Tax Client Intake Form Template

A tax client intake form is a questionnaire that tax and accounting professionals use to collect the information needed before preparing a client’s tax return. It provides an overview of filing status, household information, income sources, expenses, and other circumstances that may affect the return.

This AidaForm template is designed for personal tax client intake. Questions are arranged across sections for taxpayer details, spouse and dependent information, income, expenses, and other tax situations. Conditional logic shows the spouse section only when it is relevant. Simple multiple-choice and open-text fields make the questionnaire easy to complete. A progress bar shows clients how much of the form is left before submission.

Customize the form in the AidaForm Builder to fit your tax preparation process and branding. Publish it online and send clients a direct link or embed the form on your website. Submitted information is stored securely in your AidaForm account, where you can review and download responses before preparing the return.