Use This Template

Tax Client Intake Form

Use this template as a guideline to file taxpayer information on a yearly basis. Easily collect files, allow clients to add dependents, and authorize with taxpayer and spouse signature. And ensure their information stays safe and secure.

Verify your client’s income and expenses, and utilize the Save & Resume feature if they would like to start and finish later.

Fully customize this form and add more information according to your client and business needs.

Tax Client Intake Form

This template is designed as a guideline to help collect and organize information that is needed in preparation of income tax returns.