Client Intake

Tax return intake.

Fill this out completely — the more accurate up front, the faster your return goes out the door. Everything is confidential.

Personal information

First name*

Last name*

Date of birth

SSN

Street address

City

State

ZIP

Phone

Email*

Filing status

Filing status*

Dependents

Add anyone who lived with you and you supported.

Income sources

W-2 employers (list each, one per line)

1099 payers (contractor income)

Self-employment (describe your business)

Rental income

Investment income

Deductions & credits

I want to itemize my deductions (instead of the standard deduction)

Child care expenses

Education expenses

EV credit (new EV purchase?)

Energy credit (solar, heat pump, etc.)

Upload your documents

If these documents pertain to you, please upload everything so it won't delay in processing your return. PDF, PNG, JPG, or HEIC — 20 MB per file.

Driver's license / ID

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Social Security cards (SSN)

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Proof of residency

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1098-T forms

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1095 forms

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W-2 forms

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1099 forms

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Child care forms

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Self-employment receipts

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Charitable donation receipts

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Mortgage forms (1098)

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Retirement forms (1099-R, 5498)

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How would you like your refund?

About the Bank Product

All returns are sent to Refund Advantage. When you look at the bank paperwork you'll see a routing and account number from RA — that's normal. Refund Advantage issues your refund from the IRS on the date you're set to be funded. This is called a Bank Product.

Refund method

Anything else we should know?

Referred by a friend?

If a DyNamic Tax client sent you their access code, enter it here — both of you get $25 off your next return once yours is filed.

Referral code (6 characters)

Disclaimers & signature

DyNamic Tax is not responsible for any letters or audits if information is withheld. Only things that will be inputted to your return will be the information provided to your preparer. If you agree, sign and date your intake form below.

Cash advance disclaimer: If you apply for a cash advance, DyNamic Tax is not responsible for the outcome of the decision. It is solely up to Refund Advantage — the tax bank DyNamic Tax is affiliated with (also known as Pathway). Only check this box if you're applying for a cash advance.

Type your full name to sign*

Date