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Client intake form template for accountants & cpas

Tax season is stressful enough without chasing clients for documents in April. This intake form collects entity details, prior returns, software access and deadlines up front — and gives you a record of every request.

1. What is your legal business name, entity type and tax ID?
2. Who is the main contact, and how do you prefer to communicate?
3. Which accounting software do you use? Please grant access.
4. Can you provide bank statements for the last 3 months?
5. What are your income sources and main expense categories?
6. Do you have employees or contractors? How is payroll run?
7. Are you registered for sales tax / VAT? In which states or countries?
8. Please share your prior-year tax return.
9. Are there outstanding notices from tax authorities?
10. How do you currently store and send receipts?
11. When is your fiscal year end?
12. Which reports do you need monthly (P&L, balance sheet)?
13. List all filing deadlines you know of.
14. Is the engagement letter signed?

How to use this intake form

• Collect last year's return before quoting cleanup work.
• Agree on one document channel — not email attachments.
• List every filing deadline explicitly, with owners.