Client Forms Center
Template Library · Part of the Forms Center

Tax Preparation Forms

Use This Template creates your own private, fully editable copy in the Form Builder — rename it, add sections and questions, change the look, connect it to a portal user, publish it, and review responses. Your business name and logo always stay yours.

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Privacy-first design: public forms never ask for Social Security or ITIN numbers, bank or card numbers, tax ID documents, or tax returns. File uploads on builder forms go to private storage that only you (and admins) can open. Taxpayer documents are collected only through the separate, protected Tax Max document-upload process, which requires a verified, expiring invitation.

Client Intake

Basic identity, address, household size, and document uploads.

Open Printable Worksheet

Schedule C / Self-Employment

Business income, expenses, records, mileage, and audit-ready interview questions.

Open Printable Worksheet

Client Consent & Acknowledgment

Tax preparation, secure document handling, review, and e-file acknowledgment.

Open Printable Worksheet

Non-Standard Dependent / Household

Relationship, residency, support, custody, competing-claim, and HOH facts.

Open Printable Worksheet
Printable and editable, both included
"Use This Template" builds an editable form in the unified Form Builder. The printable worksheet opens the fixed blank organizer for download or printing — it is a fixed worksheet, not an editable form.