Tax Client Organizer Template
A tax preparer uses this form to collect a client's filing details, income, deductions, life changes, and tax documents for a tax year.
When to use it
- Gather information before preparing an individual tax return
- Collect documents from a new tax preparation client
- Request updated details from a returning client
- Organize tax information after a major life change
What it asks
- Your full name
- Email address
- Phone number
- Tax year
- What is your filing status?
- Who are your dependents?
- What income sources did you have?
- Which deductions or credits might apply?
- What life changes did you have this year?
- Upload your tax documents
Why it should be encrypted
Tax answers and uploaded documents may contain income, dependent, and identifying details. Only the client and their authorized tax preparer should be able to read them.
Tips
- Specify which tax year the client should report.
- List the documents you need, such as income statements and deduction records.
- Ask clients to include only documents relevant to preparing their return.