2022 Personal Tax Preparation Client Intake Form
Greetings! Please fill out this form completely sign and date.


Global Tax Service LLC
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  • This address is the address that you will receive correspondence from the IRS, payment, and updates to. PO Boxes are not allowed.
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  • Must present valid non-expired identification to to file tax return.
  • if you do not have an IPPIN type 0 in the box.
  • SPOUSE INFORMATION

    If this section does not apply, please proceed to next section.
  • If not applicable place NA in both boxes and continue to next section.
  • If spouse has a different address list here.
  • Must present valid non-expired identification to to file tax return.
  • If you have no spouse or u,known type 0
  • Select one.
  • Recovery Rebate Questions

    This section applies to the recovery rebate (Stimulus Payments). Please answer questions correctly to avoid delays in IRS tax return processing.
  • Check the boxes that apply to you.
  • Check the boxes that apply to you.
  • Check the boxes that apply to you.
  • Filing Status Requirements

  • If you will not be prepared to file your taxes by the tax deadline you will need to file an extension for timely filing.
  • Select one
  • Select one.
  • If your earned income credit (EIC), child tax credit (CTC)/additional child tax credit (ACTC)/credit for other dependents (ODC), or American opportunity tax credit (AOTC) was disallowed by IRS, you must complete and file the Form 8862.
  • Income Section

    Please answer
  • Form W2 is provided to you if you worked a job as an employee. Your employer(s) will provide this document to you.
  • Form 1099MISC is provided to you if typically if you worked as an independent contractor.
  • Form 1099NEC is provided to you if typically if you worked as an independent contractor.
  • HEALTH INSURANCE INFORMATION

  • Select one.
  • Select one.
  • DEPENDENT AND EDUCATION EXPENSES

  • Select one.
  • Put n/a if there is no student
  • Select one.
  • Put n/a if there is no student
  • Select one.
  • Dependent Care Expenses

  • Please provide statement from child care facility. The statement must have the facility/provider name, child's name, EIN or Social Security number for the provider, Address, phone number to the facility and the amount paid for the year.
  • HOMEOWNER (SKIP IF YOU RENT)

  • Select NA if you did not purchase a new home and proceed to Renters questions.
  • RENTERS

  • Type 0 if it does not apply.
  • Type 0 if it does not apply.
  • Type N/A if it does not apply.
  • Type N/A if it does not apply.
  • SELF EMPLOYMENT

    If you are self-employed answer the following questions. If you are not select N/A or fill out N/A.
  • If you are not self-employes type 0
  • Income is any money earned while providing a service or selling goods to consumers. Proof would include invoices, log books, 1099 MISC, 1099-K, 1099-NEC and receipts.
  • Proof od expenses would include money spent to operate your business. These would include receipts, bank statements, invoices, 1099Ks
  • Proof of mileage would include a mileage log, gas receipts, or other method you selected to keep track of mileage
  • Please note that bookkeeping services are an additional cost and is not included in your tax preparation fee. If you opt-in fro bookkeeping servies you will be reuired to pay those fees according to company policy provided to you.
  • BANKING INFORMATION FOR REFUND OR BALANCE DUE (OPTIONAL)

  • Taxpayer's name must be on the bank account in order for it to be deposited.
  • DEPENDENT ELIGIBILITY

  • Dependent Information

    Below you will provide information for dependents you are filing on your tax return.
  • if you do no have a dependent put a NA in each box
  • Select the dependent's relationship.
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  • Select the dependent's relationship.
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  • Select the dependent's relationship.
  • / /
  • Select the dependent's relationship.
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  • General Engagement Letter For Tax Return Preparation

    This is to inform you, the tax payer, of the services we will provide you, and the responsibilities you have for preparation of your tax return.
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  • Submit your document

    You may upload your documents to this form or you may email your documents to info@globaltaxservice4u.com.

    If you are emailing please put your NAME and TAX DOCUMENTS in the subject line.
  • If you choose to submit documents virtually please see the next section below for the types of documents that can be submitted.
  • Example: Driver's License, State ID, Passport, Military ID
  • Upload a copy of all persons being filed on the tax return social security card here