# Tax client intake form

Delete questions you don’t need and mark optional ones. Let people answer “not sure yet”.

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## Details

Client / company: [Name]
Completed by: [Name, role]
Date: [Date]

## About you

- Full legal name and date of birth? [Answer]
- Address and contact details? [Answer]
- Filing status and dependants, if relevant? [Answer]

## What changed this year

- Any change in marriage, dependants, address or residency? [Answer]
- Did you start, buy or close a business? [Answer]
- Did you buy or sell property or investments? [Answer]

## Income

- Employment income? [Answer]
- Self-employment or business income? [Answer]
- Rental, investment, pension or other income? [Answer]

## Deductions and reliefs

- Pension contributions? [Answer]
- Charitable donations? [Answer]
- Business expenses, home office or vehicle use? [Answer]

## Documents to upload securely

- Income statements from employers and payers [Answer]
- Bank and investment statements [Answer]
- Records of expenses and donations [Answer]
- Last year’s return, if we didn’t prepare it [Answer]

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## Before you send it

- [ ] Every question has a reason to be there.
- [ ] Optional questions are marked.
- [ ] It takes under ten minutes to complete.
- [ ] It doesn’t ask for passwords or sensitive files.
- [ ] You’ve said how answers will be used and stored.
- [ ] You know who reviews the answers and when.

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# Example: A self-employed designer

Sample answers from a fictional client.

## Sample answers

- **What changed?** Moved from employment to self-employment in April.
- **Income?** Salary to March; freelance design income from April.
- **Deductions?** Home office, software subscriptions, a new laptop.

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