KM TAX – Individual & Schedule C Tax Intake Form
TAX YEAR 2025‼️‼️‼️‼️‼️‼️PLEASE ALLOW 3-7 BUSINESS DAYS
Who referred you/What tax preparer are you working with?
*
Type N/A if it applies
Complete this form and upload all documents. A KM Tax team member will contact you once everything is reviewed.
Name
*
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Phone Carrier/Provider
*
Email
*
example@example.com
Type a question
*
Single
Head of Household
Married Filing Joint
Married Filing Separate
Qualifying Widower
Upload Your ID
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload Your SS Card
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload Spouse/Dependents Documents
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload Proof of Address for Dependents
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Select all income types you received this year: 2025
*
W-2
1099-NEC (Self-employment)
1099-K (CashApp / PayPal / Stripe)
1099-G (Unemployment)
1099-R (Retirement)
1099-R (Retirement)
1099-INT (Interest)
1099-DIV (Dividends)
Brokerage statements (Robinhood, Webull, etc.)
Crypto gains/loss statements
Rental income
Cash income
Last year’s tax return
Other income (explain below)Other income (explain below)
If you selected "Other income", please explain:
Upload all income documents (W-2s, 1099s, statements, etc.)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Do you have dependents?
*
Yes
No
Dependents
*
Upload Childcare Exspenses
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Childcare Provider Name:
Childcare Provider Address:
Childcare Provider EIN/SSN:
Upload 1098-T (college tuition), if applicable
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Are you self-employed or do you have a small business?
*
Yes
No
Business name
Business EIN (if any)
Type of work you do?
Upload 1099-NEC / 1099-K / business income statements
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Select the types of business expenses you had:
Supplies
Materials
Mileage
Gas
Car repairs
Oil changes
Car insurance
Parking / tolls
Phone bill (business %)
Internet (business %)
Meals
Travel
Uniforms
Marketing / advertising
Software / subscriptions
Equipment
Contractors you paid
Other expenses (explain below)
Describe any other expenses or details we should know about your business.
Upload receipts or proof of expenses (optional)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload 1095-A/1098-T/1098-E/1098 Mortgage Interest/Property Tax Bill
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Upload any IRS or state tax letters
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Bank name
Routing number
Account number
Account type
Checking
Savings
Is there anything else you want us to know about your taxes or situation?
Upload any additional documents you would like us to review
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Signature
*
Signature
DO YOU OWE THE IRS?
Please Select
Yes
No
Continue
Continue
Should be Empty: