2026 Brandable Tax Client Intake Forms

Upgrade your tax-office workflow with this editable 2026 Client Intake Form Bundle. This nine-page packet is designed to help PTIN holders, EROs, and tax-office owners collect organized client information while supporting a smoother due-diligence process.

Included:

• Individual Client Intake Form
• Refund Selection Form
• Due Diligence Questionnaire
• Non-Standard Dependent Questionnaire
• AOTC Student Acknowledgment Form
• Head of Household Questionnaire
• Child Care Credit Questionnaire
• Deductions Questionnaire
• Client Engagement Letter

This is an editable Canva template that can be customized with your business name, logo, colors, and contact information.

DIGITAL PRODUCT NOTICE:

No physical item will be shipped. A Canva account is required to access and edit the template. Due to the digital nature of this product, all sales are final and non-refundable.

For use within the purchaser’s own tax business only. Reselling, sharing, copying, or redistributing the template or access link is prohibited.