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Blueprint Professional Services Client Intake & Document Upload Portal
PLEASE READ CAREFULLY

Thank you for choosing Blueprint Professional Services. Please complete this intake form as accurately as possible and upload all requested documents before submitting. Depending on the service you select, additional questions and document upload requests may appear. Providing complete and accurate information helps us review your file more efficiently and reduces delays in processing your request.
Have you worked with Blueprint Professional Services before?
Which tax year are we preparing or reviewing? *
What service are you requesting today?
Please select the service you need. Additional questions will appear based on your selection.
How did you hear about Blueprint Professional Services?
Please enter the full name of the person who referred you.
Are you applying for a FAST CASH ADVANCE (additional fees apply for advance)
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Identity Verification

Please upload a clear, legible copy of one of the following:
- Driver's License
- State-Issued Identification Card
- U.S. Passport
Upload a Government-Issued Photo ID (Driver's License, State ID, or Passport)

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Did the IRS issue you an Identity Protection PIN (IP PIN) for the selected tax year?
Please enter your 6-digit IRS Identity Protection PIN (IP PIN).
Did your spouse receive an IRS Identity Protection PIN (IP PIN) for the selected tax year?
Please enter your spouse's 6-digit IRS Identity Protection PIN (IP PIN).
Did any dependent you are claiming receive an IRS Identity Protection PIN (IP PIN) for the selected tax year?
Please enter your dependent's 6-digit IRS Identity Protection PIN (IP PIN)
Current Mailing Address

Street Address

Street Address Line 2

CityState / Province

Zip Code
Has your mailing address changed since your last tax return was filed?
Primary Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Secondary Phone Number (Optional)
Please enter a valid phone number.Format: (000) 000-0000.
Primary Email Address
example@example.com
Confirm Email Address
example@example.com
Preferred Method of Communication
What is your expected filing status for this tax return?
SPOUSE INFORMATION
Spouse Full Legal Name

First NameLast Name
Spouse Social Security Number (SSN)
Spouse Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Occupation
Head of Household Qualification

To qualify for Head of Household filing status, you generally must meet all of the following requirements:
- You were unmarried or considered unmarried on the last day of the tax year.
- You paid more than half of the cost of maintaining your home during the year (such as rent, mortgage, utilities, property taxes, insurance, groceries, and other household expenses).
- A qualifying child or other qualifying dependent lived with you for more than half of the year (exceptions may apply for certain parents).
Please note: Choosing Head of Household does not automatically mean you qualify.

During the preparation of your tax return, Blueprint Professional Services will review your information and supporting documentation to determine whether you meet IRS eligibility requirements.
Do you believe you qualify to file as Head of Household?
Income Information

Please tell us about all sources of income you (and your spouse, if filing jointly) received during the tax year. Upload the applicable tax forms for each item selected.
Employment Income

Form W-2
Did you receive wages from one or more employers during the tax year that were reported on Form W-2?
If Yes, Upload ALL W-2 Forms

Please upload every W-2 you received for the tax year. Paystubs are not accepted. If you worked for multiple employers, upload all W-2 forms.
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Unemployment Compensation
Did you receive unemployment compensation during the tax year?
If Yes, Upload Form 1099-G

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Retirement Income
Did you receive retirement, pension, or IRA distributions?
If Yes, Upload Form 1099-R

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Social Security Benefits
Did you receive Social Security benefits?
If Yes, Upload SSA-1099

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Interest & Dividend Income
Did you receive interest or dividend income?
If Yes, Upload Forms 1099-INT and/or 1099-DIV

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Self-Employment Income
Did you or your spouse receive self-employment, freelance, contract, gig, or business income during the selected tax year, whether or not you received a Form 1099?
Upload Self-Employment Income Documents

Upload Forms 1099-NEC, 1099-MISC, 1099-K, payment processor statements, income summaries, or other documents showing business or self-employment income for the selected tax year, if available.
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Did you, your spouse (if filing jointly), or any dependent receive health insurance through the Health Insurance Marketplace (Affordable Care Act) for the selected tax year(s)?
Upload Form 1095-A

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How many dependents do you expect to claim on this tax return?

