Clone of 2025 : Tax Client Intake Form

  • 2026 Client In-Take Form

    All information is held strictest confidence. At no given point is information disclosed or shared without client’s written consent.

    Thank you for trusting us with your tax prep business. 

     

  • Today's Date*
     - -
  • Will a spouse be filing with you?*
  • Are you a US Citizen?*
  • Format: (000) 000-0000.
  • Has this person passed away before the filing of this return?*
  • Do you know your filing status?*
  • Format: (000) 000-0000.
  • Do you have dependents?*
  • Dependent 1 Gender
  • Dependent 1 Live with You for 12 Months?
  • Dependent 2 Gender
  • Dependent 2 Live with You for 12 Months?
  • Dependent 3 Gender
  • Dependent 3 Live with You for 12 Months?
  • Dependent 4 Gender
  • Dependent 4 Live with You for 12 Months?
  • Dependent 5 Gender
  • Dependent 5 Live with You for 12 Months?
  • Dependent 6 Gender
  • Dependent 6 Live with You for 12 Months?
  • If the IRS ever audits you, what documents can you provide them to prove dependents resided with you? (Click All That Apply)*

  • Does this apply to you?: (select one option below)

    If someone has custody of their child, but wants to release the right to claim the child's exemption to the non-custodial parent, this is perfectly legal. This is typcially done if you don't file a return OR if you reach an agreement with your child's noncustodial parent. Does this apply to you?

  • Does this apply to you?*
  • Did you pay for child care?*
  •  -

  • COVID-Legislation May Increase Your Refund

  • Click ALL that apply from April 1 - Dec. 31, 2020 ? You may be eligible for an increased refund for a Family Sick/Leave credit (whether you're W2 and/or Self-Employed).

  • We can use your Self Employment Income from last year or this year, whichever yields you the HIGHEST REFUND. What is yr exact SE from last year? It can delay your refund if the SE amount is not accurate. (Line 6 on your 1040)

  • You agree to login to your state Unemployment portal and download your 1099-G*

  • As a part of the the Coronavirus Relief Package 2020, the highest EIC amount will be applied to your taxes (last year vs. this year); HOWEVER, we will need the EXACT amount (it must match IRS data to avoid yr refund being held up).

  • The Lookback Rule allows us to elect to use your EIC from last year or this year, whichever yields you the HIGHEST REFUND. What is yr exact EIC from last year? It can delay your refund if the EIC amount is not accurate. (Line 27 on your 1040)

  • Click ALL that apply IF you're 17-24 y.o.
  • If applicable, Select WHY YOU DID NOT receive your 1st stimulus (or the correct amount).

  • What Type of Health Insurance did you have last year (or for the year you're filing this return)? - check all that apply for you/spouse/dependents:*

  • What Type of Health Insurance Did You Have for the second yr. you're filing? (check all that apply for you/spouse/dependents):
  • Were you legally blind as of December 31?*
  • Were you legally disabled as of December 31?*
  • Were you a Full Time Student for at least 5 month?*
  • Can you be claimed as a Dependent on another person's return?*
  • At any time during 2020 receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?*
  • Do you wish to contribute $3 to the Presidential Election CampaignFund? (This will not increase your tax liability.)?*
  • Was at least one of your parents alive at the end of last year?*
  • Did you receive support from others that covered more than half your expenses?*
  • Are you or have you EVER been banned from Claiming EIC, also called EIC Disallowed?*
  • Do you have any of the deductions? (check all that apply)*
  • Which forms of Income do you have? (check all that apply)*
  • Do you have any of the following adjustments? (check any that apply)

  • Read carefully...the below part is about your money.

  • Are you paying upfront for your tax prep fee or getting a bank product?*
  • The checking account info on the bottom of my 1040 will be Refund Advantage's bank account info if you're getting a Bank Product (where tax prep fee is deducted from my refund and/or you're applying for the Cash Advance).*

  • Do you want to apply for the Fast Cash Advance ($150 to $7,000). This is available Jan. 2nd to Feb. 28th.*

  • How do you want your refund disbursed to you (if applicable)?*



  • I acknowledge that my preparer will simply copy/paste the above account numbers into the tax software. I also acknowledge that the numbers I inputted above are correct.*

  • I acknowledge that IF the account info I input is NOT accurate, there's NO way to reverse funds if it lands in someone else's account. ONLY IF the account does not exist, will it be reversed back to Refund Advantage and you will be issued a Check.*

  • I acknowledge I will contact SBTPG directly to change my banking info (or any other questions about my disbursement) if needed. Save RA info in your phone contacts now (Live Chat text is 866-876-6648.*

  • Upload a File
    Cancelof
  • Upload a File
    Cancelof
  • Should be Empty: