Client Form Templates

Stay organized and professional this tax season with this all-in-one Client Intake Forms Packet designed specifically for tax preparation businesses. These forms make client onboarding smooth, compliant, and stress-free—while ensuring you collect all the details you need to prepare accurate returns.

✅ What’s Included:

• Client Onboarding Form – Collect personal, income, dependent, and deduction details

• Refund Disbursement Form – Direct deposit, check, or prepaid card authorization

• Schedule C Worksheet – Track self-employment income and expenses

• Due Diligence/Compliance Form – Meet IRS requirements for credits and filing accuracy

• Engagement Letter Acknowledgment – Clear agreement of services provided

• Client Document Checklist – Easy guide for clients to bring required paperwork

✨ Key Features:

• Professional, clean design – ready to print or use digitally

• Covers both individual and business tax needs

• Helps maintain compliance with IRS due diligence rules

• Saves time during tax season by standardizing client intake

• Fully customizable for your tax practice

🎯 Perfect For:

✔ Tax Preparers (new and experienced)
✔ CPAs & EAs
✔ Virtual and in-person tax offices
✔ Bookkeepers offering tax services

Keep your business organized, protect yourself with proper documentation, and give clients a seamless onboarding experience.