Tax Preparation Client Intake Form Template

Departments of education and school districts always have to make decisions about what to include in their curriculum.  There are a lot of life skills that people need that aren't taught in school.  The question is should those skills be taught in schools?I teach high school, so I'll talk about that.  The typical high school curriculum is supposed to give students a broad-based education that prepares them to be citizens in a democracy and to be able to think critically.  For a democracy to work, we need educated, discerning citizens with the ability to make good decisions based on evidence and objective thought.  In theory, people who are well informed about history, culture, science, mathematics, etc., and are capable of critical, unbiased thinking, will have the tools to participate in a democracy and make good decisions for themselves and for society at large.  In addition to that, they should be learning how to be learners, how to do effective, basic research, and collaborate with other people.  If that happens, figuring out how to do procedural tasks in real life should not provide much of a challenge.  We can't possibly teach every necessary life skill people need, but we can help students become better at knowing how to acquire the skills they need.  Should we teach them how to change a tire when they can easily consult a book or search the internet to find step by step instructions for that?  Should we teach them how to balance a check book or teach them how to think mathematically and make sense of problems so that the simple task of balancing a check book (which requires simple arithmetic and the ability to enter numbers and words in columns and rows in obvious ways) is easy for them to figure out.  If we teach them to be good at critical thinking and have some problem solving skills they will be able to apply those overarching skills to all sorts of every day tasks that shouldn't be difficult for someone with decent cognitive ability  to figure out.  It's analogous to asking why a culinary school didn't teach its students the steps and ingredients to a specific recipe.  The school taught them about more general food preparation and food science skills so that they can figure out how to make a lot of specific recipes without much trouble.  They're also able to create their own recipes.So, do we want citizens with very specific skill sets that they need to get through day to day life or do we want citizens with critical thinking, problem solving, and other overarching cognitive skills that will allow them to easily acquire ANY simple, procedural skill they may come to need at any point in their lives?

No, taxes are handled separately between state and federal governments in the United States.The IRS (Internal Revenue Service) is a federal, not  state agency.You will be required to fill out the the necessary tax documentation for your federal income annually and submit them to the IRS by April 15th of that year. You can receive extensions for this; but you have to apply for those extensions.As far as state taxes go, 41 states require you to fill out an income tax return annually. They can either mail you those forms or they be downloaded from online. They are also available for free at various locations around the state.Nine states have no tax on personal income, so there is no need to fill out a state tax return unless you are a business owner.Reference:www.irs.gov

**UPDATE** After my answer was viewed over 4,100 times without a single upvote, I revisited it to see where I might have gone wrong with it. Honestly, it seems like a reasonable answer: I explained what each of the forms asked about is for and even suggested getting further information from a licensed tax preparer. BUT, I’m thinking I missed the underlying concern of the querent with my answer. Now I’m reading that they don’t care so much about the forms as they do about the right or, more accurately, the obligation of their employer to withhold taxes at all.So let me revise my answer a bit…Your employer doesn’t charge you taxes - the government does. The government forces employers to withhold (or charge, as you put it) taxes from the earnings of their employees by threatening fines and even jail time for failing to do so (or for reclassifying them as independent contractors in order to avoid the withholding and matching requirements). Whether you fill out any forms or not, employers will withhold taxes because they don’t want to be fined or go to jail.Now the meta-question in the question is how can the government tax its citizen’s income? Well, that’s a big debate in America. Tax is the only way governments make money and they use that money to provide services for their constituency. Without funding, no federal or state or county program, or employee, would exist. But still, some people believe taxation is illegal, unjustified, and flat out wrong. They believe that free market forces should fund the military, the Coast Guard, Department of Defense, Veterans Affairs, Border Patrol, the FBI, CIA, DEA, FDA, USDA, USPS, the Federal Prison Complex, the National Park Service, the Interstate Highway System, air traffic control, and the Judiciary (just to name a few things). They even believe paying politicians for the work they do, like the President and Congress, is wrong.Others (luckily, most of us) appreciate paying taxes, even if they seem a bit steep at times. We’re happy to benefit from all the things our tax dollars buy us and we feel what we pay gives us back returns far greater than our investment. If you’re on the fence about this issue, consider how expensive health care is and how much you’re getting out of paying for it privately (out of your own paycheck). Same with your education or that of your children. Do you pay for private schools? Private colleges? Do you pay for private child care too? All expensive, right?Well what if we had to pay for private fire fighting? Or all mail had to be shipped via FedEx or UPS? Or if the cost of a plane ticket to anywhere doubled because we had to pay out-of-pocket for air traffic control? What about the military, border control and veterans? How much are you willing to pay out of every paycheck DIRECTLY to the department of defense AND veterans affairs? If we privatized the military, would we still be able to afford $30 billion dollar fighter jets? Who would pay to defend us?I bet people living paycheck to paycheck would be hard pressed to find extra money to pay for the military, when they’re already spending so much for teachers, schools, health care, local emergency response, food safety inspections, social workers, the criminal justice system, road repairs and construction, bridge inspection and maintenance, and natural disaster remediation (just to name a few things).Think about if all the national and local parks were privatized. Visiting one would cost as much or more than it does to go to Disneyland. Think about how much more food would cost if farmers weren’t subsidized and food wasn’t inspected for safety. Imagine how devastating a pandemic would be without the Center for Disease Control to monitor and mitigate illness outbreaks.We all take for granted the myriad of benefits we get from paying taxes. We may like to gripe and moan but taxes aren’t just for the public good, they’re for our own. (That rhymes!)**END OF UPDATE**W-9 forms are what you fill out to verify your identification, or citizenship status, for your employers. They have nothing to do with payroll taxes other than being the primary tool to from which to glean the correct spelling of your name and your Social Security number.W-2 forms are issued by employers to employees for whom they paid the required payroll taxes to the government on their behalf. The W-2 also details the amount of a person’s pay was sent to the government to fund their Social Security and Medicare accounts. W-2 forms are necessary for people when filing their personal income taxes so they can calculate if they under or overpaid.W-4 forms are filled out by employees to assure that the appropriate amount of pay is being withheld (and transferred on their behalf) by their employers to the government. If you don’t fill out a W-4 then your employer withholds the standard default amount for a single individual. You can update your W-4 at any time with your employer and you may want to when the size of your household changes.Even if you aren’t an employee (like you get paid without taxes being withheld for you) and are issued a 1099-MISC form instead of a W-2, you’re STILL responsible for paying your taxes as you earn that money - in no greater than quarterly installments. If you go over three months without paying taxes when you’re making money - whether your employer is withholding it and paying it on your behalf or you just made the money and no one took any taxes out for you - you’ll be fined and charged interest on your late tax payments.Talk with a licensed tax preparer and they can help you better understand what it all means. Good luck and happy tax season!

