TAX PREP CLIENT INTAKE FORM

Please ensure that you have uploaded all applicable documents, including W-2s, 1099s, business income statements, deductions, and any other relevant tax forms. Missing or incomplete information may affect your estimated return, tax liability, and final quote. If you need to submit additional documents, please do so as soon as possible to avoid any delays in processing. If you have any questions, please contact us in the contact tab.

TAXPAYER INFORMATION:

Full Name *

Date of birth *

Phone *

Email *

Address

Street Address *

City

State

Country

Postal code

Occupation *

Taxpayer Social Security # *

Are you a full-time student?

Yes

No

Are you totally and permanently disabled?

Yes

No

Are you legally blind?

Yes

No

Taxpayer ID (Drivers License/State ID) *

Social Security Card (SSC) *

Any birth, death, marriage, divorce or adoption certificates

Proof of Child Care

Death Certificates

SPOUSAL INFORMATION:

Spouse Full Name

Phone Number

Email Address

Spouse Date Of Birth

Address

Street Address
City
State/Province
Postal/Zip Code

Spouse Occupation

Employment Status

Spouse Social Security #

Are they a full-time student?

Yes

No

Are they totally and permanently disabled?

Yes

No

Are they legally blind?

Yes

No

Are they your dependent?

Yes

No

Spouse ID ((Drivers License/State ID)

Social Security Card

Any birth, death, marriage, divorce or adoption certificates

DEPENDANTS:

Enter your dependents here

Name
Name
Name
Name
Name

Dependent #1 Social Security Card (SSC)

Dependent #2 SSC

Dependent #3 SSC

Dependent #4 SSC

Dependent #5 SSC

INCOME INFORMATION:

Income Docs (W2 or 1099)

Unemployment Compensation (1099G)

Interest Income 1099-INT and/or 1099-DIV)

Social Security benefit (Form SSA-1099)

Stocks/Investments (1099-B)

Gamblings or losses, including lottery, bingo & raffles (W2-G)

RETIREMENT INFORMATION:

Payments/distributions from a retirement plan 401K, IRA 1099-R)

HEALTH INFORMATION:

Health insurance from the Healthcare.gov Marketplace (Form 1095-A)

Health Savings Account (HSA) or other Medical Savings Account (Form 1099-SA & Form 5498-SA)

Unreimbursed incurred Medical Expenses

HOUSING INFORMATION:

Form 1098 – Mortgage Interest and 2020 Property Tax Statement

Closing Disclosure & 1099-S

Rental Property Income (Income and Expenses)

Foreclosure Docs (1099A or 1099C)

Energy Efficient Improvements Made

CHILD AND DEPENDENT CARE:

Annual Child Care Statement

EDUCATION:

Any tuition, fees or book expenses for any tuition, fees or book expenses that were required to attend college, university or vocational school (1098 - T and Expenses)

Scholarships or grants for higher education

Distribution from a 529 Plan or Education Savings Plan (Form 1099-Q.)

Contributions to a 529 Plan or Education Savings Plan

Student Loan Interest (Form 1098-E)

TAX RELATED QUESTIONS:

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

Yes

No

Is this your first time opening a pre-tax account?

Yes

No

What is the monthly rental amount?

Are you currently renting?

Yes

No

GENERAL EXPENSES:

Enter the following expenses total amount

Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses

ITEMIZED DEDUCTIONS:

Charitable contributions (Receipts or acknowledgements from charity, cancelled check or other proof)

BUSINESS INFORMATION:

1099-NEC, 1099-MISC or own a small business

Business Vehicle Mileage Documentation

Profit & Loss Statement

MISCELLANEOUS

Additional Support Documentation not listed above

Date Signed

ACKNOWLEDGMENT & SIGNATURE

I confirmed that all information I entered here is accurate and true.
I allow Smart Wise Taxes to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of Smart Wise Taxes.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Taxpayer Signature

Clear

TAXES WON'T BE FILED UNTIL YOU APPROVE OF THE QUOTE. YOU/SPOUSE WILL HAVE TO SIGN AGAIN IF YOU APPROVE.

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.