Money · free template
Tax Return Client Intake
Annual accountant intake collecting income sources, expenses and supporting documents.
- Questions
- 14
- Pages
- 2
- Layouts
- classic
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — Your details
- Client namerequired
- Email addressrequired
- Phone number
- Tax reference / UTR
- Tax yearrequired
- Filing statusrequired
Page 2 — Income & expenses
- Income sources this yearrequired
- Total turnover / income
- Total allowable expenses
- Do you make pension contributions?
- Charitable donations under Gift Aid?
- Upload statements, invoices and receipts
- Anything unusual we should know about this year?
- Agreementrequired
14 questions in total.
Works in this layout
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