2026 Military Client Intake Sheet for Tax Preparation
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  • 🪖1. TAXPAYER INFORMATION

  • Do you have an IRS Identity Protection PIN (IP PIN)?*
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Date Entered Service*
     - -
  • Date Separated (if applicable)
     - -
  • Do you have Unreimbursed Employee Expenses during the tax year?*
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  • Were you deployed during the tax year?*
  • Were you in a combat zone receiving combat pay?*
  • Were you stationed overseas during the year?*
  • Did you or your spouse move / PCS during the tax year?*
  • Did YOU get promoted during the tax year?*
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  • Did you receive a military W-2?*
  • Did you receive other W-2s from civilian jobs?*
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  • Did you receive bonus, hazard, or special duty pay?*
  • Did you receive VA Disability Compensation?*
  • Did you have 1099 income (contract work, side jobs, or business)?*

  • 💰Profit & Loss Statement (Income & Expenses Summary)

    Enter your total business income and expenses for the tax year. This section applies to self-employed individuals, freelancers, and independent contractors who receive Form 1099-NEC or 1099-MISC. Include all income from your trade or business and list ordinary and necessary business expenses you paid during the year to operate your business.
  • Vehicle for Business Use (per vehicle)
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  • Are you contributing to a TSP (Thrift Savings Plan) or other retirement account?*

  • 🪖2. SPOUSE INFORMATION

  • Format: (000) 000-0000.
  • Does your SPOUSE have an IRS Identity Protection PIN (IP PIN)?*
  • Spouse Date of Birth*
     - -
  • Are you married to a service member?*
  • Date Entered Service*
     - -
  • Date Separated (if applicable)
     - -
  • Does your Spouse have Unreimbursed Employee Expenses during the tax year?*
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  • Did your spouse get promoted during the tax year?*
  • Was your spouse deployed during the tax year?*
  • Was the Spouse deployed to a combat zone?*
  • Was your spouse stationed overseas during the year?*
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  • Did your Spouse receive a military W-2?*
  • Did your Spouse receive other W-2s from civilian jobs?*
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  • Did your Spouse receive bonus, hazard, or special duty pay?*
  • Did your Spouse receive VA Disability Compensation?*
  • Did your Spouse have 1099 income (contract work, side jobs, or business)?*

  • 💰Spouse Profit & Loss Statement (Income & Expenses Summary)

    Enter your total business income and expenses for the tax year. This section applies to self-employed individuals, freelancers, and independent contractors who receive Form 1099-NEC or 1099-MISC. Include all income from your trade or business and list ordinary and necessary business expenses you paid during the year to operate your business.
  • Spouse Vehicle for Business Use (per vehicle)
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  • Did YOU or SPOUSE have Unemployment 1099G income?)?*

  • 🧩3. Unemployment Income

    Report any unemployment compensation you or your spouse received during the tax year. The IRS issues Form 1099-G for these payments. Include both federal and state unemployment benefits, even if taxes were withheld.
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  • Did you or your spouse receive other 1099 Income & Retirement Distribution income during the tax year? (Proof of income or benefits for adult dependents 1099-K, 1099-DIV, 1099-INT, 1099-R (retirement), SSA-1099 (Social Security), and any other 1099 type not mentioned.)*

  • 💵4. 1099 Income & Retirement Distsribution Information

    List all 1099 income forms received by you and/or your spouse during the tax year. Indicate who the form belongs to and, if applicable, whether any retirement distributions were taken before age 59½. You’ll upload the actual 1099 forms in the next section for verification.
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  • Is Your Spouse contributing to a TSP (Thrift Savings Plan) or other retirement account?*

  • 💡6. Additional Deductions & Tax Credits

  • Did you pay medical expenses not covered by TRICARE?*
  • Did you donate to charities?*
  • Are you a homeowner (mortgage interest, property taxes)?*
  • Are you a business owner/employer with veterans on payroll (for WOTC credit)?*
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  • Did you own or rent out any real estate or receive rental income this year?*

  • 🏠7. Real Estate Property Information

    Enter information for each rental or investment property you owned during the tax year. Include income, expenses, and days used personally vs. rented. Accurate details ensure proper depreciation, passive-loss limits, and Schedule E reporting.
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  • Did you have any farm income or farm-related expenses during the tax year?*

  • 🌾8. Farm Income & Expense Report

    Enter detailed information about your farm income and expenses for the tax year. Include income from crop and livestock sales, government payments, and all ordinary and necessary farm-related expenses. Accurate reporting ensures your Schedule F is prepared correctly and that you receive all available agricultural deductions.
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  • Did you or your farm operation purchase and use any off-highway fuel (gasoline, diesel, or kerosene) for farming purposes during the tax year*
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  • Do you have copies of your prior year tax returns available to upload (New Clients only, upload to Portal. Previous clients. select exisitng client)?*

  • 📂9. Prior Year Tax Returns Upload

    Prior Year Tax Returns Upload: If available, upload copies of your prior year tax returns. These help verify carryovers, depreciation schedules, business assets, and filing consistency. Providing past returns ensures your new return is prepared accurately and efficiently
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  • 🪖 10. Power of Attorney for Deployed Service Members

    Attach a signed copy of IRS Form 2848 authorizing you to sign your spouse’s tax return while they are deployed or on active duty.
  • Are you signing this tax return on behalf of your spouse due to their deployment or military duty assignment?*
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  • 📋 11. Agreements, Authorizations & Attestations

    (Applies to all clients of TLC Tax Luv)

  • Truthfulness & Accuracy
    I attest that all information provided to Tender-Lee Care Money Management, LLC dba TLC Tax Luv is true, correct, and complete to the best of my knowledge. I understand that knowingly submitting false or incomplete information is a violation of federal law (IRC § 7206) and may result in penalties or prosecution.
    I agree to promptly provide all documents requested to verify income, dependents, or deductions.

    Legal & Compliance Disclaimers
    Tender-Lee Care Money Management, LLC dba TLC Tax Luv is not liable for penalties or interest caused by incomplete, late, or false information provided by the client.
    Refund amounts are estimates until verified by the IRS or state.
    All returns are subject to IRS review.
    Client acknowledges receipt of all required disclosures under IRS Circular 230 and Form 8879 authorization procedures.

    Client Acknowledgment & Signature
    By signing below, I confirm that I have read, understand, and agree to all statements, authorizations, and attestations in this document.

     

  • Primary Taxpayer Date Signed
     - -
  • Spouse Date Signed
     - -
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