{"product_id":"2026-brandable-tax-client-intake-forms","title":"2026 Brandable Tax Client Intake Forms","description":"\u003cp\u003eUpgrade your tax-office workflow with this \u003cstrong\u003eeditable 2026 Client Intake Form Bundle\u003c\/strong\u003e. This nine-page packet is designed to help\u003cstrong\u003e PTIN holders, EROs, and tax-office owners\u003c\/strong\u003e collect organized client information while supporting a smoother due-diligence process.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eIncluded:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e• Individual Client Intake Form\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e• Refund Selection Form\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e• Due Diligence Questionnaire\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e• Non-Standard Dependent Questionnaire\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e• AOTC Student Acknowledgment Form\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e• Head of Household Questionnaire\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e• Child Care Credit Questionnaire\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e• Deductions Questionnaire\u003c\/strong\u003e\u003cbr\u003e\u003cstrong\u003e• Client Engagement Letter\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis is an editable Canva template that can be customized with your business name, logo, colors, and contact information.\u003c\/p\u003e\n\u003cp\u003eDIGITAL PRODUCT NOTICE:\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003e\u003cstrong\u003eNo 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.\u003c\/strong\u003e\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003e\u003cstrong\u003eFor use within the purchaser’s own tax business only. Reselling, sharing, copying, or redistributing the template or access link is prohibited.\u003c\/strong\u003e\u003c\/em\u003e\u003cbr\u003e\u003c\/p\u003e","brand":" E-Lance Services","offers":[{"title":"Default Title","offer_id":45198276591682,"sku":null,"price":27.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0615\/0743\/6610\/files\/ChatGPTImageSep12_2026_01_26_49PM.png?v=1789239113","url":"https:\/\/elanceservice.com\/products\/2026-brandable-tax-client-intake-forms","provider":" E-Lance Services","version":"1.0","type":"link"}