Tax Preparer Client Intake Form Template

Our Tax Client Intake Form is a professionally designed, easy to use template created to streamline the collection of essential client information for tax preparation. This updated intake form allows tax professionals to gather accurate, complete, and compliant information at the beginning of the engagement, reducing follow up, minimizing errors, and improving workflow efficiency. The form supports both individual and business tax filings and is ideal for accountants, tax preparers, and CPA offices seeking an organized and professional onboarding process.

Key Features:

• Comprehensive Information Collection: Captures client, spouse, and dependent details, filing type and status, prior year tax information, income sources, deductions and credits, estimated payments, business details, health insurance coverage, and refund or payment preferences.

• IRS Compliance and Due Diligence Support: Includes required due diligence questions, identity verification, IP PIN collection, dependent residency confirmation, multi state activity disclosure, and digital asset reporting to support IRS compliance requirements.

• Clear Checkboxes and Structured Layout: Uses easy to follow checkboxes and clearly labeled fields to simplify client completion and improve preparer review efficiency.

• Required Documents and Proof Checklist: Provides a built-in checklist outlining all supporting documents clients should submit, including income forms, deduction receipts, business records, health insurance forms, estimated tax proof, and IRS notices.

• Flexible and Editable Format: Designed for use in Microsoft Word, allowing the form to be printed or completed digitally and customized with firm branding or practice specific instructions.

How It Works:

1) Download the Template
Access the Tax Client Intake Form immediately after purchase.

2) Customize as Needed
Edit the form to align with your practice, including adding your business name, logo, or additional instructions.

3) Use with Clients
Provide the form to clients for completion digitally or on paper to collect all required information and documentation upfront.

Please Note:

• Personal Use for Professionals: This template is for use by tax preparers, accountants, and financial professionals.

• Digital Product: No physical item will be shipped.

• All Sales Are Final: Due to the digital nature of this product, all sales are non-refundable.

This Tax Client Intake Form supports a streamlined onboarding process, strengthens compliance, improves documentation accuracy, and helps maintain an efficient and professional tax preparation workflow.