Full Tax Client Intake Packet- Done-For-You Editable Word Template (English)
Your client intake process is the first impression your office makes — and it could also be your last line of defense against an IRS audit.
A disorganized, incomplete intake doesn't just mean missing information and follow-up calls that eat up your time. It means incomplete returns, unsupported positions, and due diligence penalties that cost you $665 per failure in 2026. That's not a typo. Six hundred and sixty-five dollars — per failure, per return.
A verbal intake is not a system. If you're not collecting everything upfront in writing, you're not just looking unprofessional — you're leaving yourself financially exposed and your client sitting across from someone who clearly doesn't have a process.
Stop chasing documents before every appointment. This done-for-you, professionally designed Client Intake Packet is built for tax preparers and accounting professionals who want a polished, complete onboarding system they can brand and use in minutes.
Simply open in Microsoft Word, replace the bracketed fields with your firm's details, add your logo, and save as a PDF. Setup takes under 10 minutes.
What's included:
- Section 1 – Client & Spouse Personal Information
- Section 2 – Filing Status with checkboxes
- Section 3 – Dependents Table (name, DOB, SSN, relationship, months in home)
- Section 4 – All Income Sources (W-2, 1099-NEC, 1099-K, self-employment, gig work, crypto, rental income, and more)
- Section 5 – Deductions & Tax Credits (itemized, above-the-line, homeownership, EITC, Child Tax Credit, energy credits, and more)
- Section 6 – Prior Year Filing History & IRS History
- Section 7 – Refund Preferences & Direct Deposit Banking Info
- Section 8 – Pre-Appointment Document Checklist organized by category
- Section 9 – Preparer Notes Field
- Section 10 – Full Engagement Letter (Scope of Services, Client Responsibilities, Confidentiality Statement, Fee Disclosure & Signature Lines)
Perfect for: tax preparers, enrolled agents, CPAs, bookkeepers, accounting firms, tax season onboarding, client management, solo practitioners, and small tax offices.
File format: Editable .docx (Microsoft Word) Compatibility: Microsoft Word 2016 and later, Google Docs
