Free Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
Please fill out the form to provide the details for tax preparation.
Name
Contact Number
Taxpayer Identification Number
Tax Year to be Filed
Are you self-employed?
Did you have multiple sources of income?
Did you receive Social Security, disability, or pension income?
Did you make estimated tax payments?
Tax Documents Checklist
Check all that apply.
Wage & Tax Statement
Social Security or Retirement Income
Health Insurance Marketplace
Mortgage Interest Statement
Property Tax Paid
Do you have any special tax situations or concerns?
Thank you for your submission!
We appreciate you taking the time to submit.
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Simplify tax filing with the Tax Preparation Client Intake Form Template from Template.net. Designed for tax professionals and accounting firms, this form collects personal details, income information, deductions, and filing status for accurate tax preparation. Fully editable and customizable, refine it using our AI Editor Tool to align with your tax service requirements.