Client Intake Checklist

(Gig Workers, Truck Drivers, Military)

 

Basic Information

 

•Full legal name (The name on your Social Security Card)

 

•Date of birth

•Social Security Number

•Current address

•Phone & email

•Filing status (Single, MFJ, MFS, HOH, Qualifying Widow)

•Dependents (names, DOB, SSNs)

 

Identity Verification

​

•Driver’s license or state ID

•Military ID (if applicable)

 

Income Documents

For Everyone

 

•W 2s•1099 INT, 1099 DIV, 1099 R

•Marketplace 1095 A (if applicable)

 

Gig Workers (Uber, DoorDash, Instacart, Freelancers)

•1099 NEC or 1099 K

•Mileage log OR total miles driven

•Vehicle expenses (gas, repairs, insurance)

•Phone bill percentage used for work

•Equipment purchases (bags, phones, chargers, etc.)

•Home office expenses (if applicable)

 

Truck Drivers

•1099 NEC or company settlement statements

•Per diem records (or days away from home)

•Logbook or ELD summaries

•Fuel receipts

•Truck lease payments

•Maintenance/repair receipts

•Insurance

•Tolls, scales, parking

•Personal protective equipment (PPE)

 

Military

 

•LES (Leave & Earnings Statement)

•PCS orders

•State of legal residency

•Combat zone pay documentation

•BAH/BAS info

•Tuition assistance or GI Bill documents

•Childcare expenses on base/off base

 

Deductions & Credits Documentation

•Childcare expenses

•Education expenses (1098 T)

•Student loan interest (1098 E)

•Medical expenses

•Charitable donations

•Retirement contributions

•Estimated tax payments

 

Final Items

​

•Bank name with routing & account number for refund

​

•Last year’s tax return (If you do not have it, I need to know why)

​

•Signed questionnaire certifying that the information provided on this form is true and correct, all information has been provided by me and that it is provided with free will. I understand that the IRS can/may audit me at any time and will require proof of any information provided. I understand that I am responsible to provide all paperwork needed

 

______________________________ _________   __________________________

           Taxpayer Print Name                            Date                         Taxpayer Signature