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Template: Client Intake
Tax Client Intake Form
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Collect essential information from clients to prepare their taxes.
This is a preview of the template. Click here to use it.
Full Name
*
Date of Birth
*
Social Security Number
*
Marital Status
*
Single
Married
Divorced
Widowed
Spouse's Name (if applicable)
Spouse's Date of Birth (if applicable)
Spouse's Social Security Number (if applicable)
Home Address
*
Phone Number
*
Email Address
*
Do you have dependents?
*
Yes
No
If yes, please list dependents' names, dates of birth, and Social Security numbers
Income Sources (Check all that apply)
Employment (W-2)
Self-Employment
Interest Income
Dividend Income
Social Security Benefits
Retirement/Pension Income
Rental Property Income
Investment Gains
Other (please specify)
If you selected 'Other', please specify
Do you have any deductible expenses (e.g., medical, education, business expenses)?
Did you make any charitable contributions this year?
Yes
No
If yes, please provide details and amounts of charitable contributions
Do you own any rental properties?
Yes
No
If yes, please provide rental property details (e.g., address, income, expenses)
Any additional information or specific concerns for tax preparation?
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