OneSolProduct
Solutions
Compare
Finance · Free template
Free Tax Preparation Intake Form Template
Tax preparers use this intake form to collect a new client's filing status, income sources, dependents, and supporting documents before the appointment. It replaces the paper organizer so you can start the return with everything already in hand.
Free · no code · ready in seconds with AI
Best for
Used by CPAs, enrolled agents, and independent tax preparers to onboard clients ahead of filing season.
- Build it in seconds — describe it or start from this template
- On-brand design, not a plain grey form
- Responses in one inbox + CSV export
- Free, no code, no watermark
Run all of this from one link.
Free to start — no card required.
Tax Preparation Intake Form
Template preview — 9 fields
Tax Preparation Intake Form template — questions
How do I use this Tax Preparation Intake Form template?
Describe your practice to OneSol's AI or start from this template, adjust the income and document questions, then publish. Share the link or embed it on your site, and each client's intake — uploads included — lands in your inbox with an email alert. It's free and requires no code.
Is it safe to collect tax documents through this form?
Yes. Uploads and responses are stored privately in your OneSol inbox where only you can view them, so clients can send W-2s and 1099s without emailing sensitive PDFs back and forth.
Is the Tax Preparation Intake Form free?
Yes. You can build, publish, and collect client intakes completely free — no watermark, no code, and no per-submission charges.