to deposit any refunds? If so, please upload a picture of a void check.*
Document Upload - Please upload ALL tax documents using the window below.

Cancelof
Do you see all documents you uploaded in a list below the Browse Files window above? If not, please wait a moment or upload again.*
Do you have any additional notes or comments regarding your income taxes for us?*
Do you want your return processed with priority speed (3 business days) for $25 per return? Otherwise your return will be prepared within a 1-week turnaround time. *
Do you want IRS audit protection added to your return? IRS audit protection is $25 per single return/$40 per coupled return. If you select the IRS audit protection option, we will take care of any pre/post assessment reviews, handle your basic IRS inquiries, access/reprint your Notice of Assessment from IRS website and adjust your return to include missing slips. *
I declare that all information provided in this submission is complete and accurate. I also declare that I have supporting documents and receipts as required by the IRS and that it is MY responsibility to keep these documents in case of an IRS review for a minimum of 6 years from the date of this filing. I understand that SGodard Tax & Notary Services LLC is completing my return based on the information provided by myself. Providing we have your authorization on file to interact with the IRS, we will check for any missing tax slips that may be on file with IRS at the time. There will be a $5.00 fee per slip that we find. To avoid any additional charges, you may access the information yourself through the IRS My Account Tax Transcripts prior to submitting your documents to us. *
Signature*

Clear
Date*

MonthDayYear
Date

Authorizing a representative

When you authorize a representative, you are letting that person represent you for income tax matters at the level of authorization you specify, for the tax year or years you indicate. Income tax matters include issues related to information on your tax return. Example: You may wish us to speak to your spouse / partner or parent / child in your absence.
Do you wish for us to provide tax information such as your refund / balance owing amounts to another person? Example, you may wish for us to speak to your spouse / partner or your parent / child in the event that you are not available.*
Do you wish for us to provide tax information such as your refund / balance owing amounts to another person? Example, you may wish for us to speak to your spouse / partner or your parent / child in the event that you are not available. If you have already authorized someone via this form, you are not required to submit for the same person again.*
Have you previously authorized us to provide tax information such as your refund / balance owing amounts to another person whom you want the authorization revoked for?*
Please provide the name of the person for whom you wish to revoke authorization.
You agree that we may disclose information to your representative such as:

•       provide information, tax slips and receipts for your Form 1040 Income Tax Return;

•       information given on your Form 1040 Income Tax Return;

•       adjustments to your Form 1040 Income Tax Return;

•       information about your registered retirement savings plan, Home Buyers' Plan, tax-free savings account and Lifelong Learning Plan;

•       your accounting information, including balances, payment on filing, and installments or transfers;

•       information about your IRS account benefits and credits; and

•       your marital status (but not information related to your spouse)

•       adjustments to – income; – deductions; – non-refundable tax credits; and

•       change of address;

•       direct deposit information

Your representative may NOT

·        change your marital status

·        Access any information on your file from the moment we find out there is a divorce or separation that has occurred

Your responsibilities

It is your responsibility to monitor and understand the transactions your representative completes on your behalf, and to make sure that the information for your representative is current. It is your responsibility to let us know immediately should your marital situation change to separated or divorced, or should you decide to retract the authorization.
Full name of the person you allow us to speak to*

First NameLast Name
Relationship to this person*
Signature*

Clear
Date Signed*

MonthDayYear

Firm Authorization

Do you authorize SGodard Tax & Notary Services LLC to legally represent you. This includes filing your tax return and communicating to IRS on your behalf?
Auth Rep.*
Authorization request – signature page

Representative information
Firm BN:
Firm name:

Taxpayer information
Social Security Number: {ssn}
Legal name: {legalName}

Authorization information
Level of authorization:
Level 2 - Allow the IRS to disclose information to your representative and make changes to your account.
Expiry date: Does not expire

Certification
By signing and dating this page, you authorize the Internal Revenue Services to interact with the representative mentioned above.

Telephone number: {phoneNumber}
Date*

MonthDayYear
Signature*

Clear

Business Consent Authorization
You did not select that you had self-employment income to claim. Please continue.
Do you have an EIN that you wish for us to prepare and file your taxes for?*
Business Consent Authorization request - signature page

x Enable printing and EFILE of this authorization request

Select "EFILE the Business Consent" under the "EFILE" menu to file this authorization.

Instructions:

1. Print this page and have it signed and dated by the authorized person of the business.

2. Retain a copy of the signed and dated authorization request in your files for six years from the date that this information is transmitted to the Internal Revenue Services (IRS). Do not send the authorization request to IRS by mail or fax unless requested to do so.

I authorize the representative mentioned below:

Individual Representative ID:

X Organization Firm BN:

Group Group ID:

Representative phone number: 1 (614) 405-4496

To represent the following business:
Business name:*
Business number:*

First name:*
Last name:*
Signature*

Clear
Date Signed*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.

Review
Should be Empty:

Program Identifier	Reference Number

Personal Tax Client Intake Form

Personal Information

Contact Information

Spouse/Partner Information

Child/Dependant Information

Residency & Filing

Real Estate Activities

Self-Employed Activities

Document Uploads

Authorizing a representative

Firm Authorization

Business Consent Authorization

Review