Client Tax Return Intake 2026

Client Tax Return Intake 2026

Please complete all sections and upload required documents to assist with your tax return preparation.
Tax Recipient Information

Enter the primary taxpayer's details and answer due diligence questions.
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Upload verifying documents (e.g., Drivers License or state ID, proof of address lease or utility bill)

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Residential Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Tax Payer Social Security Number
File Upload

Tax Payer Social Security Card
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Do you have an IP PIN? Enter here
Are all the details provided above accurate and complete to the best of your knowledge?
Have you previously filed a tax return with A DUB Tax Service?
Spouse Information

Complete if married or filing jointly. Upload required documents and answer due diligence questions.
Do you have a spouse to include on this tax return?
Spouse Full Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Email Address
example@example.com
Upload spouse's verifying documents (e.g., photo ID)

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Are all the spouse details above accurate and complete?
Dependents

List all dependents to claim. Upload supporting documents and answer due diligence questions.
Do you have any dependents to claim on this tax return?
Dependent Information
Upload dependent verification (e.g., birth certificate, and social security card or school records)

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Are all dependent details above accurate and complete?
Income Sources

List all income sources for 2024. Upload supporting documents and answer due diligence questions.
Select all sources of income you received in 2024:

Other
Upload income verification documents (e.g., W-2, 1099, pay stubs)

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Have you reported all sources of income for 2025?
Refund Advance & Banking Information

Provide your banking details for direct deposit and indicate your interest in a refund advance.
Would you like to apply for a refund advance (if eligible)?
Bank Name
Bank Routing Number
Bank Account Number
Type of Account
Upload proof of banking information (e.g., voided check, bank statement)

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Signature

Sign below to authorize filing of tax return.
Signature
Should be Empty:

Client Tax Return Intake 2026

Tax Recipient Information

Spouse Information

Dependents

Income Sources

Refund Advance & Banking Information

Signature