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Tax prep intake
Finance
Tax preparation intake
Intake for tax preparation clients.
13 fields Ready to publish
What's included
- 1Full nameRequiredShort text
- 2EmailRequiredEmail
- 3PhonePhone
- 4Filing statusSingle · MFJ · MFS · HoH · QWDropdown
- 5DependentsNumber
- 6W-2s / 1099s (count)Number
- 7Additional detailsLong text
- 8Company or organisationShort text
- 9Type of assistance neededRequiredShort text
- 10Relevant dateDate
- 11Background and key detailsRequiredLong text
- 12Supporting documentsFile upload
- 13Preferred contact methodEmail · Phone · Video callDropdown
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