2025 TAX COLLAB INTAKE

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Consent and Agreement by submitting this application, I acknowledge and agree to provide my personal information, including but not limited to my full name, date of birth, social security number, current address, banking information, and any other necessary details. I understand that this information is required for verification purposes, accurate tax return preparation, and to ensure the timely processing of any refunds, credits, or payments I may be eligible to receive. I confirm that all the information provided is accurate and up-to-date. I further consent to the use of this information solely for the purposes outlined above and acknowledge that it will be handled with the utmost confidentiality and in compliance with applicable laws. By checking “I agree” and signing below, I confirm my understanding and consent.
I AGREE
Signature

Client Questionnaire

Hello! Thank you for choosing TheTaxCollab. Below is a questionnaire to help us gather information to complete your tax return this year. Please answer each question as accurate as possible. If you have any questions feel free to send us a message! If you have not received all your tax documents for this tax year you can fill out the form but do not submit until you have uploaded each document. We look forward to working with you this Tax Season, and we can't wait to get you your best refund!
Would you like to apply for a cash advance up to 7k?
Who is your preparer?
Are you a returning client?
Name

First NameMiddle NameLast Name
Social Security Number
Confirm Social Security Number
DOB

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

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Driver's License / State ID Number:
Issue Date of License or State ID:

MonthDayYear
Date
Expiration Date of License or State ID:

MonthDayYear
Date
State Where License or State ID was Issued:
Please upload Driver's License/State ID

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Marital Status at the END of the Tax Year
Spouse (if applicable)

First NameMiddle NameLast Name
Spouse SSN (if applicable)
Confirm Spouse SSN (if applicable)
Spouse DOB (if applicable)

MonthDayYear
Date
Spouse Email (if applicable)
example@example.com
Spouse Phone Number (if applicable)
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Occupation (if applicable)
Spouse Driver's License / State ID Number:
Issue Date of Spouse Driver's License / State ID

MonthDayYear
Date
Expiration Date of Spouse Driver's License / State ID

MonthDayYear
Date
State Where License or State ID was Issued:
Please upload Social Security Cards for ALL household members.

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Do you have any dependents you plan on claiming on your tax return this year?
Dependent #1 Name (if applicable)

First NameMiddle NameLast Name
Dependent #1 SSN (if applicable)
Dependent #1 DOB (if applicable)

MonthDayYear
Date
Relationship to you
Dependent #2 Name (if applicable)

First NameLast Name
Dependent #2 SSN (if applicable)
Dependent #2 DOB (if applicable)

MonthDayYear
Date
Relationship to you
Dependent #3 Name (if applicable)

First NameMiddle NameLast Name
Dependent #3 SSN (if applicable)
Dependent #3 DOB (if applicable)

MonthDayYear
Date
Relationship to you
Can anyone else claim you as a dependent on their tax return this year?
Did you have health insurance outside of your employer provided health insurance?
Did you work a full-time or part-time job and receive a W-2?
Please upload all W2 forms for this tax year

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Did you do any freelance work or have a side gig like UBER, Amazon, IBO, etc?
Please upload all 1099s (1099 NEC, 1099K, or 1099 MISC) forms for this tax year

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Did you receive any unemployment income this year?
Please upload all 1099G forms for this tax year

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Did you make payments to a student loan provider this year?
Please upload all 1098E forms for this tax year

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Did you receive or transfer money from your retirement account?
Please upload all 1099R forms for this tax year

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Do you confirm that you have uploaded ALL NECESSARY TAX DOCUMENTS to the best of your knowledge?
Please upload ANY and ALL additional forms you may have for this tax year

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Name of Financial Institution
Routing Number
Name
Account Number
Type of account
Should be Empty: