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Tax Information Form Template

Streamline Your Tax Data Collection with This Easy-to-Use Template

Collecting accurate tax information can be challenging, but this Tax Information Form Template makes it simple for you. Designed for accountants and tax professionals, this template helps you gather essential details from your clients efficiently. You'll enjoy streamlined data collection, reduced errors in filing, improved client communication, and quick adjustments based on your needs, all while keeping compliance in mind with WCAG-aligned labels. Explore the template and start your collection process effortlessly.

Use this Template (FREE) Live Preview
Your full legal name
Date of birth
SSN or ITIN
Email address
Phone number
Mailing address (street, city, state, ZIP)
Filing status for this return
Single
Married filing jointly
Married filing separately
Head of household
Qualifying surviving spouse
Are you a U.S. citizen or resident for tax purposes?
Yes
No
Dependent details (name, relationship, date of birth, SSN last 4)
Do you plan to claim any dependents?
Yes
No
Which types of income did you receive for the tax year?
Did you have any cryptocurrency transactions?
Yes
No
Other income details (source and amount)
Did you have foreign income or financial accounts?
Yes
No
Will you claim the standard deduction or itemized deductions?
Standard deduction
Itemized deductions
Unsure
Select deductions and credits that apply
Did you file a tax return last year?
Yes
No
Did you make any estimated tax payments for this tax year?
Yes
No
Estimated tax payments total (amount and dates, if known)
Have you received any IRS or state tax notices?
Yes
No
Preferred method for refund or paying any balance due
Direct deposit of refund
Paper check
Apply refund to next year's taxes
Direct debit for amount due
Unsure/decide later
Typed signature (full name)
Signature date
I affirm that the information provided is accurate to the best of my knowledge
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Additional notes or questions
Preferred contact method
Email
Phone call
Text message
No preference
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Paper art illustration depicting a tax information form used in FormCreatorAI articles

When to use this form

Use this template when you need to collect complete taxpayer details from clients, employees, or vendors before filing, onboarding, or year-end reporting. Accountants use it to prep returns faster and reduce follow-up, especially alongside the Individual tax return information form. HR or AP teams can request it during vendor onboarding to ensure 1099 compliance, together with a Subcontractor information form. Lenders and schools may ask for it when verifying income; if you will share data with a third party, pair it with a Consent to disclose tax return form. The outcome: fewer errors, correct IDs and addresses, and the documents you need in one place.

Must Ask Tax Information Questions

  1. What is your full legal name and taxpayer identification number (SSN, EIN, or ITIN)?

    This is essential for matching records and issuing required forms. It reduces mismatch notices, backup withholding, and rework.

  2. What is your current mailing address and primary residence country?

    Addresses determine the right jurisdiction and where official documents go. A current address prevents returned mail and delays.

  3. What is your filing status for this tax year?

    Status drives your tax rate, standard deduction, and eligibility for some credits. Confirming it now avoids corrections and amended returns later.

  4. Which income sources will you report (W-2, 1099, self-employment, interest, dividends, rental, investments)?

    Knowing expected documents lets you request missing forms and track deadlines. It also surfaces complex items that may require extra schedules.

  5. Do you have dependents or situations that may qualify you for credits or deductions (education, childcare, energy, etc.)?

    Credits can lower tax or increase refunds, but they have strict rules. If you need to assess eligibility in detail, use the Tax credits due diligence questionnaire form.

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