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Tax prep intake
Finance

Tax preparation intake

Intake for tax preparation clients.

13 fields Ready to publish

What's included

  • 1
    Full name
    RequiredShort text
  • 2
    Email
    RequiredEmail
  • 3
    Phone
    Phone
  • 4
    Filing status
    Single · MFJ · MFS · HoH · QW
    Dropdown
  • 5
    Dependents
    Number
  • 6
    W-2s / 1099s (count)
    Number
  • 7
    Additional details
    Long text
  • 8
    Company or organisation
    Short text
  • 9
    Type of assistance needed
    RequiredShort text
  • 10
    Relevant date
    Date
  • 11
    Background and key details
    RequiredLong text
  • 12
    Supporting documents
    File upload
  • 13
    Preferred contact method
    Email · Phone · Video call
    Dropdown

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