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Client Intake Information

 

 

[__CLICK HERE if you've completed the Intake Form previously and want to continue to the rest of the Forms__]        

 

 

Name:    Tax Year:
Address: Phone:
  Evening Phone:

               

Filing Status (check one)
 
    Single................................
    
Married.............................
     Married filing Separate.......
     Head of Household...........



 

This Area for Tax Preparer Use Only

Check Off Questionnaire on Left:

  1-Return Prepared.................

 

  2-Print Return-Add $5 to bill..

 

  3-email Return........................

 

  4-Print 2 sets of Docs to sign..

 
    (we sign both-client signs ours)  

  5-Print EIC1 & EIC3.............

 
  6-Scan Docs...........................
 

  7-Scan 8867..........................

 

  8-Collect Payment..................

 
  9-Post Payment on Bill Screen
 
10-Post Payment on Client Bill
 
11-Set CSM to Complete........
 

12-Archive..............................

 

13-email Client Set..................

 

     Remember ...

     EIC Due Diligence EIC only

     EIC1 screen shot from their return

         they fill out and sign.

     EIC3 screen shot from their return

         they fill out and sign.

     Bank Products

Preparer # _______

 

Please answer with Yes or No
         or a number please ...
 
Are You a Returning Client?....................
# of Children you Claim...........................
Custodial Parent for ALL Claimed?.........
Can you Claim anyone else?....................
Are YOU Claimed by Someone Else?.....
How Many W-2s?..................................
How Many 1099s?.................................
Any Mortgage Interest?..........................
Are You a Student?................................
Did You Pay School Tuition?..................
Did You Receive Unemployment?...........
Any Bank Interest Income?.....................
Any Stock Dividend Income?..................
Any Social Security Income?...................
Any Day Care Costs?.............................
Do You Have a Retirement Plan?............
Withdraw from a Retirement Plan?..........
Why did you withdraw from Retirement?  
 
Any Other Income?................................
               If yes, what kind of income (hobby, business, prizes)?
            
            

 

The undersigned guarantees that all information provided to Gregory's Tax and Bookkeeping Service for the purpose of preparing income tax returns is true and accurate.  This also constitutes a contract with Gregory's Tax and Bookkeeping Service for the purpose of preparing income tax returns and the undersigned agrees to be responsible for all charges incurred in that process.


 your email address:           

 

Signature ___________________________________________            Date _____________

 

Please email this form, signing with your email address   -OR- 

Print this Page, Sign and Bring with you to your appointment!!