• NEW TAXPAYER INTAKE FORM

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  • SECURITY NOTICE: This form contains sensitive tax information. Upload it only through a secure Jotform account with appropriate access controls, encryption, multi-factor authentication, retention settings, and a written information security plan.

  • CLIENT SERVICE PREFERENCE

  • PRIMARY TAXPAYER INFORMATION

  • Date of Birth (MM/DD/YYYY) **
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Preferred contact method:

  • REQUIRED DOCUMENT UPLOADS

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  • JOTFORM SETUP: After importing this PDF into Jotform, change each large field on this page to a FILE UPLOAD element. Allow PDF, JPG, JPEG, HEIC, and PNG files and permit multiple files where indicated.

  • IDENTITY DOCUMENTS - REQUIRED

  • SOCIAL SECURITY CARDS OR BIRTH CERTIFICATES - REQUIRED

  • DOCUMENT CONFIRMATION

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  • TAX DOCUMENT UPLOADS

  • Upload all documents received for the tax year. Allow multiple files for each applicable category.

  • INCOME AND HEALTH INSURANCE DOCUMENTS

  • BUSINESS, EDUCATION AND CREDIT DOCUMENTS

  • PRIOR RETURNS AND TAX NOTICES

  • SPOUSE AND HOUSEHOLD INFORMATION

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  • Were you legally married on December 31 of the tax year?

  • SPOUSE INFORMATION - COMPLETE IF APPLICABLE

  • Date of Birth (MM/DD/YYYY)
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.

  • FILING STATUS INTERVIEW

  • Did you live with your spouse at any time during the last 6 months of the year?
  • Did you pay more than half the cost of maintaining your home?
  • Did a qualifying child or other qualifying person live in your home?
  • Can another person claim you or your spouse as a dependent?
  • Were you divorced, legally separated, widowed, or living apart during the year?
  • The taxpayer may describe their situation, but the Tax Professional will determine the correct filing status after reviewing the facts and applicable tax law.

  • DEPENDENT INFORMATION

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  • DEPENDENT 1

  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Rows

  • DEPENDENT 2

  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Rows

  • DEPENDENT INFORMATION - CONTINUED

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  • DEPENDENT 3

  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year

  • DEPENDENT 4

  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year

  • DEPENDENT DUE DILIGENCE QUESTIONS

  • Is anyone else eligible or planning to claim any listed dependent?
  • Did any dependent have income or file a tax return?
  • Was any dependent permanently and totally disabled?
  • Was any dependent a full-time student age 19 through 23?
  • Is there a custody agreement, Form 8332, or other release of claim?

  • INCOME AND TAX DOCUMENTS

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  • Check every item received or expected. Upload documents through the secure Jotform upload fields after completing this form.

  • INCOME CHECKLIST

  • Income Checklist Items
  • Have you received all expected income documents?
  • Did you own foreign accounts/assets or receive foreign income?
  • Did you receive, sell, exchange, or otherwise dispose of digital assets?
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  • SELF-EMPLOYMENT / SCHEDULE C

  • Complete separately for each business. Do not enter unsupported estimates or create records.
  • Did you operate a business, perform gig work, or receive cash/app payments?

  • BUSINESS INFORMATION

  • Date Business Started
     - -
    2 digit month, 2 digit day, 4 digit year
  • Accounting method:
  • Do you have records supporting business income and expenses?
  • Do you have a separate business bank account?
  • Did the business buy, make, or sell products/inventory?
  • Did you use a vehicle for business and maintain a mileage log?

  • DEDUCTIONS, CREDITS, EDUCATION AND CHILDCARE

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  • DOCUMENTS / EXPENSES

  • Documents / Expenses Checklist

  • EDUCATION

  • Did you, your spouse, or dependent attend college or eligible postsecondary school?

  • CHILDCARE / DEPENDENT CARE

  • Did you pay childcare so you or your spouse could work or look for work?

  • HEALTH INSURANCE, PRIOR RETURNS AND IRS MATTERS

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  • HEALTH INSURANCE

  • Did anyone on the return have Marketplace insurance at any time?
  • Did you receive Form 1095-A?

  • PRIOR-YEAR FILING

  • Did you file a federal tax return last year?
  • Do you have any unfiled federal or state tax years?

  • IRS / STATE NOTICES AND IDENTITY VERIFICATION

  • Did you receive an IRS or state tax notice or audit letter?
  • Did the IRS issue you or a dependent an Identity Protection PIN (IP PIN)?
  • Were you or anyone on the return a victim of tax-related identity theft?

  • REFUND, BANKING AND SERVICE QUESTIONS

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  • REFUND PREFERENCE

  • If entitled to a refund, how would you like to receive it?
  • Are you interested in applying for a refund advance, if offered?
  • A refund advance is subject to lender approval and is not guaranteed. The Tax Professional cannot promise an approval, refund amount, or funding date.

  • DIRECT DEPOSIT INFORMATION - COMPLETE ONLY THROUGH SECURE COLLECTION

  • Account type:
  • Is this account owned by the taxpayer or spouse listed on this return?

  • PAYMENT FOR TAX PREPARATION

  • Preferred payment method:
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  • TAXPAYER DECLARATION AND SIGNATURE

  • Review carefully before signing. A separate Form 8879 is required before e-file transmission.

  • ACKNOWLEDGEMENTS

  • Acknowledgements Checklist
  • Date **
     - -
    2 digit month, 2 digit day, 4 digit year
  • Date
     - -
    2 digit month, 2 digit day, 4 digit year

  • FOR TAX OFFICE USE ONLY

  • Intake Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Review Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Internal status:
  •  
  • Should be Empty: