Luxury Tax Client Intake & Document Checklist Kit — Editable

Stop chasing paperwork and give every client a clear starting point.

The SD Xclusive Luxury Tax Client Intake & Document Checklist Kit helps tax offices collect client information, organize records, and track missing documents before return preparation begins.

Designed for tax preparers, EROs, and service bureaus, this 12-page kit features an ivory, charcoal, and gold design with an editable Word template you can customize for your office.

WHAT’S INCLUDED:

• New-client intake form

• Household information and interview prompts

• Returning-client update form

• Income document checklist

• Supporting document checklist

• Self-employed income and expense organizer

• Missing-document tracker with follow-up log

• Client appointment preparation guide

• Staff intake review and handoff checklist

• Owner setup and editing guide

YOUR DOWNLOAD INCLUDES:

• Editable Microsoft Word template

• Matching 12-page PDF

• Individual printable PDF pages

• High-resolution PNG pages

• Editing instructions

Customize your office name, contact information, wording, and branding, then save your personalized packet for use with clients.

Microsoft Word desktop recommended. The Word template is editable; PDFs and PNGs are static. Delivered as one ZIP download. Digital product no physical item will be shipped.

This kit supports intake organization and does not replace a complete tax interview, required due diligence, or filing authorization.