Tax Preparer Client Onboarding & Intake System

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Tax Preparer Client Onboarding & Intake System  

Federal Forms • Compliance • Client Authorization • Intake Workflow

This professional onboarding system is designed for tax preparers who want a clear, organized, and compliant way to onboard new clients from day one.

Whether you are a new tax professional, a seasonal preparer, or operating a virtual tax office, this system helps you collect essential client information, support due diligence requirements, and set expectations upfront — all in one streamlined packet.

Built from real-world tax office workflows, these templates are practical, clean, and ready to use.

✅ What’s Included (9 Editable Documents)

• Client Intake Form (Taxpayer)  

• Spouse Intake Form  

• Dependent Information Sheet  

• Due Diligence Questionnaire  

 (EIC, CTC, ACTC, ODC, Head of Household)  

• Head of Household Questionnaire  

• Client-Facing Tax Document Checklist  

• Engagement Letter / Tax Preparer Agreement  

• Refund & Payment Authorization Form  

• Client Acknowledgment & E-File Consent  

All documents are provided in editable Microsoft Word (DOCX) format.

Why This System Is Different

Most preparers collect client information informally and fill in gaps later.

This system is designed to front-load clarity, authorization, and documentation — reducing back-and-forth, missed information, and compliance risk during tax season.

It reflects how a real tax office operates, not a loose collection of forms.

Who This Is For

✔ Paid tax preparers  

✔ PTIN holders  

✔ Seasonal and year-round preparers  

✔ Virtual tax offices  

✔ Firms standardizing onboarding for staff or contractors  

If you prepare individual tax returns and want a professional, repeatable onboarding process, this system belongs in your workflow.

Professional Use & Responsibility

This product is provided for professional education and internal business use only.  

It does not constitute legal or tax advice and does not replace professional judgment or compliance responsibilities.

Important Notes

• Federal-use-only system (state-specific forms not included)  

• Documents are provided in editable Microsoft Word format  

• Formatting is optimized for Word; Canva compatibility is not guaranteed  

• Templates are for your business use only  

• Not for resale, redistribution, or sharing as editable templates  

Editable & Customizable

Customize these templates with your firm name, branding, and workflow to fit your tax practice.

A clear onboarding process doesn’t just save time —  it sets the tone for the entire client relationship.