Newest Client Tax Intake Form 2025

Client Tax Intake Form 2025
Filing Status*

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
- Social Security Number *
- Name*
  
  First NameLast Name
- Date of Birth*
  
  MonthDayYear
  Date
- Phone Number
  Please enter a valid phone number.
- Email*
  example@example.com
- Address*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Occupation*
- Are you a full-time student?*
  
  YesNo
- Are you totally and permanently disabled?*
  
  YesNo
- Are you legally blind?*
  
  YesNo
- Name
  
  First NameLast Name
- Age
- Date of Birth
  
  MonthDayYear
  Date
- Phone Number
  Please enter a valid phone number.
- Email
  example@example.com
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Occupation
- Are they a full-time student?
  
  YesNo
- Are they totally and permanently disabled?
  
  YesNo
- Are they legally blind?
  
  YesNo
- Are they your dependent?
  
  YesNo
- Dependent #1
- Name
  
  First NameLast Name
- Social Security Number
- Date of Birth
  
  MonthDayYear
  Date
- Relationship
- Dependent #2
- Name
  
  First NameLast Name
- Social Security Number
- Date of Birth
  
  MonthDayYear
  Date
- Relationship
- Dependent #3
- Name
  
  First NameLast Name
- Social Security Number
- Date of Birth
  
  MonthDayYear
  Date
- Relationship
- Dependent #4
- Name
  
  First NameLast Name
- Social Security Number
- Date of Birth
  
  MonthDayYear
  Date
- Relationship
- Did you adopt a child in 2025?*
  
  YesNo
- Did you make charitable donations? if yes list amounts*
  
  YesNo
- Real Estate/Mortgage interest or real estate taxes in 2025? If Yes upload form*
  
  YesNo
- Upload 1098T
  
  Cancelof
- Did you pay someone to watch your children?*
  
  YesNo
- Did you collect social security or retirement income?*
  
  YesNo
- Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?*
  
  YesNo
- If yes, did you receive a 1095-A Form from the Marketplace?*
  
  YesNo
- Were you ever disallowed the E.I.T.C prior to this year?*
  
  YesNo
- Did you take money from your 401K?*
  
  YesNo
- Did you make a college tuition payment and received a 1098-T Form?*
  
  YesNo
- Did you purchase a vehicle in 2025? If Yes:*
  
  Yes date purchased and amount of interest:Check if assembled in the USNo
- Were you or your spouse age 65 or older during 2025?*
  
  YesNo
- Did you pay any of the following in 2025? state income taxes, property taxes, personal property taxes, personal property/local taxes*
  
  YesNo
- Property or Local Tax Forms
  
  Cancelof
- Are you delinquent in any of the following?*
  
  Child SupportAlimonyStudent LoansBack TaxesState TaxesNone of the above
- Do you have any other income other than your W2?*
  
  YesNo
- Did you file 2023 taxes?*
  
  YesNo
- Did you successfully receive your federal tax last year?*
  
  YesNo
- Are you interested in a cash advance?*
  
  YesNo
- Bank Name*
- Routing Number*
- Account Number*
- Valid Photo Identification*
  
  Cancelof
- Taxpayer Social Security Card*
  
  Cancelof
- Dependent Social Security Card
  
  Cancelof
- Dependent Social Security Card
  
  Cancelof
- Dependent Social Security Card
  
  Cancelof
- Dependent Social Security Card
  
  Cancelof
- W2(s)
  
  Cancelof
- 1099(s)
  
  Cancelof
- Please upload your most recent check stub for 2025. This helps verify: Tips, Overtime hours, overtime pay, Fed/State withholding, and Employer info. (Required for accurate refund calculation and eligibility under the new OBBBA Rules)
  
  Cancelof
- Appointment
- I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Rubyz Journey Tax Services to prepare my taxes based on the information I provided. I understand that I am financially responsible for any outstanding balance due to any false information given. If you opt out of providing personal information via form you do have the option of uploading to tax software app. Taxestogo
  
  Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. For any direct questions email us at rubyzjourney@gmail.com or the IRS for all updates at 800-829-1040.
- Date Signed
  
  MonthDayYear
  Date
- Taxpayer Signature
  
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- Date Signed
  
  MonthDayYear
  Date
- Spouse Signature
  
  Powered by Jotform SignClear
- Should be Empty:

Client Tax Intake Form 2025

Dependent #1

Dependent #2

Dependent #3

Dependent #4