Individual Tax Intake Checklist

  • Individual Tax Intake Checklist

  • Please complete all required fields below so we can gather the information needed before moving forward. Do not include any personal or sensitive information in this form. A secure link will be provided separately for uploading personal details and supporting documents.

  • Services Needed*
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Format: (000) 000-0000.
    • Filing Status*
    • Are you a full-time student?*
    • Did everybody on this return either have minimum essential coverage or qualified for an exemption for every month of the year?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Were any credits disallowed or reduced in a previous year?*
    • Spouse Information (If Applicable) 
    • Date of Birth
       - -
    • Format: (000) 000-0000.
    • Did you and the primary taxpayer share the same residence for the entire year?
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they your dependent?
    • Dependents (If Applicable) 
    • Rows
    • Rows
    • Tax Related Questions 
    • Have you filed your prior year tax return?*
    • Employment Status*
    • Are you contributing to 401k or other pre-tax account?
    • Does your dependents have tuition expenses?
    • Do you have any expenses for child care?*
    • Do you have your own home?*
    • Are you currently renting?*
    • Did you sell any stock?
    • Are you a victim of identity theft?*
    • Do you require an ITIN to file your tax return?
    • Income 
    • Do you have any W-2 wages and salaries to report?*
    • Have you received any interest or dividend revenue?*
    • Do you have any capital gains or losses to report?*
    • Do you have any business or self-employment income to report?*
    • At any time during 2025, did you receive, sell, exchange, give or otherwise dispose of a digital asset?*
    • Do you have any rental or royalty income to report?*
    • Do you have any other income to report?*
    • Deductions & Expenses 

    • Please fill out the information below with current year information only:

    • Rows
    • Other Information 
    • Have you made any estimated tax payments to the IRS for the current tax year?*
    • Are there any prior-year tax issues, carryovers or credits?*
    • Refund and payment preferences:*
    • Type of Account
    • Did you receive foreign income or pay foreign taxes?*
    • Did you have a virtual currency transaction?*
    • Acknowledgment & Signature 
      • I confirmed that all information I entered here is accurate and true.

      • I allow ABC Financial to capture my sensitive data like personal id, government id, and other information.

      • I have read the terms and conditions and privacy policy of ABC Financial.

      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
    • Date Signed
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    • Date Signed
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    • Should be Empty: