Tax season intake.
Everything in one request.

A tax intake form collects what you need to prepare a return before the first meeting: who the client is, what changed this year, their income sources and which documents to send. Tax rules and required information vary by country and state, so adapt the questions to your jurisdiction.

Never collect identity numbers or financial documents by email. Use a secure upload, such as a client document request portal, and follow your identity-check obligations.

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]

1. Adapt the questions to your jurisdiction and the client type.
2. Send it early in the tax season with a clear deadline.
3. Collect documents through a secure upload, never email.
4. Review answers before the first meeting.
5. Chase missing documents with a specific list.
6. Keep the completed form with the client’s file.

Microsoft Word

1. Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
2. Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
3. Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.

Google Docs

1. Upload the .docx file to Google Drive.
2. Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
3. Use File → Make a copy for each new client so your master stays clean.

PDF

Fill it in Word or Google Docs, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs.

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.

• Ask what changed this year first; it surfaces the complicated items.
• Give a document deadline well ahead of the filing deadline.
• Use a checklist so clients can see what’s still outstanding.

Angelwood’s document requests collect files against each request with instructions, so you can see what has arrived and what still needs review, without email attachments.

Browse all forms & questionnaires templates or the full template library.