WATSON TAX CO Client Tax Return Preparation Intake Form
Did you file a 2024 Tax Return?
Yes
No
Taxpayer Information
Name
First Name
Last Name
Age
Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Taxpayer's SSN
Example: xxx-xx-xxxx
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Can someone else claim you as a dependent?
Yes
No
What is your filing status as of December 2025?
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Do you have any dependents?
Yes
No
Are you a full-time college student?
Yes
No
Are you totally and permanently disabled?
Yes
No
Are you legally blind?
Yes
No
Dependents
Enter your dependents here
Rows
Name
Date of Birth
SSN
Relationship
1
2
3
4
5
6
Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
Rows
Yes/No
Employer
Spouse Ins
Exchange/ Marketplace
Direct with Insurer
Medicare
Medicaid
Taxpayer
Yes
No
Dependent 1
Yes
No
Dependent 2
Yes
No
Dependent 3
Yes
No
Dependent 4
Yes
No
Dependent 5
Yes
No
If you have Marketplace Insurance please upload your 1095-A.
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Tax Related Questions
Employment Status
Employed
Unemployed
Self-employed
Occupation/Job Title
If Self-Employed, can you provide documentation of business registration and gross revenue proof? Ex: bank statements, invoices, transaction receipts, licenses, and certifications?
Yes
No
Are you contributing to 401k or other pre-tax account?
Yes
No
Is this your first time opening a pre-tax account?
Yes
No
Please select what return are you requesting to file?
Federal return
State return
Both Federal & State return
Does your dependents have tuition expenses?
Yes
No
Do you have any expenses for child care? If YES, upload form you received from your child care provider below.
Yes
No
FORM UPLOAD FOR CHILD CARE EXPENSES
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If you do not yet have the childcare expense form, please provide Name, Address, and EIN/SSN, and the amount paid for childcare.
Do you own your home?
Yes
No
Do you have residential clean energy improvements to your home?
Windows
Doors
Furnace
Solar Panels
Other
Do you have documents that shows you paid for property taxes?
Yes
No
Are you currently renting?
Yes
No
What is the monthly rental amount?
How long have you lived at the property?
# of months
Did you sell any stock?
Yes
No
Did you take money from your 401?
Yes
No
Did you pay your vehicle tax?
Yes
No
Do you have mortgage interest?
Yes
No
Do you have real estate tax?
Yes
No
Do you have a IRS PIN?
YES
NO
IRS PIN UPLOAD
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Expenses
Please fill-up the information within the current tax year only.
General Expenses
Rows
Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses
Total Expenses
Anything else we should know or to prepare your 2025 tax return?
Taxpayer's & Dependent(s) Identity Forms
Taxpayer's Unexpired ID/DL or Government Issued Passport
Taxpayer's and Dependent(s) Social Security Card(s)
Taxpayer's W-2/1099's
Dependent(s) Birth Certificate(s)
Dependent(s) Proof of Residency (lease, utility bill, school records)
If you have a 1098-T form, please upload here.
Any additional documents
REFUND AND BANKING INFORMATION
How would you like to receive your refund?
Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true.
I allow WATSON TAX COMPANY to capture my sensitive data like government id, birth records, and other information.
I have read the terms and conditions and privacy policy of WATSON TAX COMPANY.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Taxpayer Signature
Print
Submit
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