Rightly Done Tax Services

Thank you for choosing Rightly Done Tax Services as your tax preparation office and taking the time to complete your Client Intake Form.

To all of our clients, this information is critical to ensure we accurately file your tax return.

The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. Trust that all sensitive information will be securely transmitted in efforts to not be compromised.

This questionnaire may take you up to 15 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

Type of Client

New

Returning

Preferred Tax Preparer *

Taxpayer's Information

Taxpayer SSN *

Street Address

City

State

Country

Postal code

Taxpayer Occupation

Upload Taxpayer's ID

State ID / Driver's License

Upload Taxpayer Social Security Card

Upload Taxpayer's Income Documents

(W2, 1099s, etc.)

Upload Taxpayer Previous Year Tax Return

Upload one of the following to verify Head of Household : Lease, Utility Bill, Mortgage Statement

Spouse Information

Spouse Name

Spouse SSN

Spouse Date of Birth

Spouse Phone Number

Spouse Email

Spouse Occupation

Upload Spouse ID

Driver’s License/ State ID/ Passport/ Birth Certificate

Upload Spouse Social Security Card

Upload Spouse Income Documents

Upload Spouse Previous Year Tax Return

Dependents

Do you have any dependents to claim on your selected tax year return?

Yes

No

How many dependents will you claim on your selected tax year return?

1

2

3

4

Dependent 1 Name

Dependent 1 SSN

Dependent 1 Date of Birth

Dependent 1 Relationship to Taxpayer

Is Dependent 1 disabled?

Yes

No

Did you pay any childcare expenses for dependent 1?

Yes

No

Upload Dependent 1 Social Security Card

Upload Dependent 1 Birth Certificate

Dependent 2 Name

Dependent 2 SSN

Dependent 2 Date of Birth

Dependent 2 Relationship to Taxpayer

Is Dependent 2 disabled?

Yes

No

Did you pay any childcare expenses for dependent 2?

Yes

No

Upload Dependent 2 Social Security Card

Upload Dependent 2 Birth Certificate

Dependent 3 Name

Dependent 3 SSN

Dependent 3 Date of Birth

Dependent 3 Relationship to Taxpayer

Is Dependent 3 disabled?

Yes

No

Did you pay any childcare expenses for dependent 3?

Yes

No

Upload Dependent 3 Social Security Card

Upload Dependent 3 Birth Certificate

Dependent 4 Name

Dependent 4 SSN

Dependent 4 Date of Birth

Dependent 4 Relationship to Taxpayer

Is Dependent 4 disabled?

Yes

No

Did you pay any childcare expenses for dependent 4?

Yes

No

Upload Dependent 4 Social Security Card

Upload Dependent 4 Birth Certificate

Identity Protection PIN (IPPIN)

Was the taxpayer, spouse, or any of the dependents issued a IP PIN by the IRS?

Yes

No

Please provide the 6 digit IP PIN provided by the IRS & the person who received one.

Childcare Expenses Information

Childcare Provider Information

Upload Childcare Expenses Documents

College Students

Did you, your spouse, or any dependents attend college for the selected tax year?

Yes

No

Name of person that attended college in the selected tax year?

Name of School

Did the student attend college at least half time?

Yes

No

School Expense Information

Upload Form 1098-T from college/university.

Tax Return Questions

Have you ever been disallowed for EITC/AOTC/CTC?ACTC?

Yes

No

Did you receive a federal/state refund last year?

Yes

No

Did you, your spouse or dependents receive health insurance through the Marketplace in the selected tax year and receive Form 1095-A?

Yes

No

Upload Form 1095-A Health Insurance Marketplace Statements

Schedule C Worksheet for Business

1099 Independent Contractors, Self Employment, Amazon Flex, DoorDash, Instacart, Uber, Etc.

Are you self-employed, own a full time or side business, or 1099 contractor ?

Yes

No

Name of Business

EIN Number

Business Address

Did you file this business on last year's tax return?

Yes

No

Gross Business Income for 2024

$

Expense Amount (USD) for 2024

Advertising
Travel
Rent/Lease
Meals
Supplies
Taxes
Wages
License
Office Supplies
Labor
Equipment
Utilities
Commission
Insurance
Legal Fees
Repairs
Vehicle Mileage
Miscellaneous

Upload Bank Statements, Receipts, Summary of income, Expense Log

Additional Documents

Refund Disbursement

How would you like to receive your refund ?

Direct Deposit

Refund Check

Type of Account

Personal Checkings

Personal Savings

Business Checkings

Direct Deposit: Bank Name

Account Number

Routing Number

Signature *

Clear

Date *

Your Taxes,
OUR EXPERTISE
Stress Free Solutions!

Simplify your taxes and boost your

savings with personalised,

expert guidance.

Unlock the power of our expert tax services to streamline your filing process, reduce liabilities, and achieve financial clarity.

Join 2,000+ Game-Changers Using Rightly Done Tax Services Today.

TAX INTAKE FORM

Taxpayer's Information

Spouse Information

Dependents

Identity Protection PIN (IPPIN)

Childcare Expenses Information

College Students

Tax Return Questions

Schedule C Worksheet for Business

Refund Disbursement

© 2026 Rightly Done Tax Services - All rights reserved.

Your Taxes,OUR EXPERTISEStress Free Solutions!

Simplify your taxes and boost your

savings with personalised,

expert guidance.

Unlock the power of our expert tax services to streamline your filing process, reduce liabilities, and achieve financial clarity.

Join 2,000+ Game-Changers Using Rightly Done Tax Services Today.

TAX INTAKE FORM

Taxpayer's Information

Spouse Information

Dependents

Identity Protection PIN (IPPIN)

Childcare Expenses Information

College Students

Tax Return Questions

Schedule C Worksheet for Business

Refund Disbursement

© 2026 Rightly Done Tax Services - All rights reserved.

Your Taxes,
OUR EXPERTISE
Stress Free Solutions!