• Tax Amendment Intake Form

    This form is used exclusively for tax amendment requests (Form 1040-X). If you need to file a current-year tax return, please stop and request the appropriate tax intake form.
    • SECTION 1 – TAXPAYER IDENTIFICATION 
    • Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Was the original return filed as Married (MFJ or MFS)?*
    • Spouse Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • SECTION 2 – AMENDMENT DETAILS 
    • 1. Tax Year(s) Being Amended*
    • 3. Who Prepared the Original Return?*
    • 4. Approximate Date Original Return Was Filed
       - -
      2 digit month, 2 digit day, 4 digit year
    • SECTION 3 – REASON FOR AMENDMENT 
    • Reason for Amendment*
    • SECTION 4 – DOCUMENT UPLOAD 

    • Upload only documents that support the amendment being requested. Do not upload documents unrelated to the change.

    • Upload a File
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      Choose a file
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    • Upload a File
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    • Upload a File
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      Choose a file
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    • Upload a File
      Drag and drop files here
      Choose a file
      Cancelof
    • SECTION 5 – ENGAGEMENT & DISCLOSURES 

    • By submitting this form, you acknowledge and agree to the following terms regarding tax amendment services provided by Southeast Tax Services, LLC:

      Scope of Services
      Southeast Tax Services will prepare and file Form 1040-X (Amended U.S. Individual Income Tax Return) for the tax year(s) specified, based solely on the information and documentation provided by you. This engagement is limited to the amendment(s) requested and does not include a full review, audit, or re-preparation of the original return unless separately agreed to in writing.

      Accuracy of Information
      You certify that all information and documents submitted are true, complete, and accurate to the best of your knowledge. Southeast Tax Services relies entirely on client-provided information and is not responsible for errors or omissions resulting from incomplete, inaccurate, or withheld information.

      No Guarantee of Outcome
      You understand that filing an amended return does not guarantee a refund, a change in tax liability, or acceptance of changes by the IRS or state tax authority.

      IRS Processing Time
      You acknowledge that amended returns are processed manually and may take 16 weeks or longer. Southeast Tax Services has no control over processing times or refund issuance.

      Fees & Payment
      Fees are based on the complexity and number of tax years amended and are non-refundable once work has begun.

      Client Responsibility
      You remain responsible for any taxes, penalties, or interest assessed. Assistance with IRS notices requires a separate engagement.

      Authorization
      You authorize Southeast Tax Services, LLC to prepare and submit the amended return(s) as requested.

    • SECTION 6 – CLIENT ACKNOWLEDGMENT & SIGNATURE 
    • Date*
       - -
      2 digit month, 2 digit day, 4 digit year
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