2026 Client Intake Form

2026 CLIENT INTAKE FORM

Thank you for taking the time to complete our tax intake form. For our new clients, this information is critical to ensure an accurate filing of your tax returns. For our existing clients, while we may have some of this information from past engagements, we kindly request you provide it again so we can make sure our records are 100% accurate and up to date.
***YOU MUST HIT THE CONTINUE BUTTON AND THEN PROCEED TO SIGN YOUR CLIENT ENGAGEMENT AGREEMENT.
Date

MonthDayYear
Date
Please provide the name of the person who referred you or provide the place where you saw our business
Tax Filing Year?
Filing Status for current year (HOH, Single, Married Filing Joint, Married Filing Seperate)
If filing for multiple years, put the filing status for each year prior to the current year.
Primary Full Name
Primary's DOB

MonthDayYear
Date
Primary's SSN
Primary Email
example@example.com
Primary Occupation:
Driver's License #:
License Issuance Date:
License Expiration Date:
State of Issuance
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County/Parrish/Ward you live in?
Home Phone
Format: (000) 000-0000.
Primary Cell Phone
Format: (000) 000-0000.
Did you live here all year?
Are you married (by law)?
Spouse's Full Name
Put N/A if you are not married. Required if married.
Spouse's Date of Birth

MonthDayYear
Date. Required if married.
Spouse's SSN:
Spouse's Email address
Spouse Occupation
Required if married.
Spouse's Driver's License #:
Spouse's Driver's License Issuance Date:
Spouse's Driver License Expiration Date:
State of Issuance for Spouse's Driver's License:
Spouse's Cell Phone
Did you and your spouse both live at the address above? If not, list the address for spouse.
Did your spouse live at the address listed the entire year?
Did you or your spouse work in different states for the year?
If yes, please list 1. Name of person who worked out of state. 2. The states you/spouse worked in. and 2. The length of time you/spouse worked there.
Have you ever been audited by the IRS or the state in which you reside?
If yes, please list the year of the audit, specify if it was and IRS or state audit, and what the outcome of the audit was.
Primary Taxpayer - Please check all that apply!
Did you, your spouse, and or dependents receive an IPPIN letter? (Identity Protection PIN), If so, who?
Do you have a copy of prior years' AGI or Tax Documents?
Upload a copy of your prior year tax return.

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DEPENDENT INFORMATION
PLEASE NOTE:

* The Earned Income Credit (EIC) increases with the first 3 children you claim.

* The maximum number of dependents you can claim for the Earned Income Tax Credit is 3.

* You MUST also meet other requirements related to your Adjusted Gross Income (AGI) to qualify for the EIC.

* If you are Married Filing Separately, you cannot claim the credit.
How Many Dependents Will You Be Claiming?
Dependent's Name(s), Date of Birth, SS Numbers, and Relationship (all 4 categories must be filled).
I am am claiming a deceased spouse, child or relative.
Upload a copy of deceased child or relative death certificate.

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Did all dependents live with you for all 12 months? If not, please list the dependent and how long they lived with you as well as who they lived with outside of you and for how many months.
Is Anyone on the Return Disabled?
If Disabled, choose all that apply
Can you provide SSA form or award letter?
CREDITS

This section will determine what credits apply to you.
Were any credits disallowed in the previous year?
Did you live in the United States all year?
If you are a single parent, Where's the other parents of your child/children?
What is the name of the other parent(s)
What is the name of the other parent(s)
If you are divorced or separated, when did you last live in the same home?
If you are divorced or separated, when did you last live in the same home?
How much income did the other parent have during the tax year?
Do you have a signed form 8332 granting the right to claim this child/children?
Did anyone else live in the home that provides financial support for your child/dependents?
Do you have full custody of your child or children?
Are all of your dependents biological?
Can or could anyone else be eligible to claim this dependent on their tax return?
Are any of your dependent(s) married?
BUSINESS

If you have a business, please complete this section in its entirety.
Do you own a business?
If yes, what type of business (Sole Proprietorship, Single MemberLLC, Multi-Member LLC, S-Corp, C-Corp or Partnership)?
Put N/A if you do not have a business.
What's the name of the business and give a brief description of what you do?
Put N/A if this does not apply.
Please provide business EIN.
How long have you been in business?
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have a Profit and Expense Record for your Business (If you do not have one - that is OK- You will receive a portal login- Login to your client portal and complete the Profit and Expense Record)
Please upload your profit and loss statement. (Your business income and expenses)

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Do you have a vehicle for your business?
Do you have a separate personal vehicle
HEALTHCARE
Did you receive health insurance through the Marketplace? If so, upload your 1095A next.
Upload the 1095-A

