Free template

New tax client intake form

Who is on the return, who they support, and the returns filed before yours, collected before you take on a new tax client.

Try it as your client would Use this template free Download PDF

11 questions and 3 documents. Free to print. As a link, 14 days free with no card.

New tax client

Who is on the return, who they support, and the returns before ours.

About you

Each person answers this for themselves: the client, and their spouse too when you send it to them

Full legal name (required)
Short answer
Email address (required)
Email address
Mobile number
Phone number
Date of birth
Date
Photo ID (required)
Document upload
A driver’s license or passport is fine.

Your household

Home address
A few sentences
Marital status
Choose one
- Single
- Married
- Divorced
- Widowed
Spouse’s full legal name
Short answer
Asked only if the answer to “Marital status” is Married.

Dependents

Anyone you support who may be on your return. Add each one.

Add one for each dependent

Full name
Short answer
Date of birth
Date
Relationship to you
Short answer

Past returns

Your last two years of tax returns
Document upload
Federal and state, every page, including the schedules.
Any letters from the IRS or your state
Document upload
Anything we should know before we start
A few sentences

Who uses it

When to send it

Tax practices send this when a new client signs on, before the first return. It establishes who is filing, a spouse if they are married, each dependent with their date of birth and relationship, and a photo ID.

It also asks for the last two years of returns and any letters from the IRS or the state, because carryovers, prior elections and open notices all start from what was filed before.

Tips

Getting it back complete

Always ask for the prior two years’ returns. Carryforwards and depreciation schedules start there.
Ask for any notices from the IRS or the state up front. Finding one in March is worse.
Collect each dependent’s date of birth and relationship now, while the client has the details on hand.
Ask for a photo ID as part of intake, not at signing.

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