Tax Client Intake Form

A Tax Intake Form gives you a better way to gather background details before a visit, service, or internal review. By collecting this information online, you can reduce follow-up questions, keep records more complete, and help staff prepare before the next interaction.

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.