2025 Client Intake Form - Taxpayer & Spouse, Dependents, Banking, Estimated Payments

Sep 26, 2026

2025 Client Intake Form collects required tax-preparation information to avoid processing delays, covering taxpayer and spouse identity details, filing status, and whether an IRS IP PIN was issued for 2025. It gathers dependent information (including months lived together, unearned income, and college enrollment), key life events such as divorces and family deaths, and details for child/dependent care providers. The form also requests banking data for direct deposit and optional authorization for automatic tax withdrawal, plus estimated payment schedules, HSA/IRA contribution amounts, crypto activity, 529 plan contributions, rental property status, and business ownership with return/preparer information.

LanguageEnglish

CategoryForms

FormatPDF

Pages11

Reading Time4 min

AccessFree to download

Client Intake Overview

New Client and Preparation Responsibility

Taxpayer and Spouse Information

Primary Contact, Divorce, and Family Deaths

Dependent Information and Eligibility

Child/Dependent Care Providers

Banking Information and Direct Deposit

Estimated Payments

HSA and IRA Contributions

Crypto Currency Activity

529 Plan Contributions

Rental Properties

Business Ownership and Filing Details

2025 Client Intake Form-Missing information can delay processing. New Client? ☐ No ☐ Yes To be prepared by: ☐ Bob ☐ Jason ☐ Joshua ☐ Sandy ☐ Unsure Taxpayer and Spouse Information- *The Taxpayer listed below is the person whose name appears first on the prior year tax return. * Taxpayer’s Name: Social Security Number: Date of Birth: Home Phone: Cell Phone: Address: City: State: Zip: Taxpayer’s Email: Occupation: Has Taxpayer been issued an IP PIN by the IRS for 2025? ☐ No ☐ Yes, 2025 IP PIN: Filing Status: ☐ Single ☐ Married, Filing Jointly ☐ Married, Filing Separately ☐ Head of Household ☐ Unsure Spouse’s Name: Spouse’s Social Security Number: Spouse’s Date of Birth: Home Phone: Cell Phone: Address: City: State: Zip: Spouse’s Email: Spouse’s Occupation: Has spouse been issued an IP PIN by the IRS for 2025? ☐ No ☐ Yes, 2025 IP PIN: -Who is the primary contact for the 2025 tax preparation process? -Did you divorce a spouse in 2025? ☐ No ☐ Yes Date of Divorce: -Any deaths in your immediate family in 2025? ☐ No ☐ Yes, Name: Date: Dependent Information \# of Dependents? *more than 2 dependents, use Page 4 to provide their info Dependent Name: DOB (M/D/Y): / / SSN: Has dependent been issued an IP PIN by the IRS for 2025? ☐ No ☐ Yes, 2025 IP PIN: \# of Months the dependent lived with you in 2025? Has unearned income of more than $1,150? ☐ No ☐ Yes College Student: ☐ No ☐ Yes *enrolled in at least 12 credit hours per term in 2025? ☐ No ☐ Yes Relationship to you: ☐ Child, specify Gender ☐ Male ☐ Female OR ☐ Mother ☐ Father ☐ Dependent Name: DOB (M/D/Y): / / SSN: Has dependent been issued an IP PIN by the IRS for 2025? ☐ No ☐ Yes, 2025 IP PIN: \# of Months the dependent lived with you in 2025? Has unearned income of more than $1,150? ☐ No ☐ Yes College Student: ☐ No ☐ Yes *enrolled in at least 12 credit hours per term in 2025? ☐ No ☐ Yes Relationship to you: ☐ Child, specify Gender ☐ Male ☐ Female OR ☐ Mother ☐ Father ☐ -Is it anticipated that a different taxpayer will seek to claim a child listed as a Dependent for 2025? ☐ No ☐ Yes *If a dependent listed filed a tax return for 2025, please provide a copy of that return. -How many providers did you pay for child/dependent care in 2025? *for more than 2 use Page 4 * Provider 1 Name: Tax ID: Provider 1 Address: Child or children cared for: Amount Paid in 2025: Provider 2 Name: Tax ID: Provider 2 Address: Child or children cared for: Amount Paid in 2025: Banking Information-Would you like to receive any tax refunds by Direct Deposit? ☐ No ☐ Yes If yes, please provide banking info. | Bank Name | Routing Number | Account Number | Specify, Checking or Savings | | --- | --- | --- | --- | | | | | | ☐ Check this box and complete next section ONLY if you would like to have your tax liabilities automatically withdrawn from your bank account with tax filing rather than submitting payment to the IRS or State entities via check or online payment. | Bank Name | Routing Number | Account Number | Specify, Checking or Savings | | --- | --- | --- | --- | | | | | | Estimated Payments-Have you made estimated Tax Payments for tax year 2025? ☐ No ☐ Yes If Yes, please provide details below: | Installment | Date Paid | Federal Amount | Date Paid | State Amount | | --- | --- | --- | --- | --- | | First Quarter | | | | | | Second Quarter | | | | | | Third Quarter | | | | | | Fourth Quarter Amount | | | | | | applied from 2024
Overpayment? | | | | | | Total | | | | | HSA and IRA Contributions-Did you and/or your spouse contribute or plan to contribute funds to an HSA, Roth IRA, or Traditional IRA for 2025 that are NOT accounted for on your W2 statements? ☐ No ☐ Yes If Yes, please provide details below: | | Amount contributed already for 2025 | Additional amount you plan to
contribute to be applied to 2025 | | --- | --- | --- | | Taxpa

FAQs

Who should complete the 2025 client intake form?

The form asks for the person prepared to be responsible for preparation, with options including Bob, Jason, Joshua, Sandy, or Unsure.

What dependent details are required for 2025?

For each dependent, the form requests name, date of birth, SSN, whether they have an IRS IP PIN for 2025, months lived with the taxpayer, unearned income over $1,150, college student status and course load, and relationship details.

What banking information is collected for refunds and optional withdrawal authorization?

The form requests direct deposit preferences and banking fields including bank name, routing number, account number, and account type (checking or savings). It also includes a checkbox to authorize automatic withdrawal of tax liabilities from the bank account instead of paying by check or online.

Sep 26, 2026

Upload by Quinn Holloway