2020 Tax Client Intake Form
Partner of Austin Financial
* Required
Who were you referred by?
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Your answer
Last Name
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Your answer
First Name
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Your answer
Email Address
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Your answer
How are you filing?
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Single
Married Filing Jointly
Married Filing Separate
Head of Household
Do you have an ITIN from the IRS due to identity theft?
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Yes
No
If yes, what is your ITIN number?
Your answer
Social Security Number
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Your answer
Current Address, City, State, & Zip Code
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Your answer
Phone Number
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Your answer
Date Of Birth
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MM
/
DD
/
YYYY
Driver's License Number
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Your answer
Driver's License State
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Your answer
Driver's License Expiration Date
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MM
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DD
/
YYYY
Driver's License Issued Date
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MM
/
DD
/
YYYY
Did you attend college in 2020?
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Yes
No
Dependent 1 Full Name | Date of Birth | Social Security Number
Your answer
Dependent 2 Full Name | Date of Birth | Social Security Number
Your answer
Dependent 3 Full Name | Date of Birth | Social Security Number
Your answer
Did you have child care expenses?
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Yes
No
If so, what was your child care expense total?
Your answer
Did a dependent attend college in 2020?
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Yes
No
Do you have a dependent over the age of 18 with disabilities?
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Yes
No
Return Payment Type Preferred
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Choose
Direct Deposit
Pre-Paid Credit Card
Check
How many W-2 Forms will you be filing?
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Choose
0
1
2
3
4
5+
What is the total amount for your W-2 forms?
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Your answer
What was your total amount for your Federal Withholdings on your W-2 forms?
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Your answer
What was your total 401(K) contribution?
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Your answer
Did you receive unemployment in 2020?
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Yes
No
If yes, what was the total amount you received?
Your answer
Did you receive a stimulus payment in 2020?
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Yes
No
If yes, what was the total amount you received?
Your answer
Will you be filing a Schedule C for Self Employment?
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Choose
Yes
No
If yes, what was your total Schedule C income amount?
Your answer
Do you owe back taxes?
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Choose
Yes
No
Do you owe back child support?
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Choose
Yes
No
Do you own a home?
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Yes
No
Did you have health insurance in 2020?
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Yes
No
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