Nitra DaProfit Princess Tax Prep Intake Form

Nitra DaProfit Princess Tax Prep Intake Form

Please fill out this form to help us prepare your tax return accurately.
Client Type*
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Full Name*

First NameLast Name
Taxpayer Social Security Number*
Taxpayer IP PIN (if applicable)
Date of Birth*

MonthDayYear
Date
Current Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
ID and Social Security card

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Income Sources*

Wages, Salaries, and TipsInterest IncomeDividend IncomeBusiness IncomeCapital GainsRental IncomeRetirement IncomeUnemployment IncomeOther
Upload W-2 and 1099 Forms

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Credits*

Child Tax CreditEarned Income Tax CreditChild and Dependent Care CreditEducation CreditsEnergy CreditsOther
Last Year's Adjusted Gross Income (AGI)*
Dependents*

YesNo
Number of Dependents*
Dependent's Full Name*

First NameLast Name
Dependent's Social Security Number*
Dependent's Date of Birth*

MonthDayYear
Date
Dependent's Disability Status*

DisabledNot Disabled
Is Dependent a Minor?*

YesNo
Income for Non-Minor Dependents
Upload Dependents Soc Card and Proof of Living in the Home All Year (SNAP Benefits, etc.)

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Is Dependent Attending College?

YesNo
Upload College Attendance Proof (if applicable)

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Dependent's Income Status*

Has IncomeNo Income
Upload W-2 Forms

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Is Dependent a Non-Relative?*

YesNo
Adult, Disabled, or Non-Relative Dependents
Dependent's Disability Status*

DisabledNot Disabled
Dependent's Full Name*

First NameLast Name
Dependent's Date of Birth*

MonthDayYear
Date
Dependent's Social Security Number*
Is Non-Relative Disabled Dependent a Minor?*

YesNo
Is Non-Relative Disabled Dependent Attending College?*

YesNo
Non-Relative Disabled Dependent's Income Status*

Has IncomeNo Income
Non Relative and/or Disabled Soc Sec Card(s) and Proofs They've Been in the Home All Year

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Upload Other Documents

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Widower Proof Uploads
Upload Widower Proof Documents

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Deductions Proof Uploads

Please upload the necessary documents to support your deductions based on your selections above. Examples include receipts, statements, or relevant forms.
Deductions*

Itemized DeductionsStandard DeductionIRA ContributionsStudent Loan InterestHealth Savings Account (HSA)Self-Employment TaxOther
Instructions
Please upload receipts, statements, or relevant forms to support your deductions selected above. Ensure the documents are clear and legible.
Upload Deductions Proof

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Additional Information*
I agree that the information provided is accurate to the best of my knowledge.*
Signature*

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Nitra DaProfit Princess Tax Prep Intake Form

Adult, Disabled, or Non-Relative Dependents

Widower Proof Uploads

Deductions Proof Uploads