2022 Artist Tax Prep Client Intake Form

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A copy of this form will be e-mailed to you and you can make changes to your response up until your document deadline.

You can skip questions without an asterisk if they don't apply to you.

Please answer these questions to the best of your ability and reach out if you have any questions.

I will be relying on this information to prepare your return.

Email *

Spouse's email address (if applicable) - if you are married filing jointly you MUST enter two distinct e-mail addresses in order to sign the tax return

Contact phone number *

Spouse's contact phone number (if applicable)

Your birthdate: *

YYYY

Your spouse's birthdate (if applicable):

YYYY

Your filing address (typically the address where you currently live) - please type the full address: *

If you moved during 2022, please provide your previous mailing address - please type the full address:

If you moved during 2022, please provide the date of your move:

YYYY

Has your filing status (Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Surviving Spouse) or dependent status changed since filing your last tax return? *

Yes, my marital status has changed

Yes, I have a new dependent or dependents.

Yes, last year I was claimed as a dependent on someone else's taxes but am filing independently this year.

I'm not sure

Other:

Check if any of the following apply to you:

I can be claimed as a dependent on another person's return.

I am a full-time student.

I am totally and permanently disabled and/or legally blind.

If you have dependents, please list your their name(s), birthdate(s), and relationship(s) to you:

What is your occupation or job title? *

What is your spouse's occupation or job title? (if applicable)

Did you receive a letter from the IRS or state/local tax agency in 2022? *

Yes

If yes, please describe the nature of the letter here (make sure to include the letter with the rest of your uploads):

Did you have health insurance in 2022? (select all that apply) *

Yes, employer or union provided

Yes, purchased through the marketplace (upload 1095-A)

Yes, medicaid or medicare

Yes, I am on a parent or guardian's health insurance plan

Yes, I have private insurance (upload documentation)

Required

Have you ever had any tax credits disallowed by the IRS? *

Yes

Unsure

Have you been issued an Identity Protection Pin by the IRS? *

Yes (include IP PIN in your document uploads)

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