2026 Client Intake Form – Xpress Tax & Biz Solutions

2026 Client Intake Form – Xpress Tax & Biz Solutions
Personal Information
Client Full Name
Social Security Number
Date of Birth

MonthDayYear
Date
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Full Address

Street Address

Street Address Line 2

CityState

Zip Code
Were you referred?
Referral Name
Selfie Holding the ID

Upload a clear selfie holding your ID.
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Upload Government-Issued ID

Upload a clear photo of the FRONT of your ID. This helps us verify your identity and protect your information.
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Upload Government-Issued ID

Upload a clear photo of the BACK of your ID. This helps us verify your identity and protect your information.
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Upload Social Security Card

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Do you have an IRS Identity Protection PIN (IP PIN)?
Upload your IP PIN letter here

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Were you legally married as of 12/31/2025?
Did you live with your spouse during the last 6 months of the year?
Filing Status – Determined by Preparer (Internal Use Only)
Spouse Information
Full Legal Name
SSN (Social Security Number)
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Spouse ID Upload

Upload spouse's government-issued ID (front and back).
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Income Fields (Multiple)
Income Document Uploads (File Upload fields)

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Did you pay more than half of your household expenses in 2025?
Dependent Section
Is this a new dependent
Upload birth certificate

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Upload Social Security card

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Income Section
What type(s) of income did you receive in 2025?
Income Not Listed Above?
Please explain
Upload W-2s (for W-2 income)

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Upload 1099-G (for Unemployment income)

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Upload 1099-NEC (for Self-Employment income)

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Upload 1099-K (for 1099-K income)

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Upload SSA-1099 (for Social Security income)

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Upload 1099-R (for Retirement income)

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Upload 1098-T (for Education income)

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Upload Other Income Documents (optional)

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Optional: Business Details for Self-Employment
Business Name
Business structure
Business address
Business address (if different from home)
Did you have business expenses?
Did you use a vehicle for business?
Do you have a home office?
EIN
Type of Business
Approximate Income
Approximate Expenses
Did you get paid through Cash App/Zelle?
Upload expense summary or totals

Upload expense summary or totals (optional but recommended)
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Healthcare
Did you receive Marketplace/Obamacare insurance (1095-A) in 2025?
Upload 1095-A

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Tax Refund Advance
Do you want a tax refund advance?
Banking for Refund
Bank Name
Routing Number
Account Number
Name on Account
IRS Compliance Questions
Did you receive any IRS letters?
IRS Letter Upload

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Were you a victim of identity theft?
Do you owe child support, taxes, or student loans?
Did you receive gambling winnings?
Did you buy or sell cryptocurrency?
Did you receive any income not listed above?
Please provide details listed above.
Please agree to the following
Compliance Acknowledgment
Date

MonthDayYear
Date
Signature
Should be Empty:

2026 Client Intake Form – Xpress Tax & Biz Solutions

Filing Status – Determined by Preparer (Internal Use Only)