[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-305096-105":53,"doc-detail-305096-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","total-tax-solutions-intake-form","Total Tax Solutions Intake Form","","This document is a comprehensive intake form designed for clients of Total Tax Solutions to provide necessary information for tax preparation. It captures essential personal details for the taxpayer and spouse, including social security numbers, contact information, and professional status. The form further details dependent information, direct deposit instructions, and specific financial inquiries covering various income sources, retirement accounts, health insurance, education expenses, and digital asset transactions to ensure accurate filing.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/total-tax-solutions-intake-form/305096/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/total-tax-solutions-intake-form/305096.png","ImageObject",442,249,{"name":88,"@type":89},"Aditya","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-16","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information is required for dependents in this form?","Question",{"text":108,"@type":109},"The form asks for the full name, relationship, date of birth, social security number, and status regarding full-time student or disability for each dependent.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Does the form request banking information?",{"text":113,"@type":109},"Yes, it includes a section for direct deposit details, specifically asking for the bank name, routing number, and account number for either checking or savings accounts.",{"name":115,"@type":106,"acceptedAnswer":116},"What types of financial documentation inquiries are included?",{"text":117,"@type":109},"The form lists 25 specific questions covering items such as interest, dividends, retirement distributions (1099-R), healthcare insurance, education plans, stock sales, and various 1099 forms to assist in the tax filing process.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},305096,1790852162,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},962085564549,"https://ap-avatar.wpscdn.com/davatar_085a072bc5b1113ac321206ff7593b45","TOTAL TAX SOLUTIONS INTAKE FORM Date:   \nTAX PROFESSIONAL:  John Cody Ivy  \nFILING STATUS: Single CLIENT INFORMATION:  \nSocial Security Number:  Social Security Number:  Tax Payer Name:   Spouse Name:  Occupation:   Occupation:  Date ofBirth:   Date ofBirth:  Phone:  Phone:  Address:  Address(if different):  City, State, Zip:   City, State, Zip:  Email:  Email:  DEPENDENTS: (people living in your house) *** Are you adding or removing any dependents?:*** No  \n\n| Full Name | Relation | Date ofBirth |  | Social Security Number | Full Time Student | Disabled |  |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |\n\n  DIRECT DEPOSIT INFORMATION: Checking Savings  \nBank:  Routing\\#:  Account\\#:   \nCOPY OF DRIVER’S LICENSE:  Taxpayer? No Spouse? No  \nBUSINESS TAX RETURN REQUIRED?  No  \nBusinessName:   \nNEW CLIENT:? No  \nCopy of last year's tax return? No  \nDOCUMENTATION INFORMATION:  \n1.  Do you have any interest, dividends?  \n2.  Do you have retirement 1099-R?  \n3.  Do you have day care expenses?  \n4.  Marketplace Health Insurance?  \n5.  Do you have an HSA plan?  \n6.  Did you sell any stock?  \n7.  Do you have any oil royalties?  \n8.  Do you have any gambling wins?  \n9.  Do you have unemployment?  \n10. Do you have a College Save 529 Plan?  \n11. Do you have qualified tuition?  \n12. Do you have student loans?  \n13. 1099-INT?  \n14. Social Security 1099-SA?  \n15. Do you have daycare flex?  \n16. Form 1095 A?  \n17. 1099-SA(distribution)?  \n18. 1099 B?  \n19. 1099-MISC?  \n20. W2G?  \n21. 1099 G?  \n22. 1099-Q?  \n23. 1098-T?  \n24. RRB?  \n25. 1099-K?  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \nNo  \n* Did you sell, receive, exchange, gift or dispose of any digital assets: Virtual currency? No  \n* Do you make quarterly estimated payments? No  \n* Did you sell any property? No","cbCaij023u6QPxY3","https://ap.wps.com/l/cbCaij023u6QPxY3","pdf",861682,"English","# Client Information\n## Personal and Dependent Details\n# Financial and Documentation Checklist\n## Income and Expense Reporting\n## Asset and Payment Information","[{\"question\":\"What information is required for dependents in this form?\",\"answer\":\"The form asks for the full name, relationship, date of birth, social security number, and status regarding full-time student or disability for each dependent.\"},{\"question\":\"Does the form request banking information?\",\"answer\":\"Yes, it includes a section for direct deposit details, specifically asking for the bank name, routing number, and account number for either checking or savings accounts.\"},{\"question\":\"What types of financial documentation inquiries are included?\",\"answer\":\"The form lists 25 specific questions covering items such as interest, dividends, retirement distributions (1099-R), healthcare insurance, education plans, stock sales, and various 1099 forms to assist in the tax filing process.\"}]","Total Tax Solutions Intake Form | PDF",1789821950]