I strongly recommend purchasing a tax program, Turbo tax, H&R block etc.These programs will ask you questions and they will fill out the forms for you.You just print it out and mail it in. (with a check, if you owe anything)I used to use an accountant but these programs found more deductions.

NOOOOOOO. You are talking to a military romance scammer. I received an email from the US Army that directly answers your question that is pasted below please keep reading.I believe you are the victim of a military Romance Scam whereas the person you are talking to is a foreign national posing as an American Soldier claiming to be stationed overseas on a peacekeeping mission. That's the key to the scam they always claim to be on a peacekeeping mission.Part of their scam is saying that they have no access to their money that their mission is highly dangerous.If your boyfriend girlfriend/future husband/wife is asking you to do the following or has exhibited this behavior, it is a most likely a scam:Moves to private messaging site immediately after meeting you on Facebook or SnapChat or Instagram or some dating or social media site. Often times they delete the site you met them on right after they asked you to move to a more private messaging siteProfesses love to you very quickly & seems to quote poems and song lyrics along with using their own sort of broken language, as they profess their love and devotion quickly. They also showed concern for your health and love for your family.Promises marriage as soon as he/she gets to state for leave that they asked you to pay for.They Requests money (wire transfers) and Amazon, iTune ,Verizon, etc gift cards, for medicine, religious practices, and leaves to come home, internet access, complete job assignments, help sick friend, get him out of trouble, or anything that sounds fishy.The military does provide all the soldier needs including food medical Care and transportation for leave. Trust me, I lived it, you are probably being scammed. I am just trying to show you examples that you are most likely being connned.Below is an email response I received after I sent an inquiry to the US government when I discovered I was scammed. I received this wonderful response back with lots of useful links on how to find and report your scammer. And how to learn more about Romance Scams.Right now you can also copy the picture he gave you and do a google image search and you will hopefully see the pictures of the real person he is impersonating. this doesn't always work and take some digging. if you find the real person you can direct message them and alert them that their image is being used for scamming.Good Luck to you and I'm sorry this may be happening to you. please continue reading the government response I received below it's very informative.   You have contacted an email that is monitored by the U.S. Army Criminal Investigation Command. Unfortunately, this is a common concern. We assure you there is never any reason to send money to anyone claiming to be a Soldier online. If you have only spoken with this person online, it is likely they are not a U.S. Soldier at all. If this is a suspected imposter social media profile, we urge you to report it to that platform as soon as possible. Please continue reading for more resources and answers to other frequently asked questions:  How to report an imposter Facebook profile: Caution-https://www.facebook.com/help/16... < Caution-https://www.facebook.com/help/16... >   Answers to frequently asked questions:  - Soldiers and their loved ones are not charged money so that the Soldier can go on leave.  - Soldiers are not charged money for secure communications or leave.  - Soldiers do not need permission to get married.  - Soldiers emails are in this format: john.doe.mil@mail.mil < Caution-mailto: john.doe.mil@mail.mil > anything ending in .us or .com is not an official email account.  - Soldiers have medical insurance, which pays for their medical costs when treated at civilian health care facilities worldwide – family and friends do not need to pay their medical expenses.  - Military aircraft are not used to transport Privately Owned Vehicles.  - Army financial offices are not used to help Soldiers buy or sell items of any kind.  - Soldiers deployed to Combat Zones do not need to solicit money from the public to feed or house themselves or their troops.  - Deployed Soldiers do not find large unclaimed sums of money and need your help to get that money out of the country.  Anyone who tells you one of the above-listed conditions/circumstances is true is likely posing as a Soldier and trying to steal money from you.  We would urge you to immediately cease all contact with this individual.  For more information on avoiding online scams and to report this crime, please see the following sites and articles:   This article may help clarify some of the tricks social media scammers try to use to take advantage of people: Caution-https://www.army.mil/article/61432/< Caution-https://www.army.mil/article/61432/>   CID advises vigilance against 'romance scams,' scammers impersonating Soldiers  Caution-https://www.army.mil/article/180749 < Caution-https://www.army.mil/article/180749 >   FBI Internet Crime Complaint Center: Caution-http://www.ic3.gov/default.aspx< Caution-http://www.ic3.gov/default.aspx>   U.S. Army investigators warn public against romance scams: Caution-https://www.army.mil/article/130...< Caution-https://www.army.mil/article/130...>   DOD warns troops, families to be cybercrime smart -Caution-http://www.army.mil/article/1450...< Caution-http://www.army.mil/article/1450...>   Use caution with social networking  Caution-https://www.army.mil/article/146...< Caution-https://www.army.mil/article/146...>    Please see our frequently asked questions section under scams and legal issues. Caution-http://www.army.mil/faq/ < Caution-http://www.army.mil/faq/ > or visit Caution-http://www.cid.army.mil/ < Caution-http://www.cid.army.mil/ >.  The challenge with most scams is determining if an individual is a legitimate member of the US Army. Based on the Privacy Act of 1974, we cannot provide this information. If concerned about a scam you may contact the Better Business Bureau (if it involves a solicitation for money), or local law enforcement. If you're involved in a Facebook or dating site scam, you are free to contact us direct; (571) 305-4056.   If you have a social security number, you can find information about Soldiers online at Caution-https://www.dmdc.osd.mil/appj/sc... < Caution-https://www.dmdc.osd.mil/appj/sc... > . While this is a free search, it does not help you locate a retiree, but it can tell you if the Soldier is active duty or not.  If more information is needed such as current duty station or location, you can contact the Commander Soldier's Records Data Center (SRDC) by phone or mail and they will help you locate individuals on active duty only, not retirees. There is a fee of $3.50 for businesses to use this service. The check or money order must be made out to the U.S. Treasury. It is not refundable. The address is:  Commander Soldier's Records Data Center (SRDC) 8899 East 56th Street Indianapolis, IN 46249-5301 Phone: 1-866-771-6357  In addition, it is not possible to remove social networking site profiles without legitimate proof of identity theft or a scam. If you suspect fraud on this site, take a screenshot of any advances for money or impersonations and report the account on the social networking platform immediately.  Please submit all information you have on this incident to Caution-www.ic3.gov < Caution-http://www.ic3.gov > (FBI website, Internet Criminal Complaint Center), immediately stop contact with the scammer (you are potentially providing them more information which can be used to scam you), and learn how to protect yourself against these scams at Caution-http://www.ftc.gov < Caution-http://www.ftc.gov > (Federal Trade Commission's website)

There is no such form in US taxation.  Thus you can not fill it out.  If you mean a 1098 T you still do not.  The University issues it to you.  Please read the answers to the last 4 questions you posted about form 1080.  IT DOES NOT EXIST.

you can file taxes online by using different online platforms. by using this online platform you can easily submit the income tax returns, optimize your taxes easily.Tachotax provides the most secure, easy and fast way of tax filing.

I am answering to your question with the UNDERSTANDING that you are liableas per Income Tax Act 1961 of Republic of IndiaIf you have online source of Income as per agreement as an employer -employee, It will be treated SALARY income and you will file ITR 1 for FY 2017–18If you are rendering professional services outside India with an agreement as professional, in that case you need to prepare Financial Statements ie. Profit and loss Account and Balance sheet for FY 2017–18 , finalize your income and pay taxes accordingly, You will file ITR -3 for FY 2017–1831st Dec.2018 is last due date with minimum penalty, grab that opportunity and file income tax return as earliest

Download a blank Form W-9To get started, download the latest Form W-9 from the IRS website at https://www.irs.gov/pub/irs-pdf/.... Check the date in the top left corner of the form as it is updated occasionally by the IRS. The current revision should read (Rev. December 2014). Click anywhere on the form and a menu appears at the top that will allow you to either print or save the document. If the browser you are using doesn’t allow you to type directly into the W-9 then save the form to your desktop and reopen using signNow Reader.General purposeThe general purpose of Form W-9 is to provide your correct taxpayer identification number (TIN) to an individual or entity (typically a company) that is required to submit an “information return” to the IRS to report an amount paid to you, or other reportable amount.U.S. personForm W-9 should only be completed by what the IRS calls a “U.S. person”. Some examples of U.S. persons include an individual who is a U.S. citizen or a U.S. resident alien. Partnerships, corporations, companies, or associations created or organized in the United States or under the laws of the United States are also U.S. persons.If you are not a U.S. person you should not use this form. You will likely need to provide Form W-8.Enter your informationLine 1 – Name: This line should match the name on your income tax return.Line 2 – Business name: This line is optional and would include your business name, trade name, DBA name, or disregarded entity name if you have any of these. You only need to complete this line if your name here is different from the name on line 1. See our related blog, What is a disregarded entity?Line 3 – Federal tax classification: Check ONE box for your U.S. federal tax classification. This should be the tax classification of the person or entity name that is entered on line 1. See our related blog, What is the difference between an individual and a sole proprietor?Limited Liability Company (LLC). If the name on line 1 is an LLC treated as a partnership for U.S. federal tax purposes, check the “Limited liability company” box and enter “P” in the space provided. If the LLC has filed Form 8832 or 2553 to be taxed as a corporation, check the “Limited liability company” box and in the space provided enter “C” for C corporation or “S” for S corporation. If it is a single-member LLC that is a disregarded entity, do not check the “Limited liability company” box; instead check the first box in line 3 “Individual/sole proprietor or single-member LLC.” See our related blog, What tax classification should an LLC select?Other (see instructions) – This line should be used for classifications that are not listed such as nonprofits, governmental entities, etc.Line 4 – Exemptions: If you are exempt from backup withholding enter your exempt payee code in the first space. If you are exempt from FATCA reporting enter your exemption from FATCA reporting code in the second space. Generally, individuals (including sole proprietors) are not exempt from backup withholding. See the “Specific Instructions” for line 4 shown with Form W-9 for more detailed information on exemptions.Line 5 – Address: Enter your address (number, street, and apartment or suite number). This is where the requester of the Form W-9 will mail your information returns.Line 6 – City, state and ZIP: Enter your city, state and ZIP code.Line 7 – Account numbers: This is an optional field to list your account number(s) with the company requesting your W-9 such as a bank, brokerage or vendor. We recommend that you do not list any account numbers as you may have to provide additional W-9 forms for accounts you do not include.Requester’s name and address: This is an optional section you can use to record the requester’s name and address you sent your W-9 to.Part I – Taxpayer Identification Number (TIN): Enter in your taxpayer identification number here. This is typically a social security number for an individual or sole proprietor and an employer identification number for a company. See our blog, What is a TIN number?Part II – Certification: Sign and date your form.For additional information visit w9manager.com.

A tax intake form is a document that collects essential information from clients to prepare their tax returns efficiently. airSlate SignNow simplifies the process by allowing you to create, send, and eSign these forms seamlessly, ensuring that you have all the necessary information in a secure and organized manner.

Creating a tax intake form with airSlate SignNow is straightforward. You can utilize our intuitive template builder to customize your form according to your needs, add fields for client information, and send it for eSignature all within minutes, streamlining your tax preparation process.

Using airSlate SignNow for tax intake forms provides numerous benefits, including enhanced organization, quick turnarounds, and secure document management. By digitally collecting and storing information, you save time, reduce errors, and improve client satisfaction during the tax filing process.

Yes, airSlate SignNow offers robust integrations with various accounting software, making it easy to import and export data from your tax intake forms. This feature allows for a seamless workflow, enabling you to enhance your overall productivity while managing client documents efficiently.

Absolutely! airSlate SignNow allows you to fully customize your tax intake form by adding your branding, choosing specific fields, and adjusting the layout. This level of customization ensures that your forms align with your business identity and meet your unique requirements.

airSlate SignNow offers flexible pricing plans that cater to businesses of all sizes. Whether you’re a solo practitioner or part of a larger firm, you can choose a plan that fits your budget while gaining full access to features that enhance your tax intake form management.

Yes, your data is well-protected when using airSlate SignNow for tax intake forms. We employ advanced encryption technologies and adhere to strict compliance standards to ensure that all client information remains secure during storage and transmission.