File name: Tax Intake Form Pdf
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Use this template to create a beautifully branded tax preparation form to collect data from clients. Products Solutions Tax Preparation Client Intake Form Template. Use this template. Form C, Intake, Interview & Quality Review, is the intake form developed by the IRS-SPEC office—the part of IRS that administers the VITA program. Form C is: designed to . Fill Tax Preparation Client Intake Form Template Pdf, Edit online. Sign, fax and printable from PC, iPad, tablet or mobile with pdfFiller Instantly. Try Now! Taxpayers using services offered through the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs should be confident they are receiving quality service. This includes having an accurate tax return prepared. Form C is a tool designed to help ensure taxpayers are given the opportunity to. Intake/Interview and Quality Review Sheet. OMB Number You will need: • Tax Information such as Forms W-2, , , • Social Security cards or ITIN letters for all persons on your tax return • Picture ID (such as valid driver's license) for you and your spouse • Complete pages of this form. Oct 8, · A tax client intake form allows a tax preparer, accountant, or bookkeeper to gather information on a potential client before providing their services. It records the client’s personal, occupational, and tax information so the preparer can better serve their needs.
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