Individual Tax Intake – Form 1040

A. Personal Information
SSN
B. Spouse Information (if applicable)
Home Address
C. Dependents
D. Income Sources
E. Tax Credits
F. Deductions
• Bank Name
• Routing Number
• Account Number
Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.
• Client authorization checkbox
• (W-2, 1099, receipts)
• Privacy policy agreement
• E-signature