Intake 2 – King Tax Solutions,LLC

Personal

Spouse

Dependents

Income

Credits

Business

Finalize

Personal Information
?
Provide your full legal name, SSN, and contact info.

Spouse Information
?
If married, include spouse details and income documents.

Upload Spouse Income Documents:

Dependent Information
?
Add up to 3 dependents; extra can be added below.

Income Information

Upload W-2 Forms: Upload 1099 Forms:

Credits & Deductions

Claiming dependents? Childcare expenses paid? Upload childcare receipts: Interested in Earned Income Tax Credit (EITC)? Education expenses incurred? Upload Form 1098-T: Marketplace health coverage? Upload Form 1095-A: Student loan interest paid? Upload Form 1098-E: Contributed to IRA? Self-employed deductions?

Business / Self-Employment

Business Name (or “Self-Employed” if none): Date business started: Business Type: Business Industry (ex: hair stylist, truck driver): Business EIN (leave blank if using SSN): Business Address: Accounting Method: Cash Accrual Not Sure Do you maintain inventory or sell physical products? Yes No Inventory value at end of year: Did you use a vehicle for business purposes? Yes No Business miles driven: Vehicle expenses (if actual method): Upload Business Expense Documents: I certify these expenses were ordinary, necessary, and related to my business I understand I must keep receipts and records in case of IRS audit

Final Certification

I certify all information is true and accurate I understand claiming credits incorrectly may result in penalties

Welcome to Your Tax Intake

Personal Information
?
Provide your full legal name, SSN, and contact info.

Spouse Information
?
If married, include spouse details and income documents.

Dependent Information
?
Add up to 3 dependents; extra can be added below.

Income Information

Credits & Deductions

Business / Self-Employment

Final Certification

Let's Keep in Touch.....

Personal Information ?Provide your full legal name, SSN, and contact info.

Spouse Information ?If married, include spouse details and income documents.

Dependent Information ?Add up to 3 dependents; extra can be added below.

Income Information

Credits & Deductions

Business / Self-Employment

Final Certification

Let's Keep in Touch.....

Personal Information
?
Provide your full legal name, SSN, and contact info.

Spouse Information
?
If married, include spouse details and income documents.

Dependent Information
?
Add up to 3 dependents; extra can be added below.