RETURNING INDIVIDUAL TAX INTAKE FORM

Weafers Tax Service - Returning Individual Tax Intake Form

For Existing Clients Personal Income Tax Preparation

853 Lane Allen Rd., Lexington, KY 40504 Main Line: 859-281-1040 I Text Line: 859-286-4540 | Fax: 866-884-6296 I Email: docs@weafertax.com
1. GENERAL INFORMATION
Todays Date

MonthDayYear
Date
Has any information changed since last year?

YesNo
2. Taxpayer Information
Full Legal Name
Date of Birth

MonthDayYear
Date
Social Security Number
Occupation
Address

Address

Street Address Line 2

CityState

Postal / Zip Code
ZIP
Mobile Phone
Email
example@example.com
3. Spouse Information
Full Legal Name
Date of Birth

MonthDayYear
Date
Social Security Number
Occupation
Address

Address

Street Address Line 2

CityState

Postal / Zip Code
ZIP
Mobile Phone
Email
example@example.com
4. Filing Status
Filing Status:

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
3. Dependent Information
Dependent #1
Name
Relationship
DOB
SSN
Dependent #2
Name
Relationship
DOB
SSN
Dependent #3
Name
Relationship
DOB
SSN
6. Direct Deposit Information
Bank Name
Routing Number
Account Number
Account Type:

CheckingSavings
⚠️ Please ensure accuracy. Weafers Tax Service is not responsible for delays due to incorrect bank information.
Additional Notes/Comments
File Uploads (Optional)
File Upload

Cancelof
9. Acknowledgement & Signature
I certify that the information provided above is accurate and complete to the best of my knowledge.
Client Signature and Date

Clear
Weafers Tax Service I Office (859) 281-1040 I Fax (866) 884-6296 I docs@WeaferTax.com
Should be Empty:

1. GENERAL INFORMATION

2. Taxpayer Information

3. Spouse Information

4. Filing Status

3. Dependent Information

6. Direct Deposit Information

File Uploads (Optional)

9. Acknowledgement & Signature