KM TAX – Individual & Schedule C Tax Intake Form
Who referred you/What tax preparer are you working with?
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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
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First Name
Last Name
Date of Birth
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Month
-
Day
Year
Date
Social Security Number
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Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
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Please enter a valid phone number.
Phone Carrier/Provider
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Email
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example@example.com
Type a question
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Single
Head of Household
Married Filing Joint
Married Filing Separate
Qualifying Widower
Upload Your ID
*
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Upload Your SS Card
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Upload Spouse/Dependents Documents
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Upload Proof of Address for Dependents
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Select all income types you received this year:
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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.)
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Do you have dependents?
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Yes
No
Dependents
Upload Childcare Exspenses
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Childcare Provider Name:
Childcare Provider Address:
Childcare Provider EIN/SSN:
Upload 1098-T (college tuition), if applicable
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Are you self-employed or do you have a small business?
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Yes
No
Business name
Type of work you do?
Business EIN (if any)
Upload 1099-NEC / 1099-K / business income statements
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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)
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Upload 1095-A/1098-T/1098-E/1098 Mortgage Interest/Property Tax Bill
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Upload any IRS or state tax letters
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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
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Submit
Should be Empty: