Returning Tax Client Intake Form 2026

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Fields marked * are required.

Address change

1. Has your primary address changed in 2026? *

Yes No

Additional details about the address change (if any)

You answered “Yes” — please complete your new address details below.

New Address *

City *

State *

ZIP Code *

Personal circumstances questionnaire

Occupation or business type *

This helps us understand your income sources and any deductions tied to your profession.

Dependents — have you added or lost any dependents in 2026? *

Added Lost None

Additional details about dependents (if any)

Marital status changes in 2026 — has your marital status changed? *

Yes No

Driver’s licence information

Did your driver’s licence expire? If so, please provide the new details.

Primary driver

Licence #

Issue Date

Expire Date

State

Spouse driver

Licence #

Issue Date

Expire Date

State

Banking information

For direct deposit or direct debit services it is important to provide accurate banking information. Direct deposit is commonly used for refunds; direct debit settles balances due.

Bank Name

Routing Number

Account Number

Account Type

Purpose of transaction

Selecting the correct purpose ensures funds are allocated appropriately.

Refund (Direct Deposit) Balance Due (Direct Debit)

Date for withdrawal (if applicable)

For direct debit, indicate your preferred withdrawal date for better cash-flow management.

Complete and accurate banking information minimises the risk of errors and delays. Please review every entry before submission.

Signature and confirmation

By signing below you acknowledge that all information has been accurately reported to the best of your knowledge and that you understand its use for tax preparation purposes.

Confirmation statement

I, the undersigned, confirm that the information provided in this intake form is true, complete and accurate to the best of my knowledge. I understand that any inaccuracies or omissions may affect my tax preparation and filing, and I accept responsibility for ensuring all details are correct.

Signature

Date

Done — Back Home

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