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Tax Preparation Client Intake Form Template

Streamline your tax preparation with a user-friendly intake form

Submitting your tax documents can feel overwhelming, but a well-structured client intake form simplifies the process. This template helps tax preparers efficiently collect essential information from clients, ensuring you have everything you need for accurate filings. With clear questions, easy organization, and WCAG-aligned labels, you can improve client communication, minimize errors, and speed up the prep process. Enhance your workflow and client satisfaction with ease-try using the live template now.

Use this Template (FREE) Live Preview
Taxpayer full legal name
Date of birth
Email address
Mobile phone number
Mailing address (street, city, state, ZIP)
Preferred contact method
Phone call
Text message
Email
Gender
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
Age range
Under 18
18-24
25-34
35-44
45-54
55-64
65+
Taxpayer SSN or ITIN (last 4 digits)
Spouse full legal name (if applicable)
Spouse date of birth (if applicable)
Spouse SSN or ITIN (last 4 digits, if applicable)
Filing status you expect to use
Single
Married filing jointly
Married filing separately
Head of household
Qualifying surviving spouse
Are you seeking assistance for the current tax year?
Yes
No
Residency during the tax year
Resident the entire year
Resident part of the year
Nonresident
Estimated total household income range
Under $20,000
$20,000 - $39,999
$40,000 - $59,999
$60,000 - $79,999
$80,000 or more
Prefer not to say
Health insurance coverage during the year
All year
Part of the year
No coverage
Prefer not to say
Number of dependents (if any)
List dependent names, dates of birth, and relationship (if applicable)
Do you have any dependents to claim?
Yes
No
Which income forms or sources do you expect to report?
Please Specify:
Did you have self-employment or gig income?
Yes
No
If self-employed, do you have expense records (receipts, mileage, logs)?
Yes
No
Do you own a home?
Yes
No
Which deductions or credits may apply to you?
Please Specify:
Did you receive any IRS advance payments or special credits during the year?
Yes
No
Not sure
Which documents do you currently have available?
Government-issued photo ID
SSN or ITIN cards/letters
W-2s and 1099s
Prior-year tax return
Health insurance forms (1095-A/B/C)
Bank details for direct deposit
Proof of address
Other
Please Specify:
Preferred appointment type
In person
Virtual video
Phone
Preferred appointment date
Preferred time window
Language preference
English
Spanish
Other
Please Specify:
If you expect a refund, how would you like to receive it?
Direct deposit
Mailed check
Apply to next year
Unsure
Bank routing number (if direct deposit)
Bank account number (if direct deposit)
Account type (if direct deposit)
Checking
Savings
I confirm that the information provided is true and complete to the best of my knowledge.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I authorize the tax preparation organization to contact me regarding my return.
Yes
No
Type your full legal name as your signature
Signature date
I acknowledge that I have reviewed the privacy notice and consent to electronic communications.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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paper art illustration depicting a tax preparation client intake form with various sections and details for FormCreatorAI article

When to use this form

Use this template when you onboard new or returning tax clients before the busy season, after major life changes, or when you need a clear checklist of documents. It helps you capture filing status, IDs, income sources, deductions, and credits in one pass, so you can quote fees and start prep fast. For clients seeking refundable credits, pair it with the Tax credits due diligence questionnaire form to meet compliance. If you also handle bookkeeping for business filers, the Accounting client intake form keeps entity details organized. This form is ideal for remote workflows, drop-off services, and virtual interviews, cutting back-and-forth and reducing errors.

Must Ask Tax Preparation Client Intake Questions

  1. What is your filing status this year, and did it change from last year?

    Filing status drives rates, credits, and the standard deduction. Confirming changes like marriage, separation, or a dependent aging out prevents wrong calculations and refiles.

  2. What income did you receive (W-2, 1099-NEC/1099-K, interest/dividends, rental, crypto, unemployment)?

    A full income map avoids missed forms and IRS notices. If you earn or pay 1099 income, use the Independent contractor information form to compile payee and payment details.

  3. Who are your dependents, and can you provide their SSNs and months they lived with you?

    Accurate dependent data affects EITC, CTC, and filing status. Dates and SSNs help validate eligibility and prevent rejects.

  4. Did you have major life or financial changes (new job or business, home purchase or sale, education costs, healthcare coverage changes, moves, or foreign accounts)?

    These events trigger forms, deductions, and reporting. Knowing early lets you request documents and set expectations.

  5. Do you authorize us to request transcripts and share your return with specific third parties (lender, advisor)?

    Documented consent speeds due diligence and third-party requests during underwriting or audits. Capture this upfront with the Consent to disclose tax return form.

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