2026 Tax Preparation Intake Form
Type of client
*
New
Existing
Existing client but details need updating
Name
*
First Name
Middle Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
SSN
*
Has your name/address changed since your last return?
*
Yes
No
Sex
*
Male
Female
Address
*
Street Address
Street Address Line 2
City/Suburb
State
Postcode
Email
*
example@example.com
Work Status
Please Select
Full-time
Part-time
Casual
Contract
Labour-hire
Occupation/Job Title
Are you self-employed/sub-contractor
Yes
No
Banking Information
Routing
Account Number
Name as it appears on the Account
Upload Voided Check or Bank Letter
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Spouse
Yes
No
Spouse Name
Spouse D.O.B.
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Spouse's Taxable Income ($)
Dependents
Yes
No
Names, DOB and SSN.'s of all Dependent Children
Rows
Name
DOB
SSN
Child 1
Child 2
Child 3
Child 4
Child 5
Social Security Card (proof of SSN) Proof of Residency,
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How many jobs did you work in? (You need to obtain W-2)
1
2
3
4
more than 5
Upload your W-2 here:
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Do you have a business?
Yes
No
Employer Identification Number (EIN) with the business information there. Business Expenses and Business Income
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Signature
*
Continue
Continue
Should be Empty: