Individual Tax Intake – Form 1040

A. Personal Information

Enter your names.
SSN
Home Address

B. Spouse Information (if applicable).

Spouse Full Names.
SSN

C- i. Dependents.

Dependent names.

C- ii. Dependents.

Dependent names.

C- iii. Dependents.

Dependent names.

C- iv. Dependents.

Dependent names.
D. Income Sources
E. Tax Credits
F. Deductions
• Bank Name
• Routing Number
• Account Number

(Highly recommended)

Drag & Drop Files, Choose Files to Upload You can upload up to 20 files.
• Client authorization checkbox
• (W-2, 1099, receipts)
• Privacy policy agreement
• E-signature