Tax Client Intake Form Form Template

Collect essential information from clients to prepare their taxes.

Full Name *

Date of Birth *

Social Security Number *

Marital Status *

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? *

If yes, please list dependents' names, dates of birth, and Social Security numbers

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?

If yes, please provide details and amounts of charitable contributions

Do you own any rental properties?

If yes, please provide rental property details (e.g., address, income, expenses)

Any additional information or specific concerns for tax preparation?