Tax Preparation Client Organizer Form — Form Fields
This finance template includes 10 fields. Gather all necessary tax documents and information from clients before tax preparation begins. Free to customize and use on ZenBuild.
Client Full Name (text, required)
Email Address (email, required)
Phone Number (text, required)
Social Security Number (last 4 only) (text, required)
Filing Status (dropdown selection, required) — options: Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Widow(er)
Number of Dependents (number, required)
Income Documents Available (checkboxes, required) — options: W-2, 1099-NEC (Self-Employment), 1099-INT (Interest), 1099-DIV (Dividends), 1099-B (Brokerage), Social Security SSA-1099, Other
Deductions to Report (checkboxes, optional) — options: Mortgage Interest (1098), Charitable Contributions, Medical Expenses, Student Loan Interest, Home Office, Vehicle Use
Upload All Tax Documents (zip) (file upload, required)
Any life changes this year (marriage, new baby, home purchase, etc.)? (long text, optional)
