Allsprings Personal Tax Client Intake Form

Allsprings Smallbiz Solutions

Sunkanmi(SK) ...Your Tax Accountant
Tax Client Intake Form

508-798-9611
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.

If you have not already, please review our final tax checklist to ensure you have everything required.

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.
Are you a...

Returning tax clientNew tax client
New clients who we do not know personally are required to confirm ID, via government issued photo ID. Please have this available to submit
Do you have any of the following to report? Please select those that apply.*

Self-Employment / Business Income / Commission IncomeRental IncomeSale of StocksPurchase and Sale / Exchange of Crypto currenciesNone of the above
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*
Gender*

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

Spouse Information
Spouse Legal Name
Spouse Date of Birth

MonthDayYear
SSN
Current Email Address
example@example.com
Occupation
Child/Dependant Information
Do you have any children/dependants?*
How many children/dependants do you have to claim?*
Child/Dependent # 1*
Child/Dependant # 2*
Child/Dependant # 3*
Child/Dependant # 4*
Child/Dependant # 5*
Child/Dependant # 6*

Residency & Filing
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...*

Income
Tax Checklist - Income

Please ensure to gather to upload all income slips including but not limited to...
- All W2
- Social Security Income
- 1099 MISC, 1099 NEC
- Pensions – 1099R other pensions,
- Self-Employment / Business Activities - Worksheet required
- Self-Employment / Commission Activities - Worksheet required
- Rental Income - Worksheet required
- Partnership and S-corporations - Sch K Statement
- Others
Are you submitting any of the above mentioned income tax Documents?*

Deductions
Tax Checklist - Deductions

Please ensure to gather to upload all income slips including but not limited to...
- Childcare – with supporting caregiver information
- Adoption costs
- Tuition for 1098T and other proof of payments
- Interest on Student Loans
- Mortgage interest and Real Estate Taxes Paid.
- Medical Expenses
- Charitable contribution Letters
- Others
Are you submitting any of the above mentioned deduction receipts*

Banking Information for direct Deposit or Debit
Routing Number
Account Number
First name:*
Last name:*
Signature*

Clear
Date Signed*

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

Review
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