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Tax Preparation Client Intake Form

Which Tax Pro are you filing with?

Filing Status

Single

Married Filing Separate

Qualifying Widower

Head Of Household

Married Filing Joint

Taxpayer Information

First name

Last name

Date of Birth

Phone

Please enter a valid phone number.

Email

Taxpayers Social

Address

Country/Region

Address

City

Zip / Postal code

Occupation

Are you a full-time student?

Yes

No

Are you totally and permanently disabled?

Yes

No

Please upload w2s, 1098-t, or any financial documentation to be reported on tax return.

Dependents

1.

Name

Date of Birth

Relationship

SSC Number

2.

Name

Date of Birth

Relationship

SSC Number

3.

Name

Date of Birth

Relationship

SSC Number

4.

Name

Date of Birth

Relationship

SSC Number

5.

Name

Date of Birth

Relationship

SSC Number

6.

Name

Date of Birth

Relationship

SSC Number

Tax Related Questions

Employment Status

Employed

Unemployed

Self-Employed

Are you contributing to 401k or other pre-tax account?

Yes

No

Do you have any expenses for child care?

Yes

No

Are you currently renting?

Yes

No

Did you receive a federal tax last year?

Yes

No

Do you have an IP PIN? If yes, please insert IP PIN below.

Did anyone refer you? If so please insert name below.

Upload ID/DL & Banking Information

Acknowledgment & Signature

I confirmed that all information I entered here is accurate and true.
I allow First Klass Tax to capture my sensitive data like personal id, government id, and other information.
I have read the terms and conditions and privacy policy of First Klass Tax.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Date Signed

Taxpayer Signature

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