Tax Intake Form

Solomon James Tax Return Intake Form
Personal Information
What was your marital status on December 31 of the tax year?
Which filing status are you using for this tax return?
Married Filing Jointly Information
Married Filing Separately Information
Head of Household Information
Qualifying Surviving Spouse Information
Married Filing Jointly Information
Married Filing Separately Information
Head of Household Information
Qualifying Surviving Spouse Information
Were you a U.S. citizen during the tax year?
Were you present in the United States on a visa during any part of the tax year?
If yes,
Can anyone else claim you as a dependent on their tax return?
Identity and Taxpayer Documents
Upload Your Identity and Taxpayer Documents

Upload your current government-issued photo ID and Social Security card or ITIN assignment letter. If filing Married Filing Jointly, also upload the same documents for your spouse. Include any applicable IRS Identity Protection PIN notice, immigration or tax-residency documents, name-change records, or other identity documents needed for the return. Files must be clear, complete, and readable. Upload the front and back of identification cards when information appears on both sides. You may upload multiple files or combine everything into one PDF.
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Which documents are included in your upload?
What best describes the tax return you need prepared?
Which tax year needs to be prepared?
Select every tax year that has not been filed.
What type of return do you need prepared?
Do you have a complete copy of last year's filed federal and state tax return?
Upload a copy of your prior year tax return (if available)

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S Corporation Return Information
C Corporation Return Information
Estate or Trust Return Information
Upload Entity Return Records

Upload the available records for the entity return, including the prior-year entity return, profit-and-loss statement, balance sheet, general ledger or trial balance, payroll records, ownership records, and applicable formation or tax-election documents. You may upload multiple PDF, JPG, JPEG, PNG, CSV, XLS, or XLSX files.
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Did you request, or do you still need to request, an extension for any tax year included in this intake?
Have you received any letter, bill, adjustment, audit notice, collection notice, or other unresolved tax issue from the IRS or a state tax agency for a tax year included in this intake?
Please briefly explain
For every tax year requested, do you believe you have all income documents and records needed for the return?
Income Information

Select every income source that applied to you during the tax year. If filing jointly, include income received by either spouse. Report income even if you did not receive a tax form.
Select all sources of income you had during the tax year:

Other
Describe the income or payment you are unsure about.
Include the type of income, who paid it, the approximate amount, and whether you received a tax form.
What type of property income did you receive?

Other
What type of benefits did you or your spouse receive?
Did you receive a state or local income-tax refund during the tax year?
Did you itemize deductions on the tax return that produced the refund?
Upload your income documents

Upload all available Forms W-2, 1099, SSA-1099, RRB-1099, Schedule K-1, W-2G, and other income statements. If filing jointly, include documents belonging to either spouse.
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Investments and Digital Assets Information
Upload Investment and Digital-Asset Records

Upload all available consolidated Form 1099 packages, brokerage statements, transaction reports, cost-basis records, cryptocurrency exchange reports, wallet records, and capital-loss carryforward information. You may upload multiple PDF, JPG, JPEG, PNG, CSV, XLS, or XLSX files.
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Dependents Information
Dependents Information
Self Employment and Sole Proprietor

Complete this section if you received a contract, gig, freelance, independent-contractor, or sole-proprietor income. If you operate more than one separate business, provide information for each business.
How many separate businesses or self-employment activities did you operate during the tax year?
Business details
How did the business receive income? Select all that apply.

