ARJE | Tax Prep Client Intake

Tax Preparation Client Intake Form

ARJE BOOKKEEPING and TAX SERVICES
Who is your preparer?*
Today's Date*

MonthDayYear
NewReturning
Document Upload Instructions
Please upload files directly from your device (phone or computer).
Do NOT choose Google Drive when uploading files.
If prompted to request access, cancel and select Browse Files instead.
Upload Prior Year Tax Return

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W-21099-NEC1099-INT / 1099-DIVSchedule C incomeSchedule C expensesPrior-year returnIDOther
How did you hear about us?*
Give them a shoutout.

First NameLast Name
WELCOME TO ARJE BOOKEEPING and TAX SERVICES

So happy you're trusting us to do your taxes!
202520242023Other
SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
Not sure your filing status? Choose your best guess. Your preparer will confirm.
Will this be your first time filing taxes?*
- In order to file Head of Household, the IRS requires that you have a qualifying person and that you paid more than half the cost of keeping up your home for the year.
- YesNoNot sure
- YesNoNot sure
- 3) Who is the qualifying person that allows you to file Head of Household?*
  A qualifying person is someone who allows you to file Head of Household. This is usually your child who lived with you most of the year, or a parent you supported, even if they did not live with you.
- Please explain.
- YesNoNot sure
- YesNoNot sure
- 4) Name(s) of qualified person(s).
- 5) SSN of qualified person(s).
  If this person will be listed in the Dependent section, you do not need to enter their SSN here.
- The IRS does not require HOH documents to be submitted with your tax return. However, if needed, your preparer may request documents to support Head of Household eligibility before filing.
- Primary's Name*
  
  First NameMiddle NameLast NameSuffix
- Occupation*
- Date of Birth*
  
  MonthDayYear
  Date
- Signed Form 8879 (E-File Authorization)
  
  Print, sign with pen, and upload a photo or scan. Your return cannot be e-filed without this signed form. We will send you Form 8879 after preparing your return.
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- Upload Photo of You Holding Your Government ID*
  
  Take a photo of yourself holding your driver's license or passport next to your face. This verifies your identity.
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- SSN*
- SSN
  
  Please upload a clear photo of your Social Security Card.
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- Phone Number*
  Please enter a valid phone number.
- Preferred Email*
  example@example.com
- Address*
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- In what county do you live?*
  This is a question sometimes asked to complete a tax return.
- In what school district do you live?*
  This is a question sometimes asked to complete a tax return.
- YesNo
- Please list states lived, starting with your current state.
- ID*
  
  Please upload a clear photo of your unexpired state- or federal-issued identification card.
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- YesNo
- YesNo
- YesNo
- YesNo
- If known, please briefly explain why you've been denied the Earned Income Tax Credit.
- YesNo
- Name*
  
  First NameMiddle NameLast NameSuffix
- Occupation
- Date of Birth
  
  MonthDayYear
  Date
- SSN*
- SSN
  
  Please upload a clear photo of your Social Security Card.
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- Phone Number
  Please enter a valid phone number.
- Email
  example@example.com
- Address (skip if same as primary's address)
  
  Street Address
  
  Street Address Line 2
  
  CityState
  
  Zip Code
- In what county does your spouse live?
  This is a question sometimes asked to complete a tax return.
- In what school district do you live?
  This is a question sometimes asked to complete a tax return.
- YesNo
- Please list states lived, starting with your current state.
- YesNo
- YesNo
- YesNo
- YesNo
- Dependent Full Name*
- Dependent Social Security Number (SSN)*
  Required for claiming dependent
- Dependent Date of Birth*
  
  MonthDayYear
- SSN
  
  Multiple files can be uploaded here. Please upload the ENTIRE Social Security Card(s). Please take CLEAR pictures.
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- Heads up: A birth certificate may be requested if additional proof of relationship is needed. Your preparer will let you know if this is required, as it is not the case for every dependent.
- YesNo
- YesNo
- W-21099-MISC/NECInterest IncomeUnemployment (1099G)1099-DIVSelf EmploymentRetirement (1099-R)Other
- W-2
  
  Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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- 1099
  
  Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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- Other
  
  Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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- Mileage
  
  Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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- As being self-employed, how much did you earn this tax year?
- I understand that income must be reported even if not received on a 1099.I certify expenses claimed are ordinary, necessary, and supported by records.
- Charitable Contributions (such as tithes and Goodwill)Home Mortgage InsuranceHome Mortgage InterestReal Estate TaxesMedical ExpensesOtherOther
- Itemized Deductions
  
  Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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- YesNo
- Cancelled Debt
  
  Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.
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- YesNo
- Daycare Statement
  
  Please upload the form(s) provided by your daycare provider.
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- YesNo
- Federal IP PinState IP Pin
- YesNoI don't know what that is.
- Form 1095A
  
  If you have not received your form 1095A form, please go to healthcare.gov to retrieve the form. Your taxes cannot be submitted to the IRS without this form if you had Marketplace Insurance for any duration in the tax year.
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- YesNo
- IRS LETTERS
  
  Please upload the ENTIRE page(s) of your IRS letter, if you have received any.
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- YesNo
- 1098
  
  Multiple files can be uploaded here. Please upload the ENTIRE pages showing full form(s). Please take CLEAR pictures.
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- YesNo
- Additional Notes for Your Preparer:
- Direct Deposit (your own account)Not Expecting a Refund
- Bank Institution
- Routing Number
- Account Number
- YesNo
- Do you or your spouse owe any debts that will offset your refund (meaning the debtor will collect the debt from your refund) such as IRS, Restitution, Student Loans, or Child Support?
- Please Explain
- Important: Some refunds can be reduced due to prior debts.
- Taxpayer Signature*
  
  Powered by Jotform SignClear
- Date Signed
  
  MonthDayYear
  Date
- Spouse Signature
  
  Powered by Jotform SignClear
- Date Signed
  
  MonthDayYear
  Date
- Internal Status – Engagement & Payment
- Internal Status (Do Not Edit)
- I confirm that all information provided is true and accurate. I authorize ARJE Bookkeeping & Tax Services to prepare my tax return and submit it to the IRS on my behalf. I understand that I will need to sign Form 8879 before my return can be filed.
- Should be Empty:

Tax Preparation Client Intake Form

WELCOME TO ARJE BOOKEEPING and TAX SERVICES