Tax client intake form template
Use this tax client intake form to scope a new client before you quote. It suits tax preparers, accountants, and bookkeepers who serve individuals and small businesses.
Short answer
A tax client intake form should establish who files, which income types and entities are involved, the state of the records, open notices or late filings, and the deadline. These facts set the scope and the fee.
The 13 questions, and why to ask each one
Client details
1. What is your name, email address, and phone number?
Why ask: Needed for follow-up and the engagement letter.
2. Do you need help as an individual, a business, or both?
Why ask: Sets which returns and services are in scope.
3. For a business: what entity type is it, and when did it start?
Why ask: Entity type decides the return type and the work involved.
4. In which states do you live, work, or do business?
Why ask: Shows multi-state filing needs.
Scope
5. Which services do you need? (tax return, bookkeeping, payroll, tax planning, notice response)
Why ask: Routes the enquiry and sets the quote.
6. Which income types apply? (wages, self-employment, rental, investments, foreign income)
Why ask: Each type adds forms and time.
7. Which tax years need work?
Why ask: Shows if there are late or amended filings.
8. Have you received a notice or letter from a tax authority?
Why ask: Notices have deadlines and change the priority.
9. Who prepared your last return?
Why ask: Shows if prior returns and working papers are available.
Records and timing
10. Which accounting software or records do you use?
Why ask: Shows how much clean-up is needed before the return.
11. Are your books up to date for the year?
Why ask: Clean-up work is often the largest cost.
12. What deadline are you working to?
Why ask: Checks your capacity before you accept.
13. How did you hear about us?
Why ask: Shows which referral sources bring good clients.
Do not collect Social Security numbers, bank details, or tax documents through a website form or chat. Collect those only through your secure client portal after engagement.
Run this form as a conversation
A form waits until the visitor fills in every field. A MadeAgentic website agent answers the visitor's questions from your approved content, asks these intake questions by voice or text, and sends your team a summary. For good-fit visitors it can open your Calendly or Cal.com calendar inside the chat; the visitor picks the time.
- Generate a first agent from your website address.
- Add the questions above as qualification objectives and remove the ones you do not need.
- Test the conversation, then add the embed code to your site.
$99 per agent per month after a 30-day free trial. No credit card needed.
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FAQ
Intake form questions
What should a tax client intake form ask?
Ask who files, the entity type, the states involved, the services needed, income types, the tax years, any notices received, the state of the books, and the deadline.
Should a tax intake form collect Social Security numbers?
Not on a public website form. Use the first intake to scope the work and decide fit. Collect identification numbers and documents later through a secure portal.
Is this template free to use?
Yes. Copy the questions, print the page, or save it as a PDF from your browser. No signup is needed. Change the wording so it matches your services.
How many intake questions should I ask?
Ask only what changes your next step. Most firms need 8 to 15 questions before a first call. Move anything you only need after the client signs to an onboarding form.
Can an AI agent ask these questions instead of a form?
Yes. In MadeAgentic you add the questions as qualification objectives. The website agent answers the visitor's questions from your approved content, asks your intake questions in conversation by voice or text, sends your team a summary, and can open your Calendly or Cal.com calendar for good-fit visitors. It does not answer phone calls, and the visitor picks the meeting time.
Test it on your own website first.
Generate an agent from your website, add your intake questions, and try the conversation before visitors see it.