• CLIENT IN-TAKE FORM

    • Taxpayer Information 
    • Filing Status*
    • Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Did you reside in the same state for the entire year 2025?
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • ID or Drivers License*
    • Social Security Cards for you and your dependents (skip if you think we already have them on file)
    • Spouse Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Dependents 

    • Dependent 1

    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Did your dependent live with you more than 6 months (at least 183 nights) of the year?
    • Do you have, if IRS requested, written proof that you and your dependent addresses match on public record? (Such as school records, medical records, child care records, etc?)
    • Can any other person claim the dependent lived with them more than 6 months or 183 nights?
    • Is the dependent a citizen or national of the United States?
    • Did the dependent earn more than $4,200 in 2025? (Earnings are worked for and do not include Social Security or investments)
    • Check any and all financial assistance received by or for the dependent
    • Who paid more for the dependents support? (If the IRS requests, you must be able to prove you paid more for the dependents support than the total income received by the dependent)
    • You file as Single or Head of Household?
    • Does anyone in your house hold earn more money than you do?
    • Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Do you want to add another dependent?

    • Dependent 2

    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Did your dependent live with you more than 6 months (at least 183 nights) of the year?
    • Do you have, if IRS requested, written proof that you and your dependent addresses match on public record? (Such as school records, medical records, child care records, etc?)
    • Can any other person claim the dependent lived with them more than 6 months or 183 nights?
    • Is the dependent a citizen or national of the United States?
    • Did the dependent earn more than $4,200 in 2025? (Earnings are worked for and do not include Social Security or investments)
    • Check any and all financial assistance received by or for the dependent
    • Who paid more for the dependents support? (If the IRS requests, you must be able to prove you paid more for the dependents support than the total income received by the dependent)
    • You file as Single or Head of Household?
    • Does anyone in your house hold earn more money than you do?
    • Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Do you want to add another dependent?

    • Dependent 3

    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Did your dependent live with you more than 6 months (at least 183 nights) of the year?
    • Do you have, if IRS requested, written proof that you and your dependent addresses match on public record? (Such as school records, medical records, child care records, etc?)
    • Can any other person claim the dependent lived with them more than 6 months or 183 nights?
    • Is the dependent a citizen or national of the United States?
    • Did the dependent earn more than $4,200 in 2025? (Earnings are worked for and do not include Social Security or investments)
    • Check any and all financial assistance received by or for the dependent
    • Who paid more for the dependents support? (If the IRS requests, you must be able to prove you paid more for the dependents support than the total income received by the dependent)
    • You file as Single or Head of Household?
    • Does anyone in your house hold earn more money than you do?
    • Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Do you want to add another dependent?

    • Dependent 4

    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Did your dependent live with you more than 6 months (at least 183 nights) of the year?
    • Do you have, if IRS requested, written proof that you and your dependent addresses match on public record? (Such as school records, medical records, child care records, etc?)
    • Can any other person claim the dependent lived with them more than 6 months or 183 nights?
    • Is the dependent a citizen or national of the United States?
    • Did the dependent earn more than $4,200 in 2025? (Earnings are worked for and do not include Social Security or investments)
    • Check any and all financial assistance received by or for the dependent
    • Who paid more for the dependents support? (If the IRS requests, you must be able to prove you paid more for the dependents support than the total income received by the dependent)
    • You file as Single or Head of Household?
    • Does anyone in your house hold earn more money than you do?
    • Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Do you want to add another dependent?

    • Dependent 5

    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Did your dependent live with you more than 6 months (at least 183 nights) of the year?
    • Do you have, if IRS requested, written proof that you and your dependent addresses match on public record? (Such as school records, medical records, child care records, etc?)
    • Can any other person claim the dependent lived with them more than 6 months or 183 nights?
    • Is the dependent a citizen or national of the United States?
    • Did the dependent earn more than $4,200 in 2025? (Earnings are worked for and do not include Social Security or investments)
    • Check any and all financial assistance received by or for the dependent
    • Who paid more for the dependents support? (If the IRS requests, you must be able to prove you paid more for the dependents support than the total income received by the dependent)
    • You file as Single or Head of Household?
    • Does anyone in your house hold earn more money than you do?
    • Date
       - -
      2 digit month, 2 digit day, 4 digit year
    • Did you, your spouse, and your dependents have health insurance in 2025? If yes, who paid for it?
      Rows
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Are you currently renting?
    • How much is your monthly rent?
    • Do you own your home?
    • Did you sell any stock?
    • Did you take money from your 401K?
    • Do you have any foreign accounts?
    • Did you buy, sell, receive, or give away any cryptocurrency or other digital assets (like Bitcoin, Ethereum, NFTs) during 2025?
    • Do you have mortgage interest?
    • Did you receive a tax refund last year?
    • Are you a victim of identity theft?
    • Did you receive unemployment?
    • Upload Tax Documents (Last Paystub Required for Overtime Deduction) 
    • Browse Files
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    • Direct Deposit Information 
    • If a refund is issued, how would you like it disbursed?
    • Account Type
    • Would you like to Apply for a Tax Advance?
    • Advance Amount ----- (tax advances subject to bank approval)

    • EARN EXTRA MONEY?

      Earn $2 for every referral you provide, which you'll receive at your tax appointment! If your referral comes in and files with us, you’ll earn up to an additional $50 per filer. It’s our way of saying thank you for helping us grow!

      • Quantity Tax Service will pay for up to 10 referrals per client during the promotion period.
      • Referrals cannot already be clients of Quantity Tax Service.
      • If a referral is submitted by multiple individuals, the referral fee will be split equally among those who referred them.
    • REFER YOUR FRIENDS & FAMILY BELOW!
    • Did you receive a tax advance last year?
    • What is the best way to reach you for time-sensitive questions about your tax return?*
    • How did you hear about us?*
    • Acknowledgment & Signature 

    • I confirm that all information I entered here is accurate and true. I allow Quantity Tax Sevice to capture my sensitive data like personal id, government id, social security number (SSN), and other information. I have read the terms and conditions and privacy policy of Quantity Tax Service. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

    • Date Signed*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    • Submit 
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