TaxMaxx 2026 Tax Client Intake Form

TaxMaxx Tax Client Intake Form

Securely provide your tax information and documents to begin your filing with TaxMaxx. Complete all required sections and upload relevant files for a smooth tax preparation experience.
Choose Your Preparer
Welcome to TaxMaxx! Please complete this secure intake form and upload all relevant tax documents (W-2s, 1099s, prior year return, mortgage statements, etc.). Required fields are marked and your preparer may contact you for clarification. Your information is protected and confidential.
Primary Taxpayer Full Name*

First NameLast Name
Primary Taxpayer Email*
example@example.com
Primary Taxpayer Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Photo ID Upload (Driver License or State ID, not expired)*

Upload a File

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Primary Taxpayer Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Primary Taxpayer SSN or ITIN (masked)*
Date of Birth*

MonthDayYear
Date
OriginalAmended
YesEstimate Only $40
SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Occupation / Employer
Referred By
Credit RepairTradelinesBankruptcyNoneOther
2025202420232022Prior to 2022
YesNo
YesNo
Please list dependent name, social security number and date of birth
Please list dependent name, social security number and date of birth
Please list dependent name, social security number and date of birth
Please list dependent name, social security number and date of birth
YesNo
Identity Protection PIN (if applicable)
Mother’s Maiden Name*
Upload original tax return (only if Amended return selected)*

Upload a File

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W-2 – Employee1099 / Other IncomeSelf-Employed / Business Income
W-2 Income Entries (Add for each W-2)
1099 and Other Income Entries (Add for each 1099/Other)
Self-Employment / Business Income Entries (Add for each Business)
YesNo
YesNo
If you own a home upload your 1098 forms here

Upload a File

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Childcare Provider Entries (Add for each Provider)
Yes – covered entire yearNo – months without coverageCovered via Marketplace (Form 1095-A)
If you have Form 1095-A/B/C, please upload

Upload a File

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Upload general supporting documents (W-2s, 1099s, K-1s, 1098s, receipts, etc.)

Upload a File

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Upload general supporting documents (W-2s, 1099s, K-1s, 1098s, receipts, etc.)

Upload a File

Cancelof
Upload general supporting documents (W-2s, 1099s, K-1s, 1098s, receipts, etc.)

Upload a File

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Refund Advance Loan?
YesNo
Yes – provide account info belowNo – mail a paper checkNo – Bank Approved Prepaid Card
CheckingSavings
Bank Routing Number
Bank Account Number
I authorizeI do not authorize
I consent to E-file my return
Electronic Signature (sign below)*
Signature Date*

MonthDayYear
Date
Client Additional Comments
I consent to secure storage of my documents
Should be Empty:

TaxMaxx Tax Client Intake Form