Elite Tax Prep — Client Tax Preparation Intake Form

Elite Tax Prep — Client Tax Preparation Intake Form

Complete this secure intake form with accurate details and upload any relevant tax documents so we can prepare your return.
Client Information
Full Legal Name

First NameMiddle NameLast Name
Preferred Name
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Taxpayer Identification Number
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Current Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
City / State / ZIP
Filing Status
Marital Status
Spouse Full Legal Name

First NameMiddle NameLast Name
Spouse Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Taxpayer Identification Number
Spouse Email Address
example@example.com
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Dependents
Do you have any dependents?
Dependent Information
If applicable, upload any supporting documents for your dependents.
Dependent Documents

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Which dependents lived with you for more than half the year?

Other
Which dependents were full-time students?

Other
Which dependents may be claimed by another person?

Other
Additional dependent details or explanations
Employment and Income
W-2 Employers and Wages
Upload W-2 Forms

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1099-NEC / 1099-MISC Income
Upload 1099-NEC / 1099-MISC Forms

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1099-K Gross Payments Received
Self-Employment / Business Income
Unemployment Compensation
Retirement, Pension, or Social Security Income
Interest, Dividends, and Investment Income
Cryptocurrency, Rental, and Other Income Details
Business/Self-Employment
Did you own or operate a business during the tax year?
Business name
Employer Identification Number (EIN)
Business type
Business address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Gross business income
Major business expenses
Vehicle and mileage information
Home office information
Equipment, supplies, advertising, phone, internet, and travel expenses
Upload profit-and-loss statement and business documents

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Deductions and Credits
Did you own a home during the tax year?
Mortgage interest paid
Property taxes paid
Rent paid
Education expenses (1098-T)
Student loan interest (1098-E)
Childcare expenses and provider information
Health insurance and HSA items

Other
Retirement contributions
Charitable donations, medical expenses, and energy-efficient home improvements/EV
Other deductions or credits
Prior-Year and Tax History
Did you file a tax return for last year?
Did you receive any IRS or state notices?

Other
Prior-year refund, amount due, and estimated tax payments made
Banking / Refund
Banking information should only be entered if you are comfortable providing it through this secure form.
Would you like your refund sent by direct deposit?
Bank name
Bank routing number
Bank account number
Additional Questions
Have you ever been audited?
Do you owe any back taxes?
Have you received any IRS or state tax correspondence?
Anything else the tax preparer should know?
Authorization / Acknowledgment
Certification
Typed Full Name

First NameLast Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Electronic Acknowledgment / Consent
Should be Empty:

Elite Tax Prep — Client Tax Preparation Intake Form

Client Information

Dependents

Employment and Income

Business/Self-Employment

Deductions and Credits

Prior-Year and Tax History

Banking / Refund

Additional Questions

Authorization / Acknowledgment