Upload Social Security Cards for All Dependents Being Claimed

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Upload Dependent Birth Certificate(s), if applicable

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Did you, your spouse, or any dependent attend a college, university, vocational school, or other post-secondary educational institution during the selected tax year?
College / Postsecondary Education Information

Please provide the following information for each student who attended an eligible college, university, vocational school, or other post-secondary institution during the selected tax year.
How many students attended a post-secondary educational institution during the selected tax year?

Upload Form 1098-T for Each Student

Please upload Form 1098-T for each student who attended an eligible post-secondary educational institution during the selected tax year. If a student did not receive a Form 1098-T, you may continue without uploading one.
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Did you pay qualified education expenses that may not be fully reflected on Form 1098-T, such as required books, supplies, or equipment?
Total Additional Qualified Education Expenses Paid ($)
Enter the total amount paid for required books, supplies, equipment, or other qualified education expenses not included on Form 1098-T.
Upload Supporting Documents for Additional Education Expenses

Upload receipts, account statements, invoices, or other documentation for qualified education expenses not reflected on Form 1098-T, if available.
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Did any student listed above receive scholarships, grants, or other educational assistance during the selected tax year?

Did you pay childcare or dependent care expenses during the selected tax year so that you (and your spouse, if filing jointly) could work or look for work?
Childcare / Dependent Care Provider Information

Please provide information for each person or facility you paid to care for your dependent(s) during the selected tax year.

Upload Childcare/Dependent Care Statement or Receipt

Please upload any statement, receipt, Form W-10, or other provider document showing the provider's name, address, EIN/SSN, and amount paid, if available.
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Total Childcare/Dependent Care Expenses Paid to ALL Providers ($)
Enter the combined total paid to all childcare/dependent care providers during the selected tax year.
ADDITIONAL TAX INFORMATION

Check all that apply for the selected tax year. Additional questions and document requests may appear based on your selections.
Important: Select all that apply. If you select “None of the above apply to me,” do not select any other options.
Check all that apply during the selected tax year:
Medical, Dental, Vision & Health-Related Expenses

Provide information about unreimbursed medical, dental, vision, and other eligible health-related expenses you paid during the selected tax year.
Total Unreimbursed Medical, Dental & Vision Expenses Paid ($)
Enter the total amount you paid out of pocket that was not reimbursed by insurance, an employer, HSA, FSA, or another source.
Upload Medical/Dental Expense Documentation

Upload receipts, invoices, statements, payment summaries, or other documentation supporting the unreimbursed medical, dental, vision, or eligible health-related expenses entered above, if available.
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Mortgage Interest & Property Information

Provide information about mortgage interest and related expenses paid for your primary residence or other qualifying property during the selected tax year.
Upload Form 1098 – Mortgage Interest Statement

Upload all Forms 1098 received from your mortgage lender(s) for the selected tax year.
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Additional Mortgage Interest Paid Not Reported on Form 1098 ($)
Enter any qualifying mortgage interest paid during the selected tax year that is not shown on Form 1098, if applicable. Otherwise, leave blank.
Student Loan Interest

Provide information about student loan interest paid during the selected tax year.
Upload Form 1098-E – Student Loan Interest Statement

Upload all Forms 1098-E received for student loan interest paid during the selected tax year.
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Major Purchase Sales Tax

Provide information about any major purchase for which you paid state or local sales tax during the selected tax year.

Major Purchase Information

Rows	Purchase Type	Purchase Date	Purchase Price ($)	Sales Tax Paid ($)
Purchase 1
Purchase 2
Purchase 3
Purchase 4

Upload Purchase Agreement, Invoice, or Receipt

Upload documentation showing the purchase price and sales tax paid, if available.
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Charitable Contributions

Provide information about charitable contributions you made to qualified organizations during the selected tax year.
Total Cash/Monetary Contributions ($)
Enter the total amount donated by cash, check, credit card, or electronic payment.
Total Noncash Contributions ($)
Enter the estimated value of donated property, clothing, household goods, vehicles, or other noncash items.
Upload Charitable Contribution Documentation

Upload donation receipts, acknowledgment letters, contribution statements, appraisals, or other supporting documentation, if available.
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Adoption Expenses

Provide information about adoption-related expenses paid during the selected tax year.
Total Adoption Expenses Paid ($)
Enter the total amount paid for adoption-related expenses during the selected tax year.
Was the adoption finalized during the selected tax year?
Was the child a U.S. citizen or resident at the time the adoption process began?
Upload Adoption Expense Documentation

Upload receipts, invoices, agency statements, legal-fee documentation, or other records supporting the adoption expenses, if available.
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Investment & Digital Asset Sales

Provide information about stocks, bonds, mutual funds, cryptocurrency/digital assets, or other investments sold or disposed of during the selected tax year.
What type of investments did you sell or dispose of?
Did you receive Form 1099-B or a consolidated brokerage tax statement for any of these investment transactions?
Investment Tax Documents upload

Upload all Forms 1099-B, consolidated brokerage statements, cryptocurrency/digital asset tax reports, transaction summaries, or other documents related to investment sales, if available.
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Are the purchase price (cost basis) and purchase dates available for all investments sold or disposed of?
Real Estate / Rental Property Sale

Provide information about any rental property or other real estate you sold or disposed of during the selected tax year.
Type of Property Sold
Property Address
Date Property Was Originally Purchased

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Date Property Was Sold

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Original Purchase Price ($)
Gross Selling Price ($)
Upload Real Estate Sale Documents

Upload the Closing Disclosure, settlement/closing statement, Form 1099-S, purchase documents, and other records related to the sale, if available.
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Was this property ever used as a rental or for business purposes?
Retirement Account Contributions

Provide information about contributions you made to an IRA or other retirement account during the selected tax year.
Type of Retirement Account
Total Contributions Made ($)
Enter the total amount contributed during the selected tax year.
Were any of these contributions made through an employer-sponsored retirement plan?
Upload Retirement Contribution Documentation

Upload Form 5498, IRA contribution statements, retirement account statements, or other documentation showing contributions, if available.
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Health Savings Account (HSA) Information

Provide information about contributions to or distributions from a Health Savings Account (HSA) during the selected tax year.
Did you make or receive contributions to an HSA during the selected tax year?
Did you receive distributions (withdraw money) from an HSA during the selected tax year?
Upload HSA Tax Documents

Upload Forms 1099-SA, 5498-SA, W-2 or other HSA-related tax documents, if available.
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Were all HSA distributions used to pay qualified medical expenses?
Gambling & Lottery Winnings

Provide information about gambling, lottery, casino, sports betting, or other wagering activity during the selected tax year.
Total Gambling/Lottery Winnings ($)
Enter your total winnings for the selected tax year, including amounts not reported on Form W-2G
Did you receive Form W-2G?
Total Gambling Losses ($)
Enter your total documented gambling losses for the selected tax year, if applicable.
Upload Gambling Tax Documents

Upload Forms W-2G, casino or sportsbook statements, wagering records, or other documentation showing gambling winnings and losses, if available.
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Energy-Efficient Home Improvements & Clean Energy

Provide information about energy-efficient home improvements or clean-energy property purchased or installed during the selected tax year.
What type of improvement or property did you purchase or install?
Total Amount Paid ($)
Enter the total amount paid for the qualifying improvement(s) or clean-energy property, including installation costs where applicable.
Was the improvement or property installed and placed in service during the selected tax year?
Upload Energy Improvement Documentation

Upload invoices, receipts, manufacturer certifications, contracts, proof of payment, or other supporting documentation, if available.
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SELF-EMPLOYMENT / BUSINESS INFORMATION

Provide information about your business or self-employment activity during the selected tax year.
Business Name
Enter the business name, if applicable. If you do not use a business name, leave blank.
Type of Business / Business Activity
Briefly describe the products or services you provide.
Business EIN (if applicable)
Enter the Employer Identification Number (EIN) for this business, if applicable.
Total Gross Business/Self-Employment Income ($)
Enter the total business or self-employment income received during the selected tax year, before deducting expenses.