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OTHER
Do you own rental property?
Do you have investments?
Do you own Crypto Currency?
EDUCATION
Are you in a qualifying educational institution or have a dependent in a qualifying educational institution?
If so, did you receive a form 1098T for your institution?
Upload the 1098-T and Receipts or School Schedule

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Do you have student loans in forbearance or deferment?
Are you currently paying student loan payments
Upload the 1098-E - Student Loan Interest

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Any dependent or childcare expenses?
Where did you pay your childcare expenses? (Please provide the name, EIN, and amount paid.
Put N/A if this does not apply.
Is there anyone listed on the return that is NOT a U.S. resident?
Did you receive any unemployment during the tax year?
What was the total amount of unemployment received? (if applicable)
Put N/A if this does not apply.
Did you pay any medical expense, copays, hospital bills, pharmacy, and/or physician's expense?
If so, can you provide proof
Put N/A if this does not apply.
Did you make any estimated payments or carryover payments for the tax year?
Are you an educator and have any applicable educators' expense up to amount set by federal guidelines?
Do you have any cancellation of debt? List amount. (1099-C will need to be provided)
List Name of Debtor and Amount Forgiven
Did you have any gambling winnings?
Can you provide the w2-G form for your winnings?
Did you purchase a home in 2008 and still qualify for First Time Homebuyer Credit?
Have you received any rental payments for any rental properties?
Do you have proof of expenses? (Credit card/Bank statements, repair bills, payment receipts)?
Are you claiming injured spouse of filing taxes for deceased?

Other
If you answered yes to the question above, for whom are you filing?
Put N/A if it does not apply.
DOCUMENT UPLOAD

In this section, you will upload all of the necessary documents requested that pertain to your taxes if you chose to upload your documents to this platform.
Upload ID/DL (for anyone over 18 years old on this filing) , Social Security Card (for all listed on this filing) , (PREVIOUS CLIENTS ONLY UPLOAD DOCUMENTS THAT HAVE CHANGED)

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IF Claiming Head of Household- Please upload a copy of utility bill.

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Upload Social Security Card (for all listed on this filing) - PREVIOUS CLIENTS ONLY UPLOAD DOCUMENTS THAT HAVE CHANGED)

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Please download all W2's and 1099's HERE - You can upload multiple files

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Do you owe or have you owed the IRS?
BANK PRODUCTS AND CONSENT
Will you want any of the following Bank Products? (Choose All That Apply ) ** Please note all bank products must go through an approval process and will require a written authorization Form 7216 Bank Consent to Disclosure of Tax Return Information
7216 Bank Consent to Disclosure of Tax Return Information

Requesting Bank Products that include but are not limited to: Rapid Refunds, Withdrawing Tax Preparation fees from tax returns and other banking products require consumer consent of information disclosure.

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. Our need to disclose your tax return information to another a 3rd party - Refund Advantage affects the tax return representation service(s) that we provide to you and its (their) cost, we may decline to provide you with the tax return preparation service or change the terms (including the cost) of the tax return preparation services that we provide to you. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year.

In order to process your return, we must disclose all of your tax return information to Refund Advantage. For your convenience, we have entered into agreements with a bank to provide qualifying taxpayers with the opportunity to apply for a (bank product) Refund Transfer (RT), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products may be available to you, we will need to analyze your tax return information and calculate the amount of your anticipated refund.

By signing below, you (including each of you if there is more than one taxpayer) authorize us to disclose to Refund Advantage all of your tax return information.
Type Name if you understand and agree to the above 7216 Bank Consent to Disclosure of Tax Return Information:

First NameLast Name
Sign stating you read and agree to the above 7216 Bank Consent to Disclosure of Tax Return Information.
Bank Funding Messaging
Do you want to receive text messages about refund advance or status of refund? (ONLY applies if you elected to use bank products)
How would you like your refund deposited when ready?
Address to mail check
Bank Verification Information
Security Question
Security Answer
Bank Account Infomation

Information Used for Tax Refund
Bank Name
Checking or Savings?
Routing Number
Confirm Routing Number
Account Number
Confirm Account Number
Prepaid Card Account Number
ONLY IF APPLICABLE
Prepaid Card Account Number
Should be Empty:

2026 CLIENT INTAKE FORM

DEPENDENT INFORMATION

CREDITS

BUSINESS

HEALTHCARE

OTHER

EDUCATION

DOCUMENT UPLOAD

BANK PRODUCTS AND CONSENT

Bank Funding Messaging

Bank Verification Information

Bank Account Infomation