Other
Total gross income for the business before expenses.
Did the business have expenses during the tax year?
How are the business expenses organized?
Upload Self-Employment and Business Records

Upload all available business records, including Forms 1099-NEC, 1099-K, or 1099-MISC, profit-and-loss statements, income and expense spreadsheets, receipts or statements, mileage records, home-office information, inventory records, equipment or asset records, payroll records, and contractor-payment records.
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Business Vehicle Information
Business Use of Home
Employees, contractors, inventory, and equipment
Did the business have any of the following during the tax year? Select every item that applies.
How complete are your records for the items selected above?
Did any of these businesses report a loss on last year's filed return?
Rental and Property Information

Complete this section if you received rental income or sold real estate during the tax year. Add one row for each rental property.
How many rental properties or rental activities did you have during the tax year?
Rental Property Details
Upload Rental and Real-Estate Records

Upload all available rental and real-estate records, including property-management statements, rental income and expense reports, prior depreciation schedules, mortgage-interest and property-tax records, improvement records, purchase or closing documents, sale documents, and Form 1099-S.
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Deductions, Credits, and Tax-Related Events

Select the expenses you paid and the tax-related events that occurred during the tax year. If filing jointly, include expenses and events for both spouses.
Expenses and Tax-Related Events
Estimated Tax Payments and Prior-Year Refunds
Upload Deduction, Credit, and Tax-Payment Records

Upload the available records related to the deductions, credits, tax payments, and tax-related events reported above. These may include estimated-tax or extension-payment confirmations, HSA records, education or student-loan documents, charitable-contribution records, medical-expense records, childcare information, clean-vehicle or energy-improvement records, and applicable IRS or state notices.
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Health Savings Account Information
Did you make contributions to or receive distributions from a Health Savings Account during the tax year?
Education and Student Loan Documents
What education documents did you receive?
Was any of the following disallowed or denied on an earlier tax return?
Prior Credit or Filing Status Disallowance Details
Marketplace Health Insurance Documents

Upload Form 1095-A if you, your spouse, or anyone included on this return received health coverage through the Health Insurance Marketplace.
Upload all Forms 1095-A received for you, your spouse, or anyone included on the tax return.

Upload every Form 1095-A received for you, your spouse, or anyone included on this tax return. You may upload multiple PDF, JPG, JPEG, or PNG files.
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Housing and Property Tax Documents

Upload the housing records that apply to the expenses selected earlier. These may include Form 1098 for mortgage interest and records showing real-estate property taxes paid during the tax year.
Upload Form 1098 Mortgage Interest Statement

Upload all Forms 1098 received from your mortgage lender. If more than one lender or mortgage applied during the year, upload every applicable form.
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Upload your real estate property-tax statement or payment record.

Upload a property-tax bill, mortgage escrow statement, closing statement, or other record showing the real-estate taxes paid during the tax year.
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Final Confirmation

Before submitting, confirm that you have provided all available information and documents. Solomon James may request additional information after reviewing your intake.
Is there any other information or tax document that may affect your return and has not been provided yet?
Please describe the additional information.
Include any income, expense, life event, tax document, payment, or concern that may affect your return.
Upload any additional tax forms or supporting documents.

Upload any documents that were not requested earlier in this intake.
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I confirm that I have uploaded all tax documents currently available to me.
May Solomon James contact you using the email address and telephone number provided to request missing information and discuss this tax-return matter?
How did you hear about Solomon James?

Other
Final Acknowledgment and Signature
Please review and confirm the following before submitting your intake.
Client Full Legal Name

First NameLast Name
Electronic Signature
Date

MonthDayYear
Date
Spouse Acknowledgment — Married Filing Jointly
I confirm that I reviewed the information submitted for our expected joint return and that it is complete and accurate to the best of my knowledge.
Spouse Full Legal

First NameLast Name
Spouse Electronic Signature
Spouse Signature Date

MonthDayYear
Date
Should be Empty:

Solomon James Tax Return Intake Form

Identity and Taxpayer Documents

Income Information

Self Employment and Sole Proprietor

Employees, contractors, inventory, and equipment

Rental and Property Information

Deductions, Credits, and Tax-Related Events

Health Savings Account Information

Education and Student Loan Documents

Marketplace Health Insurance Documents

Housing and Property Tax Documents

Final Confirmation

Final Acknowledgment and Signature

Spouse Acknowledgment — Married Filing Jointly