Other Business Expense Details
If you entered an amount for “Other Business Expenses” above, list each expense and the amount paid. Example: Software subscriptions – $500; Bank fees – $150.
Did you use a vehicle for business purposes during the selected tax year?
Business Vehicle Information
Vehicle Year, Make, and Model
Date Vehicle Was Placed in Service for Business

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Total Business Miles Driven
Total Commuting Miles Driven
Enter miles driven between your home and regular place of work, if applicable.
Total Other/Personal Miles Driven
Do you have written records or a mileage log supporting your business mileage?
Upload Mileage/Vehicle Expense Documentation

Upload mileage logs, vehicle expense summaries, receipts, or other supporting records, if available.
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Did you use part of your home regularly and exclusively for business during the selected tax year?
Home Office Information
Total Square Footage of Your Home
Square Footage Used Exclusively for Business
Was the home office your principal place of business?
Did you own or rent the home?
Total Rent Paid During the Tax Year ($)
Total Utilities Paid ($)
Total Homeowners/Renters Insurance Paid ($)
Total Repairs and Maintenance Related to the Home ($)
Upload Home Office Supporting Documents

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Did you purchase or begin using any equipment, furniture, computers, machinery, vehicles, or other business assets during the selected tax year?
Business Assets & Equipment

Upload Business Asset Documentation

Upload receipts, invoices, purchase agreements, financing documents, or other records showing the cost and purchase of business assets, if available.
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REFUND & DIRECT DEPOSIT INFORMATION

Please indicate how you would like to receive any refund due for the selected tax year.
How would you like to receive your tax refund?
Bank Name
Routing Number
Account Number
Confirm Account Number
Account Type
Name(s) on Bank Account
Upload Proof of Bank Account

Upload a voided check, bank letter, or other document confirming the routing and account numbers.
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Additional Notes for Your Tax Preparer
Please provide any additional information, questions, or circumstances you believe may be important when preparing your tax return.
TAXPAYER CERTIFICATION
By signing below, I certify that the information and documents I have provided are true, correct, and complete to the best of my knowledge. I understand that I am responsible for providing accurate and complete information and for notifying my tax preparer of any changes, omissions, or additional tax documents received after submitting this form.
Taxpayer Signature
Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Signature
Spouse Date Signed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

Rows	Name	Date of Birth	Social Security Number	Relationship	Months Lived With You During the Tax Year	Full-Time Student?
Dependent 1
Dependent 2
Dependent 3
Dependent 4

Rows	Student Name	Relationship to Taxpayer	School Name	Form 1098-T Received?	Scholarships or Grants Received?
Student 1
Student 2
Student 3
Student 4
Student 5

Rows	Student Name	Scholarship/Grant Amount ($)
Student 1
Student 2
Student 3
Student 4

Rows	Provider/Facility Name	Full Provider Address	EIN or SSN	Amount Paid ($)	Dependent(s) Receiving Care
Provider 1
Provider 2
Provider 3
Provider 4
Provider 5

Rows	Expenses
Advertising
Car and truck expenses
Commissions and fees
Insurance, other than health
Contract labor
Employee benefit programs
Interest
Legal and professional services
Office expense
Pension and profit-sharing plans
Rent or lease a vehicles, machinery, and equipment or other business property
Repairs and maintenance
Supplies not included in Part III
Taxes and licenses :less Form 8846 credits:
Mortgage
Interest-Other
Travel
Meals
Utilities
Other Business Expenses

Rows	Asset Description	Date Purchased	Date Placed in Service	Total Cost ($)	Business Use (%)
Asset 1
Asset 2
Asset 3
Asset 4
Asset 5

Blueprint Professional Services Client Intake & Document Upload Portal

PLEASE READ CAREFULLY

SPOUSE INFORMATION

Employment Income

Unemployment Compensation

Retirement Income

Social Security Benefits

Interest & Dividend Income

Self-Employment Income

College / Postsecondary Education Information

Childcare / Dependent Care Provider Information

ADDITIONAL TAX INFORMATION

Medical, Dental, Vision & Health-Related Expenses

Mortgage Interest & Property Information

Student Loan Interest

Major Purchase Sales Tax

Charitable Contributions

Adoption Expenses

Investment & Digital Asset Sales

Real Estate / Rental Property Sale

Retirement Account Contributions

Health Savings Account (HSA) Information

Gambling & Lottery Winnings

Energy-Efficient Home Improvements & Clean Energy

SELF-EMPLOYMENT / BUSINESS INFORMATION

Business Vehicle Information

Home Office Information

Business Assets & Equipment

REFUND & DIRECT DEPOSIT INFORMATION

TAXPAYER CERTIFICATION