Tax Intake Form

Tax Intake Form
Primary Taxpayer Information

Enter your personal details as they appear on official documents.
Full Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Social Security Number
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
How many w2/1099 do you have?
Preparer's name is fine
How many dependents are you claiming?
Preparer's name is fine
Who referred you?
Preparer's name is fine
Occupation
Preparer's name is fine
Marital Status

Other
Spouse Information (if applicable)

Complete this section if you are married and filing jointly or separately.
Spouse Full Name

First NameLast Name
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Date of Birth

MonthDayYear
Date
Spouse Social Security Number
Spouse Email Address
example@example.com
Spouse Occupation
Household and Dependent Information

List all dependents who lived with you during the tax year.
Dependents
If you are a single parent, Where's the other parents of your child/children?
Did you or your spouse support anyone else not listed above?
Income Information

Check all sources of income you (and your spouse) received during the tax year.
Is your bank account in your name?
Select all income sources that apply:

Other
Did you receive any of the following?

Other
Did you or your kids have an IP PIN?
Did you pay for childcare so you could work or attend school?
Did you have an EIN ?
Did you make contributions to a retirement plan or IRA?
Did you file a federal tax return last year?
Due Diligence Questions
Did the child live with taxpayer all 12 months??
In the case of an IRS audit, can you provide document such as:?
Did you do any overtime?
Did you, your spouse, or a dependent have insurance under the Affordable Care Act? 1095-A
Document Uploads

Upload all relevant tax documents (W-2s, 1099s, prior year returns, etc.).
All ID, Birth certificates & Social cards

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Upload Tax Documents

Ip pin, overtime, day care
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Dependent Info

N/A if NO dependent
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Business Documents

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Additional Comments or Information for GRAHAMITH TAX LAB ?
Consent and Signature

Please read and sign to authorize tax preparation.
Signature
How would you like your refund to be deposited when ready?
Did you want an advance ?
Are you interested in credit repair?
Bank Name
Is this a Checking or Savings account?
Routing Number
Account Number
Confirm Account Number
Should be Empty:

Tax Intake Form

Primary Taxpayer Information

Spouse Information (if applicable)

Household and Dependent Information

Income Information

Due Diligence Questions

Document Uploads

Consent and Signature