Kick Tax Intake Form
Complete the required tax information, upload documents, and review/sign electronically when prompted.
Section 1 - Taxpayer Information
Social Security Number
Driver’s License upload
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Driver’s License Number
Expiration Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
State Issued
County
Occupation
Employer
Are you claimed as someone else’s dependent?
Yes
No
Identity Protection PIN (IP PIN)
Preferred refund option
Direct deposit
Paper check
Client Information
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Filing Status
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Section 2 - Spouse Information
Spouse Full Name
First Name
Last Name
Social Security Number
Driver’s License upload
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Driver’s License Number
Expiration Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
State Issued
County
Occupation
Employer
Are you claimed as someone else’s dependent?
Yes
No
Identity Protection PIN (IP PIN)
Preferred refund option
Direct deposit
Paper check
Spouse Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Do you have any dependents to claim?
*
Yes
No
Section 3 - Dependents
List Your Dependents
Section 4 - Life Changes
Are you self employed?
Yes
No
Married
Yes
No
Divorced
Yes
No
Had a baby
Yes
No
Adopted a child
Yes
No
Moved
Yes
No
Name changed
Yes
No
Someone passed away
Yes
No
Became disabled
Yes
No
Received IRS letters
Yes
No
Identity theft
Yes
No
Marketplace insurance
Yes
No
Section 5 - Income
Section 7 - Rental Properties
Income & Tax Documents
Upload Your Tax Documents
*
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Upload Last Year's Tax Return (optional)
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Additional Information
Notes or Special Circumstances
Tax Preparation Engagement Letter & Client Responsibility Agreement
Please review the agreement below and provide the requested information.
Tax Year
*
Client Name
*
First Name
Last Name
Spouse Name (if applicable)
First Name
Last Name
Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Welcome Thank you for choosing Kick Tax Solutions. We appreciate the opportunity to prepare your tax return. This Engagement Letter outlines the responsibilities of both the client and Kick Tax Solutions. By signing this agreement, you acknowledge that you have read, understand, and agree to these terms.
Our Responsibilities Kick Tax Solutions agrees to prepare your federal and applicable state tax returns using the information and documentation you provide, exercise due diligence, maintain confidentiality, inform you if additional documentation is needed, and electronically file your return after authorization and payment of required fees.
Your Responsibilities You are responsible for providing complete, accurate, and truthful information, supporting documentation, careful review of your completed return, and promptly notifying us of any missing information after filing.
Client Signature Agreement By signing below, you certify that the information provided is complete and accurate to the best of your knowledge, and you accept responsibility for reviewing your return before it is filed.
Consent & E-Signature
Client Signature
*
Current 1095-A Form
Upload 1095-A Form
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Income Types
W-2
Self-employed
1099-NEC
1099-MISC
1099-K
Gig Economy
Uber
Lyft
DoorDash
Amazon Flex
Rental Income
K-1
Partnership
S Corporation
Corporation
Farm
Pension
IRA
Social Security
Unemployment
Interest
Dividends
Capital Gains
Cryptocurrency
Gambling
Alimony
Rental Properties
Section 6 - Self Employment
Business Name
EIN
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Date Started
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Business Type
Please Select
Sole Proprietorship
Partnership
LLC
S Corporation
Corporation
Other
LLC?
Yes
No
S Corporation?
Yes
No
Corporation?
Yes
No
Cash income
Credit card income
Cash App
Venmo
Zelle
Square
Stripe
Mileage
Home Office
Inventory
Employees
Issued 1099s
Business Bank Account
Yes
No
Bookkeeping Complete?
Yes
No
Profit & Loss
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Bank Statements
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Receipts
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Mileage Log
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Submit Tax Intake
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