[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-245766-105":53,"doc-detail-245766-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","new-client-intake-form-individual-tax-clients-2022","New Client Intake Form - Individual Tax Clients - 2022","","New Client Intake Form gathers essential information for individual income tax preparation, including taxpayer and spouse identification, contact details, addresses, and eligibility questions such as dependents, charitable donations, marketplace health insurance coverage, foreign accounts, and active military status. 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Yes No |  |  |  | May we contact you by text message? Yes No |  |  |  |  |  |  |  |  |  |  |\n| E-Mail Address |  |  |  | E-Mail Address |  |  |  |  |  |  |  |  |  |  |\n| Mailing Address Apt |  |  |  | City |  |  | State |  |  |  | Zip |  |  |  |\n| 1. Can someone claim YOU as a dependent?  \u003Cbr>2. Did you make CASH Charitable Donation(s) totaling $300 or more during the year?  \u003Cbr>3. Did ANYONE in your household have HEALTH INSURANCE through the Marketplace?   If Yes, do you have FORM 1095-A? We will need it to complete your tax return .……………………………………………….\u003Cbr>4. Did you have any Foreign Accounts?  \u003Cbr>5. Was Taxpayer or Spouse active Military?   |  |  |  |  |  |  |  | Yes ✔ |  |  |  | No ✔ |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  | |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  | |  |  |  | |  |  |\n|  |  |  |  |  |  |  |  | |  |  |  | |  |  |\n\nDependent Information:  \n\n| First Name, Initial, Last Name | Dependent's SSN | Relationship | \\# of months in\u003Cbr>home | Date of Birth | Child Care\u003Cbr>Expenses 􀀹 |  | Disabled ✔ |  | College Student ✔ |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  | |  | |  | |\n|  |  |  |  |  | |  | |  | |\n|  |  |  |  |  | |  | |  | |\n|  |  |  |  |  | |  | |  | |\n\nContinue on back  \nDid you receive Advanced Child Tax Credit? Yes No How many children?   Do you have the IRS Letter 6419-G? Yes No  \n\n| DID YOU RECEIVE ANY OF THE FOLLOWING INCOME OR EXPENSES? (✔All that apply) |  |\n| --- | --- |\n|  | Wages-W2's \\#    Gambling Winnings  Medical Expenses\u003Cbr>Unemployment  Sale of Virtual Currency  Mortgage Interest\u003Cbr>Social Security Benefits  Sale of Real Estate  Real Estate Taxes\u003Cbr>Self-Employment (Complete)  Sale of Stocks  Charitable Donations $ \u003Cbr>Pension & Annuities  Child Care Expenses $    Energy Efficient Purchases\u003Cbr>Interest  College Tuition  PPP Loan Forgiveness (Self Employment Only)\u003Cbr>Dividends  Student Loan Interest  Stimulus (Third payment) $  \u003Cbr>Injured Spouse, If so which spouse owes the debt:   |\n| | Any other significant\u003Cbr>information \u003Cbr>_________________________________________________________________________________________________\u003Cbr>__________________________________________________________________________________________ |\n\n\n| PAYMENT IS REQUIRED PRIOR TO FILING |  |  |\n| --- | --- | --- |\n| How would you like to pay for our services? Cash | Check | Credit/Debit Card |\n\n\n| REFUND AND PAYMENT INFORMATION |\n| --- |\n| How would you like to receive your Refund? Standard Mail Direct Deposit\u003Cbr>If you owe IRS, State, how would you like to pay? Check Direct Debit\u003Cbr>Bank Information: Bank Name:   Checking Savings\u003Cbr>Routing \\# Account \\#  |\n\nI verify that all information I have provided to my tax preparer is to the best of my knowledge. Taxpayer signature   Date:   Spouse signature  Date:   \nWho can we thank for referring you to our office?   How did you hear about us?","cbCaiqpDJtMFd3MY","https://ap.wps.com/l/cbCaiqpDJtMFd3MY","pdf",1113696,"English","# Taxpayer and Spouse Information\n## Dependent Information\n## Income and Expenses\n## Payment and Refund Information","[{\"question\":\"What taxpayer and spouse details are required on this intake form?\",\"answer\":\"The form requests names, SSN, date of birth, driver’s license/state ID, state and ID issue/expiration dates, occupation/disability status, phone numbers, permission to contact by text, email, and mailing address.\"},{\"question\":\"Which eligibility or life-event questions must be answered?\",\"answer\":\"It asks whether someone can claim the taxpayer as a dependent, whether cash charitable donations totaled $300 or more, whether any household member had Marketplace health insurance (and whether Form 1095-A is available), whether there are foreign accounts, and whether the taxpayer or spouse was active military.\"},{\"question\":\"What payment, refund, and banking information does the form collect?\",\"answer\":\"It records how the client wants to pay for services, how to receive a refund, how to pay if the client owes IRS or state taxes, and bank information including bank name, account type, routing number, and account number, along with required signatures and dates.\"}]","New Client Intake Form - Individual Tax Clients - 2022 | PDF",1